Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,587,856
-7.8%
62,514
-4.4%
0.24%
-0.4%
Q2 2023$1,722,482
-21.6%
65,419
-18.2%
0.24%
-27.0%
Q1 2023$2,197,303
-4.6%
79,931
-5.8%
0.33%
-7.2%
Q4 2022$2,304,200
+189.1%
84,838
+139.8%
0.36%
+169.9%
Q3 2022$797,000
-19.2%
35,386
-2.5%
0.13%
-17.4%
Q2 2022$986,000
+69.4%
36,306
+98.2%
0.16%
+98.8%
Q1 2022$582,00018,3220.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders