Beacon Pointe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$302,000
+5.2%
5,610
-3.4%
0.06%
-6.7%
Q3 2019$287,000
-0.7%
5,810
-1.7%
0.06%
-1.6%
Q2 2019$289,000
+2.8%
5,9100.0%0.06%
-4.7%
Q1 2019$281,000
+11.1%
5,910
-0.8%
0.06%
-29.7%
Q4 2018$253,0005,9600.09%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 783,407$46,628,0008.34%
Tower Wealth Partners, Inc. 125,758$8,018,0007.61%
Flagship Private Wealth, LLC 84,917$5,054,0005.22%
Drake & Associates, LLC 141,757$8,437,0004.80%
MY Wealth Management Inc. 54,212$3,227,0003.46%
Systelligence, LLC 157,467$9,372,0002.87%
USAdvisors Wealth Management, LLC 68,908$4,101,0002.10%
OneAscent Financial Services LLC 51,564$3,069,0001.22%
Barber Financial Group, Inc. 64,629$3,847,0001.12%
Bluesphere Advisors, LLC 18,485$1,100,0001.10%
View complete list of ISHARES TR shareholders