NewEdge Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 221 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$778,941
+2.6%
16,330
-1.4%
0.03%
-9.1%
Q4 2022$759,569
+4.2%
16,570
-4.9%
0.03%
-2.9%
Q3 2022$729,000
-9.2%
17,417
+1.5%
0.03%
-5.6%
Q2 2022$803,000
-8.0%
17,1670.0%0.04%
-7.7%
Q1 2022$873,000
-38.3%
17,167
-42.3%
0.04%
-33.9%
Q4 2021$1,415,000
+3.7%
29,7370.0%0.06%
-27.2%
Q3 2021$1,365,000
-31.7%
29,737
-32.5%
0.08%
-47.1%
Q2 2021$1,998,000
-58.3%
44,026
-58.6%
0.15%
-67.9%
Q1 2021$4,791,000
+162.4%
106,310
+154.4%
0.48%
-15.3%
Q4 2020$1,826,00041,7830.56%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders