NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 24 filers reported holding ISHARES TR in Q2 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
Q2 2024$1,118
-99.8%
35
-99.8%
0.00%
-100.0%
Q1 2024$522,703
+14.2%
16,593
+6.2%
0.01%
+25.0%
Q4 2023$457,612
+16.2%
15,617
+10.5%
0.00%0.0%
Q3 2023$393,819
+18.8%
14,133
+21.3%
0.00%0.0%
Q2 2023$331,559
+1275126.9%
11,652
+1165100.0%
0.00%
Q4 2022$2610.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CAPITAL WEALTH MANAGEMENT, LLC 239,528$7,650,0453.50%
Comprehensive Wealth Management, LLC 56,455$1,803,0601.32%
Systelligence, LLC 117,474$3,751,8851.00%
Solano Wealth Management, Inc. 40,167$1,282,8540.70%
Sachetta, LLC 45,700$1,464,9450.64%
Trademark Financial Management, LLC 21,272$679,3830.55%
WESCAP Management Group, Inc. 31,200$996,4760.28%
Certified Advisory Corp 39,259$1,253,8570.16%
ROVIN CAPITAL /UT/ /ADV 11,632$3720.16%
Glass Jacobson Investment Advisors llc 5,567$177,8100.06%
View complete list of ISHARES TR shareholders