INDY — ISHARES TR

Ownership history in Viewpoint Capital Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Viewpoint Capital Management LLC reported a position in ISHARES TR (INDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2022 Q3)
Avg. % of fund
0.2%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 6,005 — 0% 0.13% $296K $49.29
2025 Q3 UNCHANGED 6,005 — 0% 0.13% $306K $47.01
2025 Q2 UNCHANGED 6,005 — 0% 0.16% $327K $50.22
2025 Q1 UNCHANGED 6,005 — 0% 0.16% $305K $46.89
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INDY price (monthly, adj. close)

Other funds also holding INDY

As of 2025 Q4 — sorted by position size

Cypress Capital Group 3Y 7Y 0.36% PURSUE WEALTH PARTNERS LLC 3Y 0.33% Summit Financial, LLC 3Y 7Y 0.1% KFA Private Wealth Group, LLC 3Y 0.1% OLD MISSION CAPITAL LLC 3Y 7Y 0.07% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.06% Activest Wealth Management 3Y 0.05% PITCAIRN CO 3Y 7Y 0.05% Boreal Capital Management LLC 0.04% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.02%
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