NewEdge Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,418,430$57,929,0258.64%
Heartland Bank & Trust Co 155,410$7,413,0575.60%
Forefront Analytics, LLC 172,832$8,244,0924.25%
Independent Order of Foresters 82,790$3,949,0832.92%
Waldron Private Wealth LLC 795,391$37,9401.85%
FORTE ASSET MANAGEMENT LLC 56,637$2,701,5651.78%
Beta Wealth Group, Inc. 50,599$2,413,6181.38%
Stelac Advisory Services LLC 63,627$3,035,0081.32%
FSM Wealth Advisors, LLC 44,100$2,103,5511.22%
First Capital Advisors Group, LLC. 63,960$3,050,9400.98%
View complete list of ISHARES TR shareholders