NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,361,640
+23.4%
461,132
+24.4%
0.11%
+20.0%
Q2 2023$8,395,800
-3.7%
370,675
-1.8%
0.10%
-12.8%
Q1 2023$8,714,328
+120865.1%
377,571
+19.1%
0.11%
Q4 2022$7,204317,1430.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Journey Advisory Group, LLC 529,689$11,997,4561.78%
Royal Harbor Partners, LLC 154,782$3,505,8121.72%
Vista Private Wealth Partners. LLC 143,857$3,238,2241.34%
Capital Investment Advisors, LLC 1,776,368$40,234,7431.23%
Freestone Capital Holdings, LLC 937,119$21,225,7450.86%
4J Wealth Management LLC 35,703$808,6620.78%
COUNTRY CLUB BANK /GFN 195,379$4,421,4260.35%
W.H. Cornerstone Investments Inc. 15,998$3620.32%
CONFLUENCE INVESTMENT MANAGEMENT LLC 916,292$20,754,0230.30%
JDM Financial Group LLC 12,925$292,7620.25%
View complete list of ISHARES TR shareholders