TrinityPoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$224,643
+4.6%
3,9790.0%0.04%
-4.3%
Q1 2023$214,776
+3.0%
3,979
+0.3%
0.05%
-2.1%
Q4 2022$208,482
+3.7%
3,966
-0.5%
0.05%
+6.8%
Q2 2022$201,000
-38.2%
3,986
-25.2%
0.04%
-25.4%
Q1 2022$325,000
-16.0%
5,328
-9.3%
0.06%
-14.5%
Q4 2021$387,000
+3.5%
5,873
-1.4%
0.07%
-4.2%
Q3 2021$374,0005,9580.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders