NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 125 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$240,306
+5791.3%
7,271
+6010.1%
0.00%
Q2 2023$4,079
-1.2%
1190.0%0.00%
Q1 2023$4,127
-94.1%
119
-94.4%
0.00%
-100.0%
Q4 2022$69,5762,1300.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tower Wealth Partners, Inc. 229,890$7,791,0008.92%
Leelyn Smith, LLC 351,591$13,838,0004.42%
USAdvisors Wealth Management, LLC 257,474$8,776,0004.22%
Wade Financial Advisory, Inc 112,718$3,820,0002.56%
Burns Matteson Capital Management, LLC 54,341$1,841,6012.03%
Clear Creek Financial Management, LLC 262,339$8,890,0001.71%
PFG Private Wealth Management, LLC 64,893$2,199,0001.68%
HBK Sorce Advisory LLC 801,672$27,169,0001.68%
Brickley Wealth Management 140,528$4,762,0001.31%
Stewardship Financial Advisors, LLC 80,137$2,716,0000.99%
View complete list of ISHARES TR shareholders