NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 63 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$497,522
-10.7%
10,530
-0.6%
0.01%
-16.7%
Q2 2023$557,248
+32.6%
10,594
+34.0%
0.01%
+20.0%
Q1 2023$420,391
+432.3%
7,904
+408.3%
0.01%
+150.0%
Q4 2022$78,982
-81.1%
1,555
-73.2%
0.00%
-66.7%
Q4 2021$419,0005,8110.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 109,656$7,923,0005.64%
Brio Consultants, LLC 279,749$20,215,0005.16%
Verde Capital Management 88,113$6,367,0002.68%
Centennial Wealth Advisory LLC 56,677$4,095,0002.56%
Stadion Money Management, LLC 292,747$21,154,0001.07%
Renasant Bank 4,834$349,0000.26%
AE Wealth Management LLC 323,344$23,365,0000.20%
WEALTHSOURCE PARTNERS, LLC 24,954$1,803,0000.16%
USAdvisors Wealth Management, LLC 2,887$208,0000.11%
Sound Income Strategies, LLC 10,725$775,0000.11%
View complete list of ISHARES TR shareholders