Edge Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$4,032,000
+21.7%
126,945
+6.7%
0.39%
+7.5%
Q4 2018$3,314,000118,9450.36%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Strategic Financial Services, Inc. 4,585,053$196,378,00015.58%
Beirne Wealth Consulting Services, LLC 389,543$16,686,0009.17%
Addison Advisors LLC 197,438$8,456,0006.83%
Clearwater Capital Advisors, LLC 1,066,003$45,657,0005.31%
Wade Financial Advisory, Inc 223,030$9,552,0005.24%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,020,416$43,704,0004.50%
Sterneck Capital Management, LLC 121,589$5,262,0003.26%
Wescott Financial Advisory Group, LLC 126,337$5,468,0003.22%
Family Capital Trust Co 195,559$8,374,0002.37%
First Ascent Asset Management, LLC 208,024$8,910,0002.36%
View complete list of ISHARES TR shareholders