Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 106 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,553,455
+25.7%
30,442
+31.2%
0.87%
+25.9%
Q2 2023$1,235,632
-0.5%
23,2000.0%0.69%
-7.4%
Q1 2023$1,241,432
-1.4%
23,200
-3.4%
0.74%
-9.7%
Q4 2022$1,259,000
+81.7%
24,019
+75.4%
0.82%
+61.1%
Q3 2022$693,000
+371.4%
13,692
+391.3%
0.51%
+374.1%
Q2 2022$147,0002,7870.11%
Other shareholders
ISHARES TR shareholders Q3 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