GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$11,694,000
+42.9%
179,929
+57.9%
1.03%
+53.9%
Q4 2021$8,186,000
-48.5%
113,968
-53.0%
0.67%
-49.0%
Q3 2021$15,890,000242,4131.31%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Clearstead Trust, LLC 614,062$36,628,77812.05%
Aspire Wealth Management Corp 100,273$5,981,2764.55%
FAS Wealth Partners, Inc. 708,476$42,260,6044.52%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 157,335$9,385,0463.39%
DB Wealth Management Group, LLC 82,774$4,937,4453.12%
Sunburst Financial Group, LLC 140,491$8,380,2882.96%
Dentgroup LLC 64,114$3,824,3942.82%
Equitable Holdings, Inc. 3,188,526$190,195,5762.73%
Madison Wealth Partners, Inc 44,066$2,628,5341.33%
White Pine Investment CO 62,175$3,7091.30%
View complete list of ISHARES TR shareholders