NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 26 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,340
-2.4%
1530.0%0.00%
Q2 2023$10,595
-1.4%
1530.0%0.00%
Q1 2023$10,744
+97572.7%
1530.0%0.00%
Q4 2022$11
-100.0%
153
-99.6%
0.00%
-100.0%
Q3 2018$3,211,000
+13.1%
39,486
+13.9%
0.25%
-4.6%
Q2 2018$2,840,000
-6.0%
34,671
-0.5%
0.26%
-24.9%
Q1 2018$3,022,000
-91.8%
34,852
+7627.7%
0.34%
+5650.0%
Q2 2017$36,802,0004510.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 228,981$15,911,8900.80%
Bulltick Wealth Management, LLC 43,929$3,052,6260.75%
McLean Asset Management Corp 20,745$1,457,9590.47%
Family Firm, Inc. 17,504$1,216,3570.27%
Jackson Creek Investment Advisors LLC 9,262$6440.24%
Miracle Mile Advisors, LLC 131,872$9,163,7850.22%
AE Wealth Management LLC 37,636$2,615,3060.03%
FLOW TRADERS U.S. LLC 6,987$4860.02%
Crossmark Global Holdings, Inc. 8,140$5660.01%
ORG Partners LLC 225$15,7180.00%
View complete list of ISHARES TR shareholders