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 ↓
NIEMANN CAPITAL MANAGEMENT INC 96,883$6,339,0004.12%
MinichMacGregor Wealth Management, LLC 72,507$4,744,0003.70%
Milestone Advisory Partners 45,922$3,005,0002.25%
MEITAV INVESTMENT HOUSE LTD 362,070$23,690,0001.21%
Baker Avenue Asset Management, LP 127,644$8,352,0000.76%
Merriman Wealth Management, LLC 42,009$2,749,0000.72%
Arcus Capital Partners, LLC 17,740$1,161,0000.66%
BAROMETER CAPITAL MANAGEMENT INC. 110,200$7,210,0000.61%
Brookstone Capital Management 100,949$6,605,0000.60%
Main Management LLC 34,600$2,264,0000.31%
View complete list of ISHARES TR shareholders