Eagle Ridge Investment Management - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,304,770
-0.8%
45,165
+3.5%
0.25%
+2.9%
Q2 2023$2,323,148
+0.6%
43,619
+1.1%
0.24%
-6.2%
Q1 2023$2,309,385
+8.2%
43,158
+5.9%
0.26%
+4.4%
Q4 2022$2,134,881
+7.2%
40,742
+3.5%
0.25%
-0.4%
Q3 2022$1,991,000
+2.0%
39,354
+6.0%
0.25%
+6.4%
Q2 2022$1,952,000
-4.2%
37,115
-0.7%
0.24%
+8.3%
Q1 2022$2,038,000
-5.4%
37,366
+0.5%
0.22%
-3.6%
Q4 2021$2,154,000
+7.1%
37,165
+6.9%
0.22%
+0.4%
Q3 2021$2,011,000
+6.9%
34,760
+8.0%
0.22%
+2.8%
Q2 2021$1,882,000
+16.2%
32,197
+14.7%
0.22%
+11.2%
Q1 2021$1,620,000
+1.3%
28,079
+2.3%
0.20%
-3.0%
Q4 2020$1,599,000
+1.8%
27,456
+0.4%
0.20%
-8.2%
Q3 2020$1,571,000
+25.5%
27,343
+25.6%
0.22%
+15.8%
Q2 2020$1,252,000
-6.9%
21,764
-8.5%
0.19%
-18.8%
Q1 2020$1,345,000
+2.3%
23,797
+3.3%
0.23%
+33.0%
Q4 2019$1,315,000
+2.6%
23,046
+2.9%
0.18%
-5.4%
Q3 2019$1,282,000
+0.2%
22,402
-0.6%
0.19%0.0%
Q2 2019$1,280,000
+2.0%
22,532
+0.3%
0.19%
+1.1%
Q1 2019$1,255,000
+72.4%
22,465
+68.9%
0.18%
+48.4%
Q4 2018$728,000
-65.4%
13,299
-65.7%
0.12%
-59.1%
Q3 2018$2,105,000
-0.8%
38,727
+0.1%
0.30%
-5.3%
Q2 2018$2,121,000
+20.7%
38,697
+20.7%
0.32%
+18.1%
Q1 2018$1,757,000
+7.9%
32,072
+9.8%
0.27%
+7.5%
Q4 2017$1,629,000
+17.5%
29,200
+136.0%
0.25%
+9.6%
Q3 2017$1,386,000
+7.0%
12,374
+6.6%
0.23%
-6.5%
Q2 2017$1,295,000
+5.5%
11,610
+4.3%
0.25%
+2.5%
Q1 2017$1,227,000
+11.4%
11,135
+10.1%
0.24%
+4.8%
Q4 2016$1,101,000
-11.4%
10,110
-7.2%
0.23%
-17.0%
Q3 2016$1,243,000
+142.3%
10,900
+144.9%
0.28%
+133.9%
Q2 2016$513,000
+2.2%
4,4500.0%0.12%0.0%
Q1 2016$502,000
+0.8%
4,4500.0%0.12%
-0.8%
Q4 2015$498,000
+1.0%
4,4500.0%0.12%
-6.3%
Q3 2015$493,0004,4500.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 7,265$3,932,0002.77%
Bouchey Financial Group Ltd 101,549$5,834,0001.13%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,234,0000.93%
ARROW FINANCIAL CORP 75,820$4,355,0000.92%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,325$995,0000.56%
Bell Rock Capital LLC 7,481$430,0000.52%
AllSquare Wealth Management LLC 10,831$622,0000.45%
Israel Discount Bank of New York 7,225$415,0000.27%
W.G. Shaheen & Associates DBA Whitney & Co 20,579$1,182,0000.22%
Eagle Ridge Investment Management 27,343$1,571,0000.22%
View complete list of ISHARES TR shareholders