Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 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
Fort Point Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$958,343
-1.0%
15,641
+0.0%
0.12%
-6.2%
Q1 2024$968,108
+7.2%
15,640
+395.6%
0.13%
+0.8%
Q4 2023$903,370
+1.1%
3,156
-4.7%
0.13%
-5.9%
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 Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders