NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,873,757
-0.1%
68,131
+5.0%
0.08%
-2.6%
Q2 2023$6,882,225
+5.0%
64,902
-0.9%
0.08%
-4.9%
Q1 2023$6,556,578
+10.0%
65,461
-0.7%
0.08%
-49.1%
Q4 2022$5,961,050
+23.4%
65,951
+14.4%
0.16%
+103.8%
Q3 2022$4,832,000
+10.4%
57,674
+16.2%
0.08%
+9.7%
Q2 2022$4,375,000
-27.3%
49,637
-13.1%
0.07%
-25.8%
Q1 2022$6,021,000
-2.4%
57,110
+4.3%
0.10%
+4.3%
Q4 2021$6,171,000
+18.8%
54,742
+12.9%
0.09%
-27.3%
Q3 2021$5,195,000
+95.7%
48,477
+103.0%
0.13%
+80.3%
Q2 2021$2,654,000
+10.8%
23,885
+5.4%
0.07%0.0%
Q1 2021$2,395,000
+11.3%
22,660
+2.3%
0.07%
+1.4%
Q4 2020$2,151,000
+687.9%
22,153
+1256.6%
0.07%
+677.8%
Q3 2020$273,000
+11.9%
1,633
+0.7%
0.01%
-10.0%
Q2 2020$244,000
-6.9%
1,621
+3.5%
0.01%0.0%
Q4 2019$262,000
+17.0%
1,566
+10.9%
0.01%0.0%
Q3 2019$224,000
+3.7%
1,412
+3.7%
0.01%
-23.1%
Q2 2019$216,000
+7.5%
1,362
+5.7%
0.01%
-13.3%
Q3 2018$201,000
-94.8%
1,288
+4341.4%
0.02%
+1400.0%
Q2 2017$3,843,000290.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders