NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,088,037
+53.5%
567,926
+62.6%
0.21%
+50.0%
Q2 2023$12,432,365
+112.8%
349,224
+111.0%
0.14%
+91.8%
Q1 2023$5,841,172
+11.6%
165,471
-49.2%
0.07%
-48.2%
Q4 2022$5,231,768
+6.1%
325,545
+83.5%
0.14%
+74.1%
Q3 2022$4,929,000
+4.7%
177,444
+16.5%
0.08%
+3.8%
Q2 2022$4,709,000
-13.5%
152,257
+3.1%
0.08%
-11.4%
Q1 2022$5,443,000
-0.1%
147,632
+6.7%
0.09%
+7.3%
Q4 2021$5,450,000
+18.9%
138,386
+14.4%
0.08%
-27.4%
Q3 2021$4,582,000
+15.6%
120,959
+17.6%
0.11%
+7.6%
Q2 2021$3,965,000
+45.0%
102,833
+37.1%
0.10%
+29.6%
Q1 2021$2,734,000
+190.2%
75,033
+184.0%
0.08%
+161.3%
Q4 2020$942,00026,4160.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ENZI WEALTH 541,218$17,638,0008.64%
Interchange Capital Partners, LLC 281,698$7,825,0008.58%
Unison Advisors LLC 1,528,389$42,458,0007.86%
Richard P Slaughter Associates Inc 611,136$16,977,0007.10%
Integrity Financial Corp /WA 239,422$6,651,0006.97%
Retirement Planning Group, LLC 1,796,875$49,917,0006.28%
Allen Capital Group, LLC 888,886$24,693,0005.66%
BRR OpCo, LLC 1,457,255$40,483,0004.97%
TOBIAS FINANCIAL ADVISORS, INC. 504,509$14,015,0004.94%
Richard Bernstein Advisors LLC 7,022,461$195,084,0004.87%
View complete list of ISHARES TR shareholders