Cardinal Point Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAOR and the CUSIP is 46436E676. A total of 10 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Cardinal Point Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$368,000
-6.1%
14,805
-0.4%
0.18%
-6.4%
Q2 2022$392,000
+7.1%
14,870
+21.2%
0.19%
+15.3%
Q1 2022$366,000
-9.2%
12,270
-3.3%
0.16%
-6.9%
Q4 2021$403,00012,6900.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cardinal Point Capital Management ULC 25,735$692,0190.18%
HARBOUR INVESTMENTS, INC. 11,699$314,5880.02%
Richard Bernstein Advisors LLC 15,157$407,5850.01%
Gould Capital, LLC 174$4,6500.00%
Parallel Advisors, LLC 753$20,2640.00%
Mascoma Wealth Management LLC 68$1,8290.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
AdvisorNet Financial, Inc 72$1,9360.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,644$393,7800.00%
JPMORGAN CHASE & CO 13$3680.00%
View complete list of ISHARES TR shareholders