TRITONPOINT WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 223 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
TRITONPOINT WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$336,092
-13.5%
5,154
-20.8%
0.03%
-22.0%
Q1 2024$388,527
-18.4%
6,504
+144.7%
0.04%
-10.9%
Q4 2023$476,3402,6580.05%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 55,306$3,606,5328.87%
Kozak & Associates, Inc. 254,585$16,802,6204.15%
SAM Advisors, LLC 121,411$7,917,2112.87%
RiverFront Investment Group, LLC 1,448,241$94,4392.52%
SOUTHERN CAPITAL ADVISORS, LLC 47,322$3,085,8451.90%
Pinnacle Family Advisors, LLC 46,462$3,029,7871.68%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 116,665$7,607,7251.62%
ARKANSAS FINANCIAL GROUP, INC. 139,581$9,102,1011.62%
Baltimore-Washington Financial Advisors, Inc. 373,427$24,351,2341.41%
COTTONWOOD CAPITAL ADVISORS, LLC 14,694$973,0320.76%
View complete list of ISHARES TR shareholders