NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$92,944
-27.2%
1,021
-27.4%
0.00%0.0%
Q2 2023$127,687
-79.1%
1,407
-78.9%
0.00%
-87.5%
Q1 2023$611,813
-66.6%
6,676
-68.0%
0.01%
-83.7%
Q4 2022$1,829,857
+192.8%
20,847
+184.6%
0.05%
+390.0%
Q3 2022$625,000
+61.9%
7,325
+59.2%
0.01%
+66.7%
Q2 2022$386,000
+15.6%
4,601
+51.9%
0.01%
+20.0%
Q4 2021$334,000
+12.5%
3,029
+6.3%
0.01%
-28.6%
Q3 2021$297,0002,8490.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders