NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$81,600
-28.1%
1,158
-27.0%
0.00%0.0%
Q2 2023$113,490
-23.2%
1,586
-26.0%
0.00%
-50.0%
Q1 2023$147,816
+245.0%
2,142
-51.9%
0.00%
+100.0%
Q4 2022$42,840
-85.8%
4,454
-9.4%
0.00%
-80.0%
Q3 2022$301,000
-18.2%
4,917
-12.2%
0.01%
-16.7%
Q2 2022$368,000
-63.2%
5,601
-55.5%
0.01%
-62.5%
Q1 2022$1,000,000
-90.3%
12,595
-90.3%
0.02%
-89.7%
Q4 2021$10,351,000
-9.8%
129,289
-11.6%
0.16%
-45.1%
Q3 2021$11,478,000
-2.1%
146,317
-3.1%
0.28%
-9.0%
Q2 2021$11,724,000
-53.6%
151,058
+38239.6%
0.31%
+7700.0%
Q2 2017$25,248,0003940.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 50,033$3,5251.49%
Centurion Wealth Management LLC 42,050$2,961,9801.45%
Salomon & Ludwin, LLC 82,779$5,831,3420.61%
Phoenix Holdings Ltd. 366,476$25,816,2920.47%
Arete Wealth Advisors, LLC 34,940$2,461,3630.43%
ICICI Prudential Asset Management Co Ltd 24,314$1,712,7920.22%
CLIENT 1ST ADVISORY GROUP, LLC 5,294$372,9340.20%
SENTINEL TRUST CO LBA 15,800$1,1130.16%
Spire Wealth Management 45,892$3,232,6290.12%
Sunflower Bank, N.A. 7,170$505,0890.12%
View complete list of ISHARES TR shareholders