TrinityPoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 234 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,340,000
-17.7%
12,714
-12.0%
0.24%
-15.9%
Q4 2021$1,628,000
+2.8%
14,443
-2.3%
0.29%
-4.6%
Q3 2021$1,583,000
-1.1%
14,776
+2.5%
0.30%
-7.3%
Q2 2021$1,601,000
+38.6%
14,411
+31.9%
0.33%
+21.6%
Q1 2021$1,155,00010,9270.27%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders