NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. 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$1,298,526
-23.6%
17,648
-15.1%
0.01%
-26.3%
Q2 2023$1,699,709
-6.7%
20,792
-4.4%
0.02%
-17.4%
Q1 2023$1,822,432
+619.6%
21,742
-4.5%
0.02%
+228.6%
Q4 2022$253,251
-85.6%
22,756
+4.8%
0.01%
-75.9%
Q3 2022$1,762,000
-4.7%
21,712
+0.6%
0.03%
-6.5%
Q2 2022$1,848,000
+0.2%
21,581
+6.5%
0.03%
+3.3%
Q1 2022$1,844,000
+1.5%
20,270
-1.3%
0.03%
+11.1%
Q4 2021$1,816,000
+24.9%
20,529
+11.4%
0.03%
-25.0%
Q3 2021$1,454,000
-4.6%
18,421
-5.1%
0.04%
-12.2%
Q2 2021$1,524,000
-6.4%
19,408
-5.1%
0.04%
-14.6%
Q1 2021$1,628,000
-6.8%
20,456
-9.1%
0.05%
-15.8%
Q4 2020$1,746,000
-2.0%
22,499
+84.4%
0.06%
-8.1%
Q3 2020$1,781,000
-10.8%
12,200
-14.3%
0.06%
-20.5%
Q2 2020$1,997,000
+2.4%
14,243
+0.8%
0.08%
-17.0%
Q1 2020$1,951,000
-9.2%
14,131
+6.5%
0.09%
+10.6%
Q4 2019$2,149,000
+10.7%
13,266
+11.3%
0.08%
-1.2%
Q3 2019$1,941,000
+14.7%
11,921
+6.3%
0.09%
-17.3%
Q2 2019$1,692,000
+2.4%
11,219
-0.0%
0.10%
-2.8%
Q1 2019$1,653,000
+53.8%
11,224
+40.1%
0.11%
+55.1%
Q4 2018$1,075,000
+242.4%
8,009
+241.7%
0.07%
+187.5%
Q3 2018$314,0002,3440.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders