NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMIN and the CUSIP is 46429B614. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.93 and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$926,286
+6275.9%
14,675
+5770.0%
0.01%
Q2 2023$14,528
+16.8%
2500.0%0.00%
Q1 2023$12,435
+95553.8%
2500.0%0.00%
Q4 2022$132500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
GLOBEFLEX CAPITAL L P 436,503$21,712,0962.65%
Mainsail Financial Group, LLC 46,023$2,351,5942.28%
Randolph Co Inc 139,796$6,953,5931.00%
Virtus Investment Advisers, Inc. 28,524$1,418,8120.99%
626 Financial, LLC 16,906$840,9320.56%
CHANNING GLOBAL ADVISORS, LLC 5,755$286,2590.32%
SHELL ASSET MANAGEMENT CO 71,062$3,5350.15%
GSB Wealth Management, LLC 7,569$376,4900.12%
AXIOM INVESTORS LLC /DE 112,200$5,580,9400.09%
GOULD ASSET MANAGEMENT LLC /CA/ 5,510$274,0730.08%
View complete list of ISHARES TR shareholders