Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 244 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q2 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders