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 ↓
Midwest Professional Planners, LTD. 52,791$2,891,0002.60%
Bouchey Financial Group Ltd 89,000$4,875,0001.40%
ARROW FINANCIAL CORP 90,532$4,958,0001.15%
CAPRIN ASSET MANAGEMENT LLC /ADV 13,236$725,0000.58%
AllSquare Wealth Management LLC 12,362$677,0000.54%
Israel Discount Bank of New York 13,040$715,0000.48%
B. Riley Financial, Inc. 28,347$1,553,0000.43%
Eagle Ridge Investment Management 32,072$1,757,0000.27%
Biltmore Family Office, LLC 8,950$490,0000.22%
Starfire Investment Advisers, Inc. 6,531$357,0000.19%
View complete list of ISHARES TR shareholders