NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$752,026
-30.9%
34,560
-27.8%
0.01%
-33.3%
Q2 2023$1,087,927
+30.4%
47,842
+32.0%
0.01%
+20.0%
Q1 2023$834,06436,2400.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 328,270$7,143,1555.15%
One Wealth Advisors, LLC 254,639$5,540,9451.23%
Summit Wealth Group, LLC 58,842$1,2801.14%
Horst & Graben Wealth Management LLC 118,679$2,582,4630.64%
Topel & Distasi Wealth Management, LLC 55,067$1,198,2580.63%
Long Run Wealth Advisors, LLC 84,945$1,848,4030.60%
Klaas Financial Asset Advisors, LLC 104,897$2,282,5590.52%
Fingerlakes Wealth Management, Inc. 18,342$399,1280.49%
Sharkey, Howes & Javer 103,133$2,244,1740.43%
TCWP LLC 22,988$500,2250.38%
View complete list of ISHARES TR shareholders