TrinityPoint Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 267 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
TrinityPoint Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$985,773
-4.9%
19,850
+0.8%
0.20%
-3.0%
Q2 2023$1,036,361
+3.7%
19,691
+3.2%
0.20%
-5.6%
Q1 2023$999,566
-1.8%
19,083
-11.0%
0.21%
-7.8%
Q4 2022$1,018,351
+18.1%
21,439
-1.6%
0.23%
+17.8%
Q3 2022$862,000
-71.2%
21,788
-67.3%
0.20%
-70.2%
Q2 2022$2,996,000
-16.6%
66,645
-1.0%
0.66%
+1.7%
Q1 2022$3,594,000
-0.8%
67,296
+8.0%
0.65%
+1.2%
Q4 2021$3,623,000
+60.1%
62,296
+54.3%
0.64%
+48.5%
Q3 2021$2,263,000
+9.1%
40,374
+11.5%
0.43%
+2.1%
Q2 2021$2,075,000
+105.2%
36,223
+78.7%
0.42%
+24.3%
Q4 2019$1,011,000
+9.9%
20,271
+6.0%
0.34%
+6.6%
Q3 2019$920,000
+9.8%
19,127
+6.2%
0.32%
-20.4%
Q2 2019$838,000
+4.4%
18,011
+2.8%
0.40%
+1.8%
Q1 2019$803,000
+38.0%
17,512
+24.4%
0.40%
+10.6%
Q4 2018$582,00014,0800.36%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders