NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 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 Q3 2023
NameSharesValueWeighting ↓
Prostatis Group LLC 34,177$8,625,8244.55%
Bullseye Investment Management, LLC 22,774$5,629,9614.12%
MARTIN & CO INC /TN/ 19,889$4,916,8211.26%
Terra Nova Asset Management LLC 4,831$1,194,2111.17%
BKA Wealth Consulting, Inc. 2,451$633,4121.14%
Future Financial Wealth Managment LLC 3,891$984,3451.08%
MENORA MIVTACHIM HOLDINGS LTD. 423,080$104,589,6071.08%
Mason & Associates Inc 13,282$3,283,4431.00%
Wharton Business Group, LLC 67,110$16,5900.99%
Thrive Capital Management, LLC 5,522$1,354,1560.85%
View complete list of ISHARES TR shareholders