Viewpoint Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.0%.

Quarter-by-quarter ownership
Viewpoint Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,366
+0.3%
6,0050.0%0.22%
+3.8%
Q2 2023$270,465
+9.6%
6,0050.0%0.21%
-5.9%
Q1 2023$246,866
-2.8%
6,0050.0%0.22%
-9.8%
Q4 2022$254,072
+0.4%
6,0050.0%0.25%
-1.6%
Q3 2022$253,000
+2.8%
6,0050.0%0.25%
+8.2%
Q2 2022$246,000
-11.2%
6,0050.0%0.23%
+8.5%
Q1 2022$277,000
-2.5%
6,0050.0%0.21%
+3.4%
Q4 2021$284,0006,0050.21%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 80,141$3,076,0002.22%
Somerset Capital Management LLP 255,249$9,777,0002.14%
State of Tennessee, Treasury Department 5,522,943$212,026,0001.05%
Curbstone Financial Management Corp 73,570$2,824,0000.74%
Psagot Value Holdings Ltd. 404,277$15,520,0000.63%
BAROMETER CAPITAL MANAGEMENT INC. 95,900$3,682,0000.48%
NewSquare Capital LLC 48,944$1,879,0000.34%
CARRET ASSET MANAGEMENT, LLC 35,175$1,350,0000.21%
WESTWOOD HOLDINGS GROUP INC 459,297$17,632,0000.19%
Beaumont Financial Partners, LLC 44,726$1,717,0000.18%
View complete list of ISHARES TR shareholders