NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTK and the CUSIP is 46436E593. A total of 32 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$1,041,561
-13.0%
55,109
-9.5%
0.01%
-21.4%
Q2 2023$1,196,929
-0.6%
60,912
+2.0%
0.01%
-6.7%
Q1 2023$1,203,730
+98404.9%
59,738
-4.4%
0.02%
Q4 2022$1,22262,5200.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
NOTTINGHAM ADVISORS, INC. 837,822$11,888,1111.84%
Seneca House Advisors 184,103$3,475,8651.81%
ATWOOD & PALMER INC 797,125$15,065,6631.32%
Atlantic Private Wealth, LLC 47,991$907,0220.92%
Krilogy Financial LLC 267,413$5,054,1050.46%
CONFLUENCE INVESTMENT MANAGEMENT LLC 842,910$15,930,9930.25%
Stockman Wealth Management, Inc. 54,484$1,029,7480.23%
COUNTRY CLUB BANK /GFN 107,123$2,023,5520.16%
Community Bank, N.A. 27,945$527,8690.07%
Cetera Advisors LLC 135,752$2,565,7130.04%
View complete list of ISHARES TR shareholders