NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. 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$268,996
+11.6%
3,673
+15.9%
0.00%0.0%
Q2 2023$240,989
+3120.9%
3,168
+2860.7%
0.00%
Q1 2023$7,482
-95.3%
107
-95.9%
0.00%
-100.0%
Q4 2022$160,132
-78.0%
2,607
-77.1%
0.00%
-66.7%
Q2 2022$728,00011,3600.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 48,356$3,098,626,0002.88%
Clear Perspectives Financial Planning, LLC 65,548$4,124,0002.61%
Bluesphere Advisors, LLC 19,146$1,204,0001.29%
180 WEALTH ADVISORS, LLC 64,709$4,108,0001.18%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,411,0001.15%
Connecticut Wealth Management, LLC 120,902$7,606,0000.81%
Capital Advisors, Ltd. LLC 53,653$3,375,0000.74%
FAGAN ASSOCIATES, INC. 41,793$2,629,0000.66%
Carroll Financial Associates, Inc. 130,707$8,222,0000.55%
HOWARD WEALTH MANAGEMENT, LLC 12,344$776,0000.48%
View complete list of ISHARES TR shareholders