NewEdge Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339,218
-19.9%
3,500
-19.4%
0.01%
-21.4%
Q2 2023$423,592
-8.8%
4,340
-7.3%
0.01%
-22.2%
Q1 2023$464,382
+40.3%
4,680
+37.1%
0.02%
+28.6%
Q4 2022$331,007
-18.7%
3,414
-19.4%
0.01%
-26.3%
Q3 2022$407,000
-1.9%
4,237
+3.5%
0.02%0.0%
Q2 2022$415,0004,0950.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders