Great Point Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 203 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Great Point Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$654,000
+4.1%
12,978
+4.2%
0.40%
-5.6%
Q3 2019$628,000
+110.7%
12,456
+110.3%
0.43%
+77.6%
Q2 2019$298,000
+3.8%
5,924
+2.6%
0.24%
-1.2%
Q1 2019$287,000
+15.3%
5,773
+13.5%
0.24%
+3.4%
Q4 2018$249,0005,0850.24%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Prosperity Planning, Inc. 653,645$30,316,04912.67%
Old North State Trust, LLC 349,372$16,20412.63%
Opal Wealth Advisors, LLC 425,145$19,718,22611.54%
MARYLAND CAPITAL ADVISORS INC. 284,699$13,204,34010.08%
Courage Miller Partners, LLC 505,997$23,468,1549.62%
Omega Financial Group, LLC 234,650$10,883,0815.32%
Acorns Advisers, LLC 8,228,082$381,6185.25%
Townsend & Associates, Inc 510,645$23,642,8704.99%
BLUESTEM FINANCIAL ADVISORS, LLC 167,739$7,779,7294.74%
IRON Financial LLC 169,602$7,866,1204.57%
View complete list of ISHARES TR shareholders