GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,336,000
-17.8%
3,874
-5.3%
0.12%
-12.0%
Q4 2021$1,626,000
-0.7%
4,090
-0.3%
0.13%
-1.5%
Q3 2021$1,637,000
+0.9%
4,102
-1.3%
0.14%
-34.1%
Q2 2021$1,622,000
+11.5%
4,157
+1.1%
0.20%
-12.0%
Q4 2020$1,455,0004,1110.23%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders