GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 277 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,865,000
-33.4%
33,745
-25.8%
0.24%
-56.6%
Q2 2021$4,300,000
+3.8%
45,497
+1.8%
0.54%
-15.8%
Q1 2021$4,141,000
+35.2%
44,698
+30.8%
0.65%
+31.6%
Q4 2020$3,062,000
+41.9%
34,160
+21.8%
0.49%
-24.7%
Q3 2020$2,158,000
+319.0%
28,043
+276.6%
0.65%
+206.1%
Q2 2020$515,0007,4470.21%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 1,310,000$82,451,00010.78%
Psagot Value Holdings Ltd. 2,044,429$128,676,0005.41%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$12,201,0005.24%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 63,465$4,014,0004.96%
New Vernon Capital Holdings II LLC 37,305$2,348,0004.32%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 451,098$28,392,0003.46%
CUMBERLAND ADVISORS INC 77,660$4,888,0003.06%
Donald L. Hagan, LLC 41,597$2,618,0002.52%
Circle Wealth Management, LLC 76,400$4,809,0002.31%
AVALON CAPITAL MANAGEMENT 47,975$3,020,0002.09%
View complete list of ISHARES TR shareholders