NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$169,176
-1.3%
3,358
-1.5%
0.00%0.0%
Q2 2023$171,483
-94.7%
3,409
-94.7%
0.00%
-95.0%
Q1 2023$3,233,209
-49.1%
64,342
-51.1%
0.04%
-76.6%
Q4 2022$6,353,650
-3.5%
131,558
-0.1%
0.17%
+58.3%
Q3 2022$6,587,000
+744.5%
131,708
+744.9%
0.11%
+730.8%
Q2 2022$780,000
-50.4%
15,589
-50.4%
0.01%
-48.0%
Q1 2022$1,574,000
-11.8%
31,399
-11.3%
0.02%
-7.4%
Q4 2021$1,784,000
+33.3%
35,405
+33.6%
0.03%
-18.2%
Q3 2021$1,338,000
-10.7%
26,494
-10.6%
0.03%
-17.5%
Q2 2021$1,498,000
-2.0%
29,646
-2.0%
0.04%
-13.0%
Q1 2021$1,528,000
+0.9%
30,250
+0.9%
0.05%
-8.0%
Q4 2020$1,514,000
+19.7%
29,967
+19.8%
0.05%
+13.6%
Q3 2020$1,265,000
+66.2%
25,013
+66.2%
0.04%
+46.7%
Q2 2020$761,000
-31.3%
15,051
-32.1%
0.03%
-43.4%
Q1 2020$1,107,000
-9.3%
22,171
-8.6%
0.05%
+8.2%
Q4 2019$1,221,000
-3.9%
24,265
-3.8%
0.05%
-12.5%
Q3 2019$1,271,000
+67.2%
25,219
+67.1%
0.06%
+19.1%
Q2 2019$760,000
-22.1%
15,092
-22.2%
0.05%
-25.4%
Q1 2019$975,000
-64.1%
19,393
-64.2%
0.06%
-64.0%
Q4 2018$2,715,000
+88.4%
54,210
+88.7%
0.18%
+57.7%
Q3 2018$1,441,00028,7220.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders