Park Edge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

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 Q3 2023
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders