WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$248,0000.0%4,317
+0.0%
0.14%
-7.9%
Q2 2020$248,000
+0.8%
4,315
+0.1%
0.15%
-0.7%
Q4 2019$246,000
+4.7%
4,312
+5.1%
0.15%
-8.9%
Q3 2019$235,000
+0.9%
4,101
+0.0%
0.17%
+1.8%
Q2 2019$233,000
+14.8%
4,099
+12.8%
0.16%
-27.9%
Q1 2019$203,000
-6.5%
3,633
-8.5%
0.23%
+20.5%
Q4 2018$217,0003,9690.19%
Other shareholders
ISHARES TR shareholders Q3 2023
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