Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$126,000
-4.5%
2,5000.0%0.01%
+60.0%
Q2 2022$132,000
-26.3%
2,500
-23.7%
0.01%0.0%
Q1 2022$179,000
-5.8%
3,2750.0%0.01%
+25.0%
Q4 2021$190,000
+0.5%
3,2750.0%0.00%
-20.0%
Q3 2021$189,000
-1.0%
3,2750.0%0.01%0.0%
Q2 2021$191,000
+32.6%
3,275
+31.0%
0.01%
+25.0%
Q1 2021$144,0002,5000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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