NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,855,795
-49.0%
447,178
-47.0%
0.11%
-50.5%
Q2 2023$19,309,176
-0.1%
843,192
+2.1%
0.22%
-9.9%
Q1 2023$19,321,147
+221.7%
825,864
-5.1%
0.24%
+49.4%
Q4 2022$6,006,585
-82.9%
870,357
-43.5%
0.16%
-71.9%
Q3 2022$35,089,000
+8.4%
1,541,691
+13.9%
0.58%
+7.6%
Q2 2022$32,357,000
-24.7%
1,353,907
-21.5%
0.54%
-22.4%
Q1 2022$42,943,000
+7.1%
1,723,908
+14.7%
0.69%
+14.2%
Q4 2021$40,109,000
+33.4%
1,503,342
+32.7%
0.60%
-18.6%
Q3 2021$30,057,000
-13.8%
1,132,928
-13.6%
0.74%
-19.8%
Q2 2021$34,864,000
+4.2%
1,310,663
+2.6%
0.93%
-7.0%
Q1 2021$33,453,000
+21.2%
1,277,291
+26.1%
1.00%
+10.3%
Q4 2020$27,591,000
+6.3%
1,012,886
+9.1%
0.90%
+0.2%
Q3 2020$25,956,000
+21.4%
928,658
+21.6%
0.90%
+8.0%
Q2 2020$21,372,000
-27.4%
763,555
-27.3%
0.84%
-41.1%
Q1 2020$29,427,000
+16.3%
1,050,601
+7.7%
1.42%
+40.9%
Q4 2019$25,298,000
+32.1%
975,287
+34.0%
1.01%
+18.2%
Q3 2019$19,149,000
+30.2%
727,890
+27.7%
0.85%
-5.5%
Q2 2019$14,710,000
+114.3%
569,821
+109.5%
0.90%
+103.4%
Q1 2019$6,865,000
+251.0%
271,984
+242.8%
0.44%
+251.6%
Q4 2018$1,956,000
+25.1%
79,340
+23.5%
0.13%
+5.0%
Q3 2018$1,563,000
+22.5%
64,236
+23.6%
0.12%
+2.6%
Q2 2018$1,276,000
+13.2%
51,966
+13.9%
0.12%
-9.3%
Q1 2018$1,127,000
-28.3%
45,642
-27.4%
0.13%
-39.4%
Q4 2017$1,572,000
-16.3%
62,893
-15.7%
0.21%
-27.1%
Q3 2017$1,879,00074,6210.29%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders