GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 202 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2022
NameSharesValueWeighting ↓
Wealthquest Corp 709,769$35,552,0005.36%
Aspire Wealth Management Corp 105,696$5,294,0004.88%
FAS Wealth Partners, Inc. 831,269$41,638,0004.38%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 176,800$8,855,0004.19%
Dentgroup LLC 65,328$3,272,0003.64%
Clearstead Advisors, LLC 858,882$43,021,0003.35%
Equitable Holdings, Inc. 3,310,338$165,815,0003.16%
Corsicana & Co. 47,286$2,369,0001.87%
Sunburst Financial Group, LLC 62,721$3,142,0001.51%
Surevest, LLC 81,878$4,101,0001.08%
View complete list of ISHARES TR shareholders