NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 94 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$246,126
-2.6%
3,8000.0%0.00%0.0%
Q2 2023$252,776
+4.1%
3,8000.0%0.00%0.0%
Q1 2023$242,820
+88.7%
3,800
-34.8%
0.00%0.0%
Q4 2022$128,656
-40.2%
5,831
+53.4%
0.00%
-25.0%
Q3 2022$215,000
-6.1%
3,8000.0%0.00%0.0%
Q2 2022$229,000
-13.3%
3,8000.0%0.00%0.0%
Q4 2021$264,000
+9.1%
3,8000.0%0.00%
-33.3%
Q3 2021$242,000
-8.7%
3,800
-7.3%
0.01%
-14.3%
Q2 2021$265,000
+13.7%
4,100
+115.8%
0.01%0.0%
Q1 2021$233,000
+9.4%
1,9000.0%0.01%0.0%
Q4 2020$213,0001,9000.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders