NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,399,093
-25.6%
152,558
-13.3%
0.08%
-27.7%
Q2 2023$9,939,859
+85.0%
176,051
+79.2%
0.11%
+67.2%
Q1 2023$5,374,008
+28.1%
98,226
-21.1%
0.07%
-40.7%
Q4 2022$4,196,561
-15.8%
124,425
+17.8%
0.11%
+37.8%
Q3 2022$4,984,000
-8.2%
105,636
-1.8%
0.08%
-8.9%
Q2 2022$5,428,000
-14.4%
107,621
+3.5%
0.09%
-11.8%
Q1 2022$6,340,000
-7.9%
104,001
-0.5%
0.10%
-1.9%
Q4 2021$6,885,000
+59.2%
104,563
+51.7%
0.10%
-2.8%
Q3 2021$4,326,000
+45.2%
68,915
+735.2%
0.11%
+35.4%
Q2 2021$2,979,000
-64.6%
8,251
-67.6%
0.08%
-68.4%
Q1 2021$8,404,000
-21.0%
25,438
-21.7%
0.25%
-28.4%
Q4 2020$10,635,000
+14.5%
32,493
+4.8%
0.35%
+8.0%
Q3 2020$9,288,000
+38.1%
30,998
+22.0%
0.32%
+22.8%
Q2 2020$6,725,000
+305.9%
25,399
+245.4%
0.26%
+228.8%
Q1 2020$1,657,000
-16.6%
7,354
-2.2%
0.08%
+1.3%
Q4 2019$1,987,0000.0%7,517
-6.6%
0.08%
-10.2%
Q3 2019$1,987,000
+30.9%
8,045
+27.6%
0.09%
-5.4%
Q2 2019$1,518,000
-5.9%
6,305
-9.5%
0.09%
-10.6%
Q1 2019$1,614,000
+44.9%
6,969
+25.0%
0.10%
+44.4%
Q4 2018$1,114,000
+24.7%
5,573
+42.0%
0.07%
+4.3%
Q3 2018$893,0003,9260.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders