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 ↓
Midwest Professional Planners, LTD. 7,103$2,698,0002.12%
Bouchey Financial Group Ltd 96,382$5,545,0001.17%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,921$1,261,0000.97%
ARROW FINANCIAL CORP 75,146$4,323,0000.94%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,121$985,0000.59%
Bell Rock Capital LLC 7,455$429,0000.56%
AllSquare Wealth Management LLC 11,289$650,0000.49%
QCI ASSET MANAGEMENT INC/NY 83,191$4,786,0000.37%
W.G. Shaheen & Associates DBA Whitney & Co 20,489$1,179,0000.24%
Israel Discount Bank of New York 5,925$341,0000.23%
View complete list of ISHARES TR shareholders