MISSION WEALTH MANAGEMENT, LP - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 43 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$805,000
-10.7%
15,904
-7.1%
0.04%
-8.5%
Q2 2022$901,000
-3.6%
17,125
-0.1%
0.05%
+9.3%
Q1 2022$935,000
-44.9%
17,141
-41.4%
0.04%
-43.4%
Q4 2021$1,696,000
-0.2%
29,258
-0.4%
0.08%
-11.6%
Q3 2021$1,699,000
+4.1%
29,368
+5.2%
0.09%
-1.1%
Q2 2021$1,632,000
+20.3%
27,914
+18.7%
0.09%
+10.1%
Q1 2021$1,357,000
-3.6%
23,514
-2.7%
0.08%
-10.2%
Q4 2020$1,408,000
+8.1%
24,164
+6.6%
0.09%
-10.2%
Q3 2020$1,303,000
+124.7%
22,678
+118.5%
0.10%
+46.3%
Q1 2019$580,000
+0.5%
10,380
-1.4%
0.07%
-10.7%
Q4 2018$577,000
-4.2%
10,530
-5.0%
0.08%
-5.1%
Q3 2018$602,000
-0.7%
11,080
+0.3%
0.08%
-11.2%
Q2 2018$606,000
+1.5%
11,050
+1.4%
0.09%
-7.3%
Q1 2018$597,000
+141.7%
10,900
+146.6%
0.10%
+128.6%
Q4 2017$247,000
+7.4%
4,420
+115.1%
0.04%0.0%
Q3 2017$230,000
-16.1%
2,055
-16.5%
0.04%
-19.2%
Q2 2017$274,000
-7.7%
2,460
-8.7%
0.05%
-10.3%
Q1 2017$297,000
+2.8%
2,695
+1.5%
0.06%
+1.8%
Q4 2016$289,000
+35.0%
2,655
+42.7%
0.06%0.0%
Q2 2016$214,0001,8600.06%
Other shareholders
ISHARES TR shareholders Q2 2016
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