NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,135,451
-4.4%
4,614
-0.7%
0.01%
-7.7%
Q2 2023$1,188,258
+2.8%
4,645
-0.4%
0.01%
-7.1%
Q1 2023$1,156,229
-28.3%
4,665
-50.9%
0.01%
-67.4%
Q4 2022$1,612,036
-27.3%
9,497
+9.5%
0.04%
+19.4%
Q3 2022$2,217,000
+14.1%
8,675
+14.0%
0.04%
+12.5%
Q2 2022$1,943,000
+93.3%
7,607
+119.8%
0.03%
+113.3%
Q4 2021$1,005,000
+27.5%
3,461
+12.3%
0.02%
-21.1%
Q3 2021$788,000
-6.1%
3,082
-2.2%
0.02%
-13.6%
Q2 2021$839,000
+33.8%
3,150
+26.5%
0.02%
+15.8%
Q1 2021$627,000
+4.2%
2,490
-2.9%
0.02%
-5.0%
Q4 2020$602,000
+12.9%
2,565
-2.9%
0.02%
+5.3%
Q3 2020$533,000
+0.8%
2,642
-3.6%
0.02%
-9.5%
Q2 2020$529,000
+28.4%
2,740
+10.9%
0.02%
+5.0%
Q1 2020$412,000
-15.7%
2,471
+1.4%
0.02%
+5.3%
Q4 2019$489,000
+8.4%
2,436
-12.7%
0.02%
-5.0%
Q3 2019$451,000
-13.9%
2,790
-8.7%
0.02%
-37.5%
Q2 2019$524,000
-40.9%
3,057
-42.1%
0.03%
-43.9%
Q1 2019$887,000
+36.0%
5,282
+33.8%
0.06%
+35.7%
Q4 2018$652,000
+4.8%
3,949
+26.9%
0.04%
-12.5%
Q3 2018$622,0003,1130.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders