WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 89 filers reported holding ISHARES TR in Q4 2019. 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 Q4 2019
NameSharesValueWeighting ↓
ARROW FINANCIAL CORP 102,749$5,738,0001.33%
Bouchey Financial Group Ltd 60,288$3,367,0000.84%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,527$979,0000.76%
CAPRIN ASSET MANAGEMENT LLC /ADV 13,236$739,0000.57%
AllSquare Wealth Management LLC 12,412$693,0000.52%
Bell Rock Capital LLC 7,447$416,0000.24%
Midwest Professional Planners, LTD. 4,292$240,0000.23%
Joseph P. Lucia & Associates, LLC 173,110$3,106,0000.23%
WealthOne, LLC 3,633$203,0000.23%
Biltmore Family Office, LLC 7,125$398,0000.20%
View complete list of ISHARES TR shareholders