NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 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 Q3 2023
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders