NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 126 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 3.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$419,621
+3.2%
1,795
+10.3%
0.01%0.0%
Q2 2023$406,707
+27.0%
1,628
+15.8%
0.01%
+25.0%
Q1 2023$320,342
+106680.7%
1,4060.0%0.00%
Q4 2022$300
-99.9%
1,406
-2.4%
0.00%
-100.0%
Q3 2022$283,000
-6.3%
1,441
+1.6%
0.01%0.0%
Q2 2022$302,000
-42.7%
1,418
-25.6%
0.01%
-37.5%
Q4 2021$527,000
+10.5%
1,907
-2.8%
0.01%
-33.3%
Q3 2021$477,000
-10.5%
1,962
-4.2%
0.01%
-14.3%
Q2 2021$533,000
+147.9%
2,049
+145.4%
0.01%
+133.3%
Q1 2021$215,000
-14.7%
835
-35.3%
0.01%
-40.0%
Q4 2019$252,0000.0%1,290
-4.8%
0.01%
-9.1%
Q3 2019$252,000
+9.1%
1,355
+10.2%
0.01%
-21.4%
Q2 2019$231,000
-7.2%
1,230
-7.5%
0.01%
-12.5%
Q1 2019$249,000
-1.6%
1,330
-13.2%
0.02%0.0%
Q4 2018$253,000
-41.6%
1,532
-27.7%
0.02%
-51.5%
Q3 2018$433,000
+22.3%
2,118
+12.5%
0.03%
+3.1%
Q2 2018$354,0001,8830.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders