NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$503,383
-6.9%
6,733
-7.1%
0.01%0.0%
Q2 2023$540,949
-0.3%
7,250
-5.0%
0.01%
-14.3%
Q1 2023$542,685
+81.3%
7,628
-35.4%
0.01%
-12.5%
Q4 2022$299,306
-60.9%
11,806
+4.1%
0.01%
-38.5%
Q3 2022$766,000
-8.9%
11,342
-5.6%
0.01%
-7.1%
Q2 2022$841,000
-37.4%
12,020
-24.4%
0.01%
-36.4%
Q1 2022$1,344,000
-62.5%
15,900
-61.6%
0.02%
-59.3%
Q4 2021$3,585,000
+636.1%
41,359
+600.9%
0.05%
+350.0%
Q3 2021$487,000
+7.5%
5,901
+5.6%
0.01%0.0%
Q2 2021$453,000
+13.0%
5,589
+4.4%
0.01%0.0%
Q1 2021$401,000
-0.7%
5,352
-11.6%
0.01%
-7.7%
Q4 2020$404,000
-5.8%
6,052
+60.0%
0.01%
-13.3%
Q3 2020$429,000
-6.5%
3,782
-9.3%
0.02%
-16.7%
Q2 2020$459,000
-99.4%
4,168
+528.7%
0.02%
+50.0%
Q2 2017$71,670,0006630.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders