TRITONPOINT WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 474 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.65 and the average weighting 0.3%.

Quarter-by-quarter ownership
TRITONPOINT WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,166,633
+23.2%
13,4250.0%0.11%
+13.1%
Q1 2024$947,169
-8.8%
13,425
+424.4%
0.10%
-2.0%
Q4 2023$1,038,4382,5600.10%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 187,362$46,865,00010.94%
Altus Wealth Management, LLC 41,072$10,273,0008.80%
Financial Advantage, Inc. 30,760$7,693,0007.60%
BREAKLINE CAPITAL LLC 15,686$3,924,0004.73%
SFI Advisors, LLC 15,046$3,763,0004.37%
MCMILLION CAPITAL MANAGEMENT INC 15,027$3,759,0003.48%
VALLEY FINANCIAL MANAGEMENT, INC. 22,534$5,636,429,0003.38%
SFMG, LLC 101,024$24,767,0002.89%
Wellspring Financial Advisors, LLC 1,366,861$7,659,0002.83%
SP Asset Management 79,192$19,808,0002.71%
View complete list of ISHARES TR shareholders