WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 108 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2022
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