TrinityPoint Wealth, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 61 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,092,025
-16.8%
11,799
-16.5%
0.22%
-15.2%
Q2 2023$1,312,849
+4.1%
14,125
+2.7%
0.26%
-5.2%
Q1 2023$1,260,610
+4.2%
13,757
+2.9%
0.27%
-2.2%
Q4 2022$1,210,221
-15.4%
13,374
-17.0%
0.28%
-15.6%
Q3 2022$1,430,000
-15.7%
16,117
-14.2%
0.33%
-12.8%
Q2 2022$1,696,000
-1.4%
18,791
+2.2%
0.38%
+20.6%
Q1 2022$1,720,000
+9.2%
18,394
+11.8%
0.31%
+11.1%
Q4 2021$1,575,00016,4580.28%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Harborview Advisors, LLC 76,616$6,993,0005.34%
Tri-Star Advisors Inc. 33,629$3,110,0001.95%
OmniStar Financial Group, Inc. 15,304$1,397,0001.05%
Semmax Financial Advisors Inc. 21,987$2,007,0000.96%
Riverpoint Wealth Management Holdings, LLC 11,654$1,064,0000.39%
ASSETMARK, INC 640,198$58,437,0000.38%
Titus Wealth Management 4,262$389,0000.28%
Watson Rebecca 4,895$447,0000.26%
Founders Financial Alliance, LLC 4,781$438,0000.26%
WealthOne, LLC 2,590$236,0000.13%
View complete list of ISHARES U S ETF TR shareholders