ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$45,000
+104.5%
774
+99.0%
0.01%
+75.0%
Q3 2020$22,0000.0%3890.0%0.00%0.0%
Q2 2020$22,0000.0%3890.0%0.00%
-33.3%
Q1 2020$22,000
-8.3%
389
-9.1%
0.01%
+20.0%
Q4 2019$24,000
+100.0%
428
+96.3%
0.01%
+66.7%
Q3 2019$12,0000.0%2180.0%0.00%0.0%
Q2 2019$12,0000.0%2180.0%0.00%0.0%
Q1 2019$12,0002180.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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