NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 64 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,185,081
-10.0%
58,149
-6.3%
0.01%
-13.3%
Q2 2023$1,316,097
-0.9%
62,080
+0.6%
0.02%
-11.8%
Q1 2023$1,328,051
+98860.6%
61,684
-4.4%
0.02%
Q4 2022$1,34264,5230.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 163,762$4,109,0003.32%
Legacy CG, LLC 143,790$3,608,0002.17%
Bradley & Co. Private Wealth Management, LLC 33,756$847,0000.68%
BENJAMIN EDWARDS INC 80,939$2,031,0000.66%
Signature Wealth Management Group 45,026$1,130,0000.57%
BENJAMIN F. EDWARDS & COMPANY, INC. 379,797$9,529,0000.42%
Krilogy Financial LLC 160,002$4,014,0000.40%
LITTLE HOUSE CAPITAL LLC 29,656$744,0000.39%
Capital Investment Advisors, LLC 512,064$12,848,0000.39%
CONFLUENCE INVESTMENT MANAGEMENT LLC 927,298$23,266,0000.31%
View complete list of ISHARES TR shareholders