Park Edge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 399 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Park Edge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,845,191
+11.4%
38,196
+11.3%
1.38%
+18.6%
Q2 2023$3,453,018
-1.4%
34,314
-1.5%
1.17%
-13.2%
Q1 2023$3,502,296
-83.8%
34,821
-83.9%
1.34%
-85.9%
Q4 2022$21,652,671216,2249.50%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Vigilare Wealth Management 321,756$32,262,52316.61%
Selective Wealth Management, Inc. 138,275$13,875,8706.99%
CHERRYDALE WEALTH MANAGEMENT, LLC 20,197$2,025,1361.06%
B.O.S.S. Retirement Advisors, LLC 35,426$3,566,2940.81%
ST GERMAIN D J CO INC 116,240$11,655,3850.61%
BALDWIN BROTHERS LLC/MA 1,350$135,3650.01%
View complete list of ISHARES TR shareholders