Independent Wealth Network Inc. - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 108 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Independent Wealth Network Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$539,804
-3.7%
10,578
+0.6%
0.33%
-1.5%
Q2 2023$560,280
+4.2%
10,520
+4.7%
0.34%
-2.0%
Q1 2023$537,443
+9.1%
10,044
+6.8%
0.34%
+2.1%
Q4 2022$492,834
+11.0%
9,405
+7.2%
0.34%
-2.9%
Q3 2022$444,000
-2.2%
8,775
+1.8%
0.35%
+6.1%
Q2 2022$454,000
+3.4%
8,623
+7.2%
0.33%
+17.2%
Q1 2022$439,000
-2.9%
8,046
+3.2%
0.28%
+0.4%
Q4 2021$452,000
+2.5%
7,795
+2.1%
0.28%
-3.5%
Q3 2021$441,0007,6380.29%
Other shareholders
ISHARES TR shareholders Q2 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