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 774,478$48,282,03715.50%
FAS Wealth Partners, Inc. 708,369$44,160,7605.59%
Aspire Wealth Management Corp 100,649$6,274,6114.75%
Sanctuary Wealth Management, L.L.C. 63,860$3,981,1224.21%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 158,071$9,854,3823.40%
Sunburst Financial Group, LLC 145,103$9,045,9243.16%
Dentgroup LLC 64,972$4,050,4642.93%
Equitable Holdings, Inc. 3,265,338$203,565,7432.93%
Strategic Financial Concepts, LLC 55,683$3,471,3551.28%
Madison Wealth Partners, Inc 43,642$2,720,7001.27%
View complete list of ISHARES TR shareholders