NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 87 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.0%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$20,251
-98.4%
236
-98.3%
0.00%
-100.0%
Q4 2022$1,277,796
+121.1%
14,217
+104.8%
0.03%
+277.8%
Q3 2022$578,000
-42.7%
6,942
-46.4%
0.01%
-47.1%
Q2 2022$1,008,000
+360.3%
12,947
+201.7%
0.02%
+70.0%
Q3 2019$219,000
-11.7%
4,292
-3.0%
0.01%
-33.3%
Q2 2019$248,000
-5.7%
4,427
-2.2%
0.02%
-11.8%
Q1 2019$263,000
+6.9%
4,527
-5.2%
0.02%
+6.2%
Q4 2018$246,0004,7730.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 38,984$3,035,0003.15%
COTTONWOOD CAPITAL ADVISORS, LLC 36,752$2,861,0002.59%
SPC Financial, Inc. 238,539$18,570,0002.29%
Cadent Capital Advisors, LLC 48,088$3,744,0002.12%
Audent Global Asset Management, LLC 19,234$1,497,0001.03%
Telemetry Investments, L.L.C. 10,000$778,0000.92%
MinichMacGregor Wealth Management, LLC 28,281$2,201,0000.91%
Meadow Creek Wealth Advisors LLC 7,215$562,0000.69%
Endowment Wealth Management, Inc. 6,867$535,0000.64%
Well Done, LLC 36,571$2,847,0000.63%
View complete list of ISHARES TR shareholders