Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$879,884
-4.8%
17,486
+0.1%
0.05%
-2.1%
Q2 2023$924,726
+19.9%
17,467
+20.7%
0.05%
+6.7%
Q1 2023$771,411
-0.2%
14,4730.0%0.04%
-4.3%
Q4 2022$773,292
+6.2%
14,4730.0%0.05%
-9.6%
Q3 2022$728,000
-55.5%
14,473
-52.4%
0.05%
-55.9%
Q2 2022$1,635,000
+897.0%
30,388
+899.6%
0.12%
+391.7%
Q3 2018$164,000
-1.8%
3,0400.0%0.02%
-7.7%
Q2 2018$167,0000.0%3,0400.0%0.03%
-10.3%
Q1 2018$167,000
-1.8%
3,0400.0%0.03%
+3.6%
Q4 2017$170,0000.0%3,040
+100.0%
0.03%
-3.4%
Q3 2017$170,000
+1.8%
1,5200.0%0.03%
-38.3%
Q1 2017$167,000
+0.6%
1,5200.0%0.05%
-23.0%
Q4 2016$166,000
-4.0%
1,5200.0%0.06%
-11.6%
Q3 2016$173,000
-1.1%
1,5200.0%0.07%
-17.9%
Q2 2016$175,000
+1.7%
1,5200.0%0.08%
-5.6%
Q1 2016$172,000
+1.2%
1,5200.0%0.09%
+9.9%
Q4 2015$170,000
+1.2%
1,5200.0%0.08%
-13.8%
Q3 2015$168,000
+0.6%
1,5200.0%0.09%
+23.7%
Q2 2015$167,000
-2.3%
1,520
-0.7%
0.08%
+1.3%
Q1 2015$171,000
+1.2%
1,531
+0.7%
0.08%
+4.2%
Q4 2014$169,0001,5200.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 52,791$2,891,0002.60%
Bouchey Financial Group Ltd 89,000$4,875,0001.40%
ARROW FINANCIAL CORP 90,532$4,958,0001.15%
CAPRIN ASSET MANAGEMENT LLC /ADV 13,236$725,0000.58%
AllSquare Wealth Management LLC 12,362$677,0000.54%
Israel Discount Bank of New York 13,040$715,0000.48%
B. Riley Financial, Inc. 28,347$1,553,0000.43%
Eagle Ridge Investment Management 32,072$1,757,0000.27%
Biltmore Family Office, LLC 8,950$490,0000.22%
Starfire Investment Advisers, Inc. 6,531$357,0000.19%
View complete list of ISHARES TR shareholders