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 ↓
Tolleson Wealth Management, Inc. 2,029,070$112,99922.29%
Strategic Financial Services, Inc. 4,288,388$238,820,31715.11%
CORA CAPITAL ADVISORS LLC 464,404$25,862,65413.31%
ShoreHaven Wealth Partners, LLC 415,864$23,159,44112.17%
Ullmann Wealth Partners Group, LLC 1,468,081$81,757,40911.66%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,208,366$178,673,91610.36%
EWA, LLC 412,780$23,412,8949.70%
Beirne Wealth Consulting Services, LLC 358,310$19,955,5438.05%
Conrad Siegel Investment Advisors, Inc. 436,678$24,318,6107.07%
Pettinga Financial Advisors LLC 451,019$25,117,2666.29%
View complete list of ISHARES TR shareholders