WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 116 filers reported holding ISHARES TR in Q4 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 Q4 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