NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 151 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$1,872,269
-7.0%
10,038
-0.1%
0.02%
-8.7%
Q2 2023$2,012,121
-31.4%
10,046
-31.3%
0.02%
-37.8%
Q1 2023$2,933,423
-16.5%
14,631
-53.6%
0.04%
-61.1%
Q4 2022$3,514,007
+8.3%
31,502
+74.6%
0.10%
+79.2%
Q3 2022$3,244,000
+1.2%
18,041
+9.7%
0.05%0.0%
Q2 2022$3,205,000
+92.1%
16,439
+97.3%
0.05%
+112.0%
Q4 2021$1,668,000
+6.2%
8,330
-4.7%
0.02%
-35.9%
Q3 2021$1,570,000
-2.3%
8,742
+0.1%
0.04%
-9.3%
Q2 2021$1,607,000
+3.7%
8,737
-0.3%
0.04%
-6.5%
Q1 2021$1,550,000
+3.7%
8,759
+1.6%
0.05%
-6.1%
Q4 2020$1,495,000
+28.5%
8,623
+10.8%
0.05%
+22.5%
Q3 2020$1,163,000
+13.6%
7,784
-3.1%
0.04%0.0%
Q2 2020$1,024,000
+21.8%
8,030
+3.3%
0.04%
-2.4%
Q1 2020$841,000
-30.1%
7,777
-13.9%
0.04%
-14.6%
Q4 2019$1,203,000
-17.6%
9,034
-21.7%
0.05%
-26.2%
Q3 2019$1,460,000
-9.3%
11,543
-12.9%
0.06%
-34.3%
Q2 2019$1,609,000
+2.9%
13,247
+1.1%
0.10%
-2.0%
Q1 2019$1,564,000
+27.6%
13,097
+13.7%
0.10%
+27.8%
Q4 2018$1,226,000
+34.0%
11,521
+49.6%
0.08%
+12.9%
Q3 2018$915,0007,7010.07%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders