Cardinal Point Wealth Management 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
Cardinal Point Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$525,000
-0.9%
9,4570.0%0.25%
+3.3%
Q2 2021$530,000
+37.0%
9,457
+30.8%
0.24%
+22.6%
Q1 2021$387,000
+2.4%
7,2320.0%0.20%
+1.6%
Q4 2020$378,0007,2320.19%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 743,709$39,833,0008.00%
ARQ WEALTH ADVISORS, LLC 181,888$9,742,0006.30%
Fort Henry Capital, LLC 80,217$4,296,0004.07%
Weaver Consulting Group 90,412$4,842,0002.97%
Aveo Capital Partners, LLC 166,496$8,918,0002.25%
Madrona Financial Services, LLC 77,644$4,159,0002.13%
NORTHWEST WEALTH MANAGEMENT, LLC 62,710$3,359,0002.11%
MARINO, STRAM & ASSOCIATES LLC 74,852$4,009,0001.57%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,725,0001.03%
PATTON ALBERTSON MILLER GROUP, LLC 78,579$4,209,0001.02%
View complete list of ISHARES TR shareholders