NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 162 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 38,843$3,333,1413.07%
Audent Global Asset Management, LLC 11,223$963,0801.35%
Riggs Asset Managment Co. Inc. 22,812$1,957,5000.76%
Independent Family Office, LLC 14,308$1,227,7710.71%
Wealth Management Partners, LLC 11,075$950,3470.66%
VIAWEALTH, LLC 9,548$819,3940.65%
Endowment Wealth Management, Inc. 6,992$595,0010.60%
MARTIN & CO INC /TN/ 24,871$2,134,1830.55%
Teamwork Financial Advisors, LLC 31,232$2,680,0620.50%
SAXON INTERESTS, INC. 8,724$748,5640.42%
View complete list of ISHARES TR shareholders