NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 323 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,733,093
+0.3%
10,119
+4.0%
0.03%
-3.2%
Q2 2023$2,725,629
+14.7%
9,726
+12.2%
0.03%
+3.3%
Q1 2023$2,377,018
+52.6%
8,668
+4.2%
0.03%
-28.6%
Q4 2022$1,557,404
-16.3%
8,316
+13.1%
0.04%
+35.5%
Q3 2022$1,860,000
+61.0%
7,355
+71.3%
0.03%
+63.2%
Q2 2022$1,155,000
-22.4%
4,294
-13.3%
0.02%
-13.6%
Q4 2021$1,488,000
+127.5%
4,951
+108.7%
0.02%
+37.5%
Q3 2021$654,000
+11.6%
2,372
+10.5%
0.02%0.0%
Q2 2021$586,000
+3.9%
2,146
-3.9%
0.02%
-5.9%
Q1 2021$564,000
+0.4%
2,233
-2.4%
0.02%
-5.6%
Q4 2020$562,000
+0.9%
2,287
-6.7%
0.02%
-5.3%
Q3 2020$557,000
-11.9%
2,451
-16.3%
0.02%
-24.0%
Q2 2020$632,000
+35.3%
2,930
+17.7%
0.02%
+13.6%
Q1 2020$467,000
-22.4%
2,489
-10.9%
0.02%
-8.3%
Q4 2019$602,000
-7.1%
2,794
-18.4%
0.02%
-17.2%
Q3 2019$648,000
-7.3%
3,424
-4.3%
0.03%
-32.6%
Q2 2019$699,000
-18.2%
3,578
-18.9%
0.04%
-21.8%
Q1 2019$855,000
-12.6%
4,410
-18.5%
0.06%
-12.7%
Q4 2018$978,000
+110.3%
5,409
+135.9%
0.06%
+75.0%
Q3 2018$465,000
-98.2%
2,293
+1398.7%
0.04%
+800.0%
Q2 2017$25,354,0001530.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders