NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 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$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 Q1 2023
NameSharesValueWeighting ↓
Matrix Trust Co 302,335$20,272,0005.30%
PACIFIC FINANCIAL GROUP INC 108,564$7,279,0005.03%
Benchmark Wealth Management, LLC 88,676$5,946,0004.08%
Brand Asset Management Group, Inc. 44,342$2,973,0001.44%
Karp Capital Management Corp 70,283$4,713,0000.70%
Marshall Financial Group LLC 17,504$1,174,0000.63%
S.A. Mason LLC 12,633$847,0000.58%
Ten Capital Wealth Advisors, LLC 32,384$2,171,0000.49%
DB Wealth Management Group, LLC 7,559$507,0000.32%
AVANTAX ADVISORY SERVICES, INC. 229,092$15,358,0000.28%
View complete list of ISHARES TR shareholders