Great Point Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Great Point Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$716,000
-0.8%
12,902
+0.1%
0.25%
-2.4%
Q2 2021$722,000
+3.1%
12,893
-1.4%
0.25%
-6.0%
Q1 2021$700,000
-6.3%
13,073
-8.7%
0.27%
-16.5%
Q4 2020$747,00014,3170.32%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders