Guidance Point Advisors, 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
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$212,849
+4.3%
4,062
+0.7%
0.09%
-3.2%
Q3 2022$204,000
-3.3%
4,032
+0.5%
0.09%
+2.2%
Q2 2022$211,000
-2.8%
4,012
+0.5%
0.09%
+11.0%
Q1 2022$217,000
-5.7%
3,993
+0.3%
0.08%
-1.2%
Q4 2021$230,000
+0.9%
3,981
+0.6%
0.08%0.0%
Q3 2021$228,000
-1.3%
3,956
-0.2%
0.08%
-7.8%
Q2 2021$231,000
+1.8%
3,964
+0.5%
0.09%
-4.3%
Q1 2021$227,000
-0.9%
3,946
+0.3%
0.09%
-10.5%
Q4 2020$229,000
+0.9%
3,933
-0.5%
0.10%
-16.0%
Q3 2020$227,000
+0.4%
3,954
+0.5%
0.12%
-0.8%
Q2 2020$226,000
+2.3%
3,935
+0.5%
0.13%
-12.5%
Q1 2020$221,000
-1.3%
3,914
-0.4%
0.14%
+32.1%
Q4 2019$224,000
+0.4%
3,928
+0.7%
0.11%
-10.7%
Q3 2019$223,000
+0.9%
3,901
-0.1%
0.12%
-2.4%
Q2 2019$221,000
+1.8%
3,906
+0.1%
0.12%
-2.3%
Q1 2019$217,000
+2.4%
3,901
+0.4%
0.13%
-7.2%
Q4 2018$212,0003,8850.14%
Other shareholders
ISHARES TR shareholders Q4 2019
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