Whitegate Investment Counselors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Whitegate Investment Counselors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,576,746
+49.0%
128,880
+55.6%
2.20%
+52.1%
Q2 2023$4,412,591
-0.3%
82,850
+0.2%
1.45%
+1.3%
Q1 2023$4,426,615
+105850.6%
82,725
+3.8%
1.43%
+0.2%
Q4 2022$4,178
-99.9%
79,725
+15.0%
1.43%
+7.3%
Q3 2022$3,508,000
+19.9%
69,350
+24.7%
1.33%
+24.2%
Q2 2022$2,925,000
-31.0%
55,600
-25.2%
1.07%
+39.1%
Q4 2019$4,240,000
+16.7%
74,325
+17.0%
0.77%
+7.9%
Q3 2019$3,633,00063,5000.71%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Bouchey Financial Group Ltd 104,524$6,089,0001.04%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,252,0000.94%
ARROW FINANCIAL CORP 77,689$4,526,0000.88%
Israel Discount Bank of New York 15,550$906,0000.66%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,381$663,0000.56%
AllSquare Wealth Management LLC 10,831$631,0000.42%
NexWave Capital Partners LLC 4,000$233,0000.36%
MIRSKY FINANCIAL MANAGEMENT CORP. 9,989$582,0000.30%
Source Financial Advisors LLC 17,300$1,008,0000.27%
Eagle Ridge Investment Management 27,456$1,599,0000.20%
View complete list of ISHARES TR shareholders