NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 23 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,777,777
+247.2%
82,589
+252.0%
0.02%
+233.3%
Q2 2023$512,095
+36.9%
23,463
+37.9%
0.01%
+20.0%
Q1 2023$374,015
+100441.7%
17,016
-2.2%
0.01%
Q4 2022$37217,3990.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 184,873$3,979,4971.18%
Straight Path Wealth Management 20,992$451,8650.31%
WRAPMANAGER INC 24,160$520,0580.17%
Ironwood Financial, llc 19,690$423,8390.11%
THOROUGHBRED FINANCIAL SERVICES, LLC 44,574$9590.09%
Robertson Stephens Wealth Management, LLC 58,731$1,264,2200.08%
BBJS FINANCIAL ADVISORS, LLC 10,314$222,0100.08%
IFP Advisors, Inc 43,941$945,8680.04%
Global Retirement Partners, LLC 30,428$645,3830.03%
NewEdge Advisors, LLC 82,589$1,777,7770.02%
View complete list of ISHARES TR shareholders