Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$3,088,899
-52.6%
36,900
-51.0%
0.47%
-53.9%
Q4 2022$6,520,789
+907.8%
75,350
+844.6%
1.02%
+841.7%
Q3 2022$647,000
-1.2%
7,977
+4.2%
0.11%
+0.9%
Q2 2022$655,0007,6570.11%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 131,559$16,271,0003.36%
MinichMacGregor Wealth Management, LLC 22,629$2,798,0002.70%
Fernwood Investment Management, LLC 12,690$1,569,0001.59%
Kalos Management, Inc. 15,103$1,633,0001.36%
Destination Wealth Management 127,440$13,753,0001.32%
ASSETMARK, INC 576,592$71,313,0001.24%
Family Firm, Inc. 10,806$1,336,0000.68%
Evanson Asset Management, LLC 14,744$1,823,0000.62%
BENJAMIN F. EDWARDS & COMPANY, INC. 23,295$2,881,0000.60%
Premier Fund Managers Ltd 3,500$433,0000.42%
View complete list of ISHARES TR shareholders