WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 105 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$123,883
-32.3%
2,326
-32.0%
0.02%
-14.3%
Q1 2023$182,951
-60.1%
3,419
-60.6%
0.02%
-34.4%
Q1 2022$459,000
-21.9%
8,683
-16.7%
0.03%
-17.9%
Q4 2021$588,000
-2.5%
10,4220.0%0.04%
-2.5%
Q3 2021$603,000
+16.2%
10,422
+17.4%
0.04%
+8.1%
Q2 2021$519,000
+0.6%
8,8770.0%0.04%
-7.5%
Q1 2021$516,000
+5.3%
8,877
+6.0%
0.04%
-4.8%
Q4 2020$490,000
+27.6%
8,378
+25.5%
0.04%
+13.5%
Q3 2020$384,000
-1.3%
6,6780.0%0.04%
-7.5%
Q2 2020$389,0006,6780.04%
Other shareholders
ISHARES TR shareholders Q2 2021
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