Fort Point Capital Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 65 filers reported holding ISHARES TR in Q2 2017. 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
Q3 2023$203,325
-7.1%
5,987
-3.6%
0.03%0.0%
Q2 2023$218,876
-6.1%
6,211
-6.8%
0.03%
-11.4%
Q1 2023$232,973
+1.3%
6,664
-2.6%
0.04%
-2.8%
Q4 2022$229,892
-16.4%
6,840
-18.8%
0.04%
-21.7%
Q3 2022$275,000
-12.1%
8,421
-7.0%
0.05%
-9.8%
Q2 2022$313,000
-68.2%
9,054
-65.3%
0.05%
-62.8%
Q1 2022$983,000
+40.2%
26,096
+49.0%
0.14%
+45.7%
Q4 2021$701,000
+9.2%
17,518
+7.7%
0.09%
-2.1%
Q3 2021$642,000
-45.8%
16,260
-45.4%
0.10%
-55.8%
Q2 2021$1,184,000
+120.9%
29,754
+114.4%
0.22%
+88.7%
Q1 2021$536,000
-16.6%
13,876
-16.4%
0.12%
-21.8%
Q4 2020$643,000
-14.7%
16,592
-18.2%
0.15%
-22.6%
Q3 2020$754,000
+51.7%
20,289
+48.6%
0.19%
+22.6%
Q2 2020$497,000
+125.9%
13,657
+110.9%
0.16%
+27.0%
Q2 2017$220,000
+1.9%
6,4760.0%0.12%
+9.9%
Q1 2017$216,000
+1.9%
6,4760.0%0.11%
-4.3%
Q4 2016$212,000
-1.9%
6,4760.0%0.12%
+18.4%
Q3 2016$216,000
+1.9%
6,4760.0%0.10%
-4.9%
Q2 2016$212,000
+1.4%
6,4760.0%0.10%
-2.8%
Q1 2016$209,0006,4760.11%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders