NewEdge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$44,292,884
+30.5%
1,784,563
+30.5%
0.49%
+27.2%
Q2 2023$33,932,258
-25.2%
1,367,684
-25.2%
0.38%
-32.5%
Q1 2023$45,347,061
+14281.9%
1,827,772
-6.7%
0.57%
+6200.0%
Q4 2022$315,307
-99.4%
1,958,121
-2.6%
0.01%
-98.9%
Q3 2022$49,800,000
+21.8%
2,010,469
+22.5%
0.82%
+20.6%
Q2 2022$40,899,000
+9973.6%
1,640,565
+10047.6%
0.68%
+9585.7%
Q1 2022$406,00016,1670.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Vista Private Wealth Partners. LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders