Crestwood Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$409,000
-1.4%
7,505
+4.9%
0.01%0.0%
Q4 2021$415,000
+7.0%
7,155
+6.7%
0.01%0.0%
Q3 2021$388,000
+3.2%
6,705
+4.3%
0.01%0.0%
Q2 2021$376,000
+5.9%
6,426
+4.5%
0.01%0.0%
Q1 2021$355,000
-0.8%
6,1510.0%0.01%
-8.3%
Q4 2020$358,000
+1.4%
6,1510.0%0.01%
-7.7%
Q3 2020$353,000
-6.9%
6,151
-6.6%
0.01%
-13.3%
Q2 2020$379,000
+6.8%
6,585
+4.8%
0.02%
-16.7%
Q1 2020$355,000
+12.3%
6,285
+13.6%
0.02%
+38.5%
Q4 2019$316,000
-0.3%
5,5350.0%0.01%
-7.1%
Q3 2019$317,000
+19.2%
5,535
+18.1%
0.01%
+16.7%
Q2 2019$266,000
+303.0%
4,685
+680.8%
0.01%
+100.0%
Q1 2017$66,0006000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 82,725$4,426,6151.43%
James J. Burns & Company, LLC 99,606$5,3301.37%
NBT BANK N A /NY 169,770$9,084,3931.33%
Israel Discount Bank of New York 26,410$1,413,1991.06%
Conrad Siegel Investment Advisors, Inc. 19,482$1,042,5020.92%
ETFIDEA, LLC 37,315$1,996,7260.87%
Level Financial Advisors 23,200$1,241,4320.74%
MYECFO, LLC 17,390$930,5390.70%
ARROW FINANCIAL CORP 84,139$4,502,2780.59%
ALESCO ADVISORS LLC 253,821$13,581,9620.50%
View complete list of ISHARES TR shareholders