TrinityPoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 348 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.5%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,580,889
-29.9%
16,055
-21.2%
0.32%
-28.4%
Q2 2023$2,255,758
+7.1%
20,364
+10.7%
0.44%
-2.4%
Q1 2023$2,107,135
+154.6%
18,397
+140.5%
0.45%
+139.9%
Q4 2022$827,602
-12.2%
7,650
-11.6%
0.19%
-13.0%
Q3 2022$943,0008,6550.22%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Pacific Wealth Management 34,209$5,077,0003.86%
Richard Bernstein Advisors LLC 618,243$91,748,0001.77%
Krilogy Financial LLC 115,276$17,107,0001.72%
West Wealth Group, LLC 22,857$3,392,0001.28%
Ballew Advisors, Inc 12,793$1,832,0001.28%
Avalon Advisory Group 15,639$2,321,0001.14%
Crown Wealth Group, LLC 7,496$1,112,0001.03%
Spectrum Planning & Advisory Services Inc. 7,173$1,064,0000.97%
FIFTH THIRD SECURITIES, INC. 59,891$8,888,0000.97%
GenWealth Group, Inc. 21,326$3,164,0000.86%
View complete list of ISHARES TR shareholders