NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 167 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,336,596
-6.7%
34,900
-0.8%
0.03%
-7.1%
Q2 2023$2,503,327
+10.2%
35,175
+0.2%
0.03%0.0%
Q1 2023$2,271,066
+3535.6%
35,107
+154.8%
0.03%
+1300.0%
Q4 2022$62,468
-91.8%
13,780
+5.3%
0.00%
-84.6%
Q3 2022$762,000
+1.3%
13,086
-1.2%
0.01%
+8.3%
Q2 2022$752,000
-38.6%
13,250
-18.8%
0.01%
-40.0%
Q1 2022$1,225,000
-8.5%
16,319
+2.4%
0.02%0.0%
Q4 2021$1,339,000
+6.5%
15,935
-2.0%
0.02%
-35.5%
Q3 2021$1,257,000
+13.2%
16,264
+13.7%
0.03%
+3.3%
Q2 2021$1,110,000
+3.6%
14,3070.0%0.03%
-6.2%
Q1 2021$1,071,000
+6.9%
14,307
+0.7%
0.03%
-3.0%
Q4 2020$1,002,000
+9.7%
14,207
+288.8%
0.03%
+3.1%
Q3 2020$913,000
+16.9%
3,654
+2.5%
0.03%
+3.2%
Q2 2020$781,000
+27.4%
3,564
+3.0%
0.03%
+3.3%
Q1 2020$613,000
-25.0%
3,460
-3.4%
0.03%
-6.2%
Q4 2019$817,000
+7.8%
3,580
+2.7%
0.03%
-5.9%
Q3 2019$758,000
+9.4%
3,487
+9.6%
0.03%
-19.0%
Q2 2019$693,000
+22.9%
3,182
+15.2%
0.04%
+16.7%
Q1 2019$564,000
+73.5%
2,762
+53.7%
0.04%
+71.4%
Q4 2018$325,000
+38.3%
1,797
+62.0%
0.02%
+16.7%
Q3 2018$235,000
-99.6%
1,109
+209.8%
0.02%
+80.0%
Q2 2017$58,286,0003580.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders