NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,201,757
+14.5%
244,164
+18.7%
0.07%
+11.5%
Q2 2023$5,416,516
-21.2%
205,716
-17.7%
0.06%
-29.1%
Q1 2023$6,870,039
+2395.0%
249,884
+1004.1%
0.09%
+1128.6%
Q4 2022$275,353
-46.8%
22,633
-1.5%
0.01%
-22.2%
Q3 2022$518,000
-19.3%
22,987
-2.8%
0.01%
-18.2%
Q2 2022$642,000
-16.3%
23,640
-2.0%
0.01%
-8.3%
Q1 2022$767,000
-18.1%
24,126
-19.6%
0.01%
-14.3%
Q4 2021$936,000
+274.4%
29,990
+265.3%
0.01%
+133.3%
Q3 2021$250,000
-16.7%
8,209
-11.3%
0.01%
-25.0%
Q2 2021$300,000
-3.5%
9,258
-6.2%
0.01%
-11.1%
Q1 2021$311,000
-4.6%
9,868
-10.7%
0.01%
-18.2%
Q4 2020$326,000
-15.8%
11,047
-28.8%
0.01%
-15.4%
Q3 2020$387,000
-48.9%
15,521
-48.6%
0.01%
-56.7%
Q2 2020$758,000
-18.9%
30,179
-27.1%
0.03%
-33.3%
Q1 2020$935,000
-60.4%
41,381
-41.2%
0.04%
-52.1%
Q4 2019$2,362,000
+11.0%
70,372
+1.7%
0.09%
-1.1%
Q3 2019$2,128,000
+64.8%
69,229
+64.8%
0.10%
+20.3%
Q2 2019$1,291,000
-3.4%
42,016
-2.9%
0.08%
-8.1%
Q1 2019$1,336,000
+23.4%
43,278
+14.8%
0.09%
+22.9%
Q4 2018$1,083,000
+9.8%
37,710
+24.8%
0.07%
-7.9%
Q3 2018$986,000
+27.7%
30,212
+24.5%
0.08%
+7.0%
Q2 2018$772,000
-11.9%
24,271
-9.8%
0.07%
-29.0%
Q1 2018$876,000
-95.8%
26,910
+4137.8%
0.10%
+2400.0%
Q2 2017$20,680,0006350.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders