Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$893,906
-3.3%
3,310
+0.3%
0.14%
+3.8%
Q2 2023$924,806
-76.6%
3,300
-77.2%
0.13%
-78.2%
Q1 2023$3,954,894
-2.6%
14,484
+1.2%
0.60%
-5.4%
Q4 2022$4,061,926
+13.6%
14,317
+1.3%
0.63%
+6.2%
Q3 2022$3,576,000
-0.5%
14,136
+5.8%
0.60%
+1.7%
Q2 2022$3,593,000
-7.0%
13,361
-0.1%
0.59%
+8.9%
Q1 2022$3,862,000
+317.1%
13,372
+333.9%
0.54%
+334.7%
Q4 2021$926,000
+7.5%
3,082
-1.3%
0.12%
-3.9%
Q3 2021$861,0003,1220.13%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders