NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 59 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$55,5885220.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 109,684$12,395,3891.01%
Slow Capital, Inc. 33,571$3,793,8750.70%
Richard Bernstein Advisors LLC 241,501$27,292,0710.61%
Wharton Business Group, LLC 84,935$9,5990.53%
Total Clarity Wealth Management, Inc. 7,944$897,7510.43%
SENTINEL TRUST CO LBA 18,800$2,1250.30%
CHURCHILL MANAGEMENT Corp 134,180$15,163,6820.26%
Wealth Management Partners, LLC 3,066$346,4890.22%
Laidlaw Wealth Management LLC 5,516$623,3630.21%
NTV ASSET MANAGEMENT LLC 9,400$1,062,2940.19%
View complete list of ISHARES TR shareholders