Newbridge Financial Services Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$109,790
-3.5%
4,981
+0.3%
0.06%
-1.8%
Q2 2023$113,732
-1.8%
4,966
+0.2%
0.06%
-9.7%
Q1 2023$115,823
+2.3%
4,954
-0.6%
0.06%
-4.6%
Q4 2022$113,269
+1.1%
4,985
+1.1%
0.06%
-1.5%
Q3 2022$112,000
-5.1%
4,931
+0.2%
0.07%
-9.6%
Q2 2022$118,000
-3.3%
4,922
+0.1%
0.07%
+21.7%
Q1 2022$122,000
-17.6%
4,916
-11.3%
0.06%
-14.3%
Q4 2021$148,0000.0%5,540
-1.0%
0.07%
-23.9%
Q3 2021$148,000
+825.0%
5,596
+856.6%
0.09%
+820.0%
Q2 2021$16,000
-38.5%
585
-42.1%
0.01%
-47.4%
Q1 2021$26,000
+13.0%
1,010
+17.9%
0.02%0.0%
Q4 2020$23,000
-4.2%
8570.0%0.02%
-20.8%
Q3 2020$24,0008570.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders