NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTK and the CUSIP is 46436E593. A total of 40 filers reported holding ISHARES TR in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Seneca House Advisors 169,671$3,418,8711.78%
NOTTINGHAM ADVISORS, INC. 619,448$12,481,8861.66%
Krilogy Financial LLC 276,353$5,568,5070.47%
Epic Trust Investment Advisors, LLC 11,861$239,0160.29%
Atlantic Private Wealth, LLC 12,767$257,2520.27%
CONFLUENCE INVESTMENT MANAGEMENT LLC 856,766$17,263,8290.25%
COUNTRY CLUB BANK /GFN 123,107$2,469,5260.20%
FLOW TRADERS U.S. LLC 197,772$3,9850.16%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 39,233$790,5440.06%
Community Bank, N.A. 16,935$341,0600.05%
View complete list of ISHARES TR shareholders