MERITAGE PORTFOLIO MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$229,000
-21.6%
4,356
-18.7%
0.02%0.0%
Q1 2022$292,000
-5.8%
5,3560.0%0.02%0.0%
Q4 2021$310,000
+9.5%
5,356
+9.7%
0.02%
+5.9%
Q3 2021$283,000
-0.7%
4,8840.0%0.02%0.0%
Q2 2021$285,000
+1.1%
4,8840.0%0.02%
-10.5%
Q1 2021$282,000
-1.1%
4,8840.0%0.02%
-9.5%
Q4 2020$285,000
+1.4%
4,8840.0%0.02%
-16.0%
Q3 2020$281,0000.0%4,8840.0%0.02%
-7.4%
Q2 2020$281,0004,8840.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bouchey Financial Group Ltd 104,524$6,089,0001.04%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,252,0000.94%
ARROW FINANCIAL CORP 77,689$4,526,0000.88%
Israel Discount Bank of New York 15,550$906,0000.66%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,381$663,0000.56%
AllSquare Wealth Management LLC 10,831$631,0000.42%
NexWave Capital Partners LLC 4,000$233,0000.36%
MIRSKY FINANCIAL MANAGEMENT CORP. 9,989$582,0000.30%
Source Financial Advisors LLC 17,300$1,008,0000.27%
Eagle Ridge Investment Management 27,456$1,599,0000.20%
View complete list of ISHARES TR shareholders