Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 237 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$4,055,127
+1.5%
20,354
+3.3%
0.62%
-1.3%
Q4 2022$3,996,794
+153.9%
19,710
+125.2%
0.62%
+136.9%
Q3 2022$1,574,000
-32.5%
8,753
-26.8%
0.26%
-31.0%
Q2 2022$2,332,000
-26.8%
11,964
-24.7%
0.38%
-14.2%
Q1 2022$3,184,00015,8920.44%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders