Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 26 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,503
+10.4%
4,399
+15.2%
0.03%
+10.0%
Q2 2023$203,316
-0.5%
3,8170.0%0.03%
-9.1%
Q1 2023$204,271
+7.2%
3,817
+4.9%
0.03%0.0%
Q4 2022$190,601
+164.7%
3,637
+154.2%
0.03%
+135.7%
Q3 2022$72,000
-4.0%
1,4310.0%0.01%
-6.7%
Q2 2022$75,000
-72.1%
1,431
-71.0%
0.02%
-70.0%
Q1 2022$269,000
-37.9%
4,936
-33.9%
0.05%
-38.3%
Q4 2021$433,000
+0.2%
7,4630.0%0.08%
-6.9%
Q3 2021$432,000
-0.2%
7,463
+0.7%
0.09%
-2.2%
Q2 2021$433,000
+1.2%
7,4120.0%0.09%
-5.3%
Q1 2021$428,000
-0.9%
7,4120.0%0.09%
-5.1%
Q4 2020$432,0000.0%7,412
-1.3%
0.10%
-5.7%
Q3 2020$432,000
-1.4%
7,512
-1.3%
0.10%
-7.1%
Q2 2020$438,000
-25.3%
7,612
-26.6%
0.11%
-33.5%
Q1 2020$586,000
-19.6%
10,369
-18.8%
0.17%
-1.2%
Q4 2019$729,000
-0.3%
12,7770.0%0.17%
-9.0%
Q3 2019$731,000
+813.8%
12,777
+812.6%
0.19%
+845.0%
Q2 2019$80,000
+2.6%
1,4000.0%0.02%0.0%
Q1 2019$78,000
-3.7%
1,400
-5.7%
0.02%
-9.1%
Q4 2018$81,000
+14.1%
1,485
+14.2%
0.02%
+15.8%
Q3 2018$71,0000.0%1,3000.0%0.02%
-5.0%
Q2 2018$71,0000.0%1,3000.0%0.02%0.0%
Q1 2018$71,000
-81.4%
1,300
-81.0%
0.02%
-81.8%
Q4 2017$382,000
+27.8%
6,848
+156.1%
0.11%
+20.9%
Q3 2017$299,000
+0.3%
2,6740.0%0.09%
-5.2%
Q2 2017$298,000
+1.0%
2,6740.0%0.10%
-1.0%
Q1 2017$295,000
+1.4%
2,6740.0%0.10%
-3.0%
Q4 2016$291,000
+327.9%
2,674
+345.7%
0.10%
+334.8%
Q3 2016$68,000
-16.0%
600
-14.3%
0.02%
-17.9%
Q2 2016$81,000
+2.5%
7000.0%0.03%0.0%
Q1 2016$79,000
-12.2%
700
-12.5%
0.03%
-12.5%
Q4 2015$90,000
-41.9%
800
-42.9%
0.03%
-45.8%
Q3 2015$155,000
+1.3%
1,4000.0%0.06%
+3.5%
Q2 2015$153,000
-8.9%
1,400
-6.7%
0.06%
-10.9%
Q1 2015$168,000
-37.3%
1,500
-37.5%
0.06%
-40.2%
Q4 2014$268,000
-19.5%
2,400
-20.0%
0.11%
-23.6%
Q3 2014$333,000
+4.4%
3,000
+3.4%
0.14%
+5.3%
Q2 2014$319,000
-15.6%
2,900
-17.1%
0.13%
-24.0%
Q1 2014$378,000
-57.9%
3,500
-59.3%
0.18%
-28.9%
Q4 2013$898,000
-18.6%
8,600
-19.1%
0.25%
-63.1%
Q3 2013$1,103,000
-16.2%
10,636
-15.7%
0.67%
-23.4%
Q2 2013$1,317,000
+688.6%
12,615
+741.0%
0.87%
+625.0%
Q1 2013$167,0001,5000.12%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 128,880$6,576,7462.20%
Israel Discount Bank of New York 27,165$1,386,2301.15%
James J. Burns & Company, LLC 75,913$3,8741.04%
MYECFO, LLC 26,068$1,330,2500.92%
Level Financial Advisors 30,442$1,553,4550.87%
ETFIDEA, LLC 32,752$1,671,3350.71%
Northeast Financial Group, Inc. 22,075$1,126,4980.69%
Conrad Siegel Investment Advisors, Inc. 20,183$1,029,9140.53%
ARROW FINANCIAL CORP 84,801$4,327,3960.51%
Sterling Investment Counsel, LLC 16,249$829,1860.48%
View complete list of ISHARES TR shareholders