Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$262,034
-1.2%
3,505
-1.4%
0.04%
+8.1%
Q2 2023$265,239
+6.1%
3,555
+1.1%
0.04%
-2.6%
Q1 2023$250,057
-0.5%
3,515
+5.6%
0.04%
-2.6%
Q4 2022$251,315
+8.3%
3,330
-2.9%
0.04%0.0%
Q3 2022$232,000
+5.9%
3,430
+9.6%
0.04%
+8.3%
Q2 2022$219,000
-8.4%
3,130
+10.6%
0.04%
+9.1%
Q1 2022$239,0002,8300.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders