GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5
-76.2%
95
-79.1%
0.00%
-50.0%
Q4 2022$21
-99.8%
454
+83.8%
0.00%
+100.0%
Q3 2022$11,000
-99.9%
247
-99.9%
0.00%
-99.9%
Q4 2021$18,633,000
+789.4%
326,410
+764.5%
1.52%
+778.6%
Q3 2021$2,095,00037,7560.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders