NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 122 filers reported holding ISHARES TR in Q3 2021. 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$844,462
+1.8%
14,138
+7.8%
0.01%0.0%
Q2 2023$829,922
-3.7%
13,113
-7.8%
0.01%
-18.2%
Q1 2023$862,120
+1503.6%
14,217
+1070.1%
0.01%
+1000.0%
Q4 2022$53,760
-83.1%
1,215
-79.4%
0.00%
-80.0%
Q3 2022$318,000
-84.8%
5,900
-80.0%
0.01%
-84.4%
Q4 2021$2,093,000
+7.3%
29,448
+0.5%
0.03%
-33.3%
Q3 2021$1,950,00029,3060.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders