NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,839,423
+5.9%
159,591
+13.1%
0.06%
+3.2%
Q2 2023$5,513,175
+13.8%
141,074
+8.5%
0.06%
+1.6%
Q1 2023$4,846,012
+676.1%
129,975
+6.4%
0.06%
+258.8%
Q4 2022$624,427
-84.4%
122,194
-1.5%
0.02%
-74.2%
Q3 2022$3,998,000
+19.6%
124,004
+26.2%
0.07%
+20.0%
Q2 2022$3,344,00098,2430.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders