GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,649
-37.0%
78,002
-34.6%
0.30%
-33.9%
Q2 2023$4,204
-9.2%
119,299
-10.0%
0.45%
-16.2%
Q1 2023$4,632
+25.1%
132,494
+20.3%
0.54%
+38.6%
Q4 2022$3,702
-99.9%
110,155
+28.0%
0.39%
+27.8%
Q3 2022$2,807,000
+3.6%
86,062
+9.8%
0.31%
-15.7%
Q2 2022$2,710,000
-10.9%
78,377
-2.9%
0.36%
+36.0%
Q1 2022$3,040,00080,6980.27%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders