Great Point Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 241 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2019
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 28,032$2,809,0002.90%
NORTHWEST INVESTMENT COUNSELORS, LLC 28,553$2,861,0001.83%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,183,936$118,618,0000.89%
PHILLIPS FINANCIAL MANAGEMENT, LLC 22,740$2,281,0000.65%
ENVESTNET ASSET MANAGEMENT INC 585,912$58,703,0000.60%
Towercrest Capital Management 3,662$367,0000.42%
Homrich & Berg 38,427$3,850,0000.39%
LADENBURG THALMANN FINANCIAL SERVICES INC. 113,195$11,341,0000.25%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 4,265$427,310,0000.20%
COBIZ WEALTH, LLC 7,734$775,0000.18%
View complete list of ISHARES TR shareholders