GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$141
-18.0%
915
-15.6%
0.02%
-15.8%
Q2 2023$172
+12.4%
1,084
-1.5%
0.02%
+5.6%
Q1 2023$153
+5000.0%
1,100
+5138.1%
0.02%
Q4 2022$3
-100.0%
21
-99.3%
0.00%
-100.0%
Q2 2022$380,000
-90.9%
3,031
-88.5%
0.05%
-86.1%
Q1 2022$4,184,000
+44.3%
26,333
+57.5%
0.37%
+55.9%
Q4 2021$2,899,000
-75.4%
16,722
-78.3%
0.24%
-75.7%
Q3 2021$11,773,000
+3747.4%
77,108
+2093.1%
0.97%
+1307.2%
Q3 2019$306,0003,5160.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 772,784$74,635,0009.09%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 381,610$36,856,0008.48%
Great Lakes Retirement, Inc. 256,191$24,751,0007.61%
Atlantic Union Bankshares Corp 494,006$47,711,0006.12%
Stonebridge Financial Planning Group, LLC 55,346$5,345,0004.83%
Global Wealth Management Investment Advisory, Inc. 97,834$9,449,0004.00%
Simplicity Solutions, LLC 1,302,972$125,841,0003.83%
Legacy Wealth Planning, LLC 31,027$2,997,0003.39%
Stokes Capital Advisors, LLC 57,511$5,554,0002.80%
AE Wealth Management LLC 1,334,692$128,905,0002.80%
View complete list of ISHARES TR shareholders