GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Darwin Wealth Management, LLC 324,555$11,118,0008.05%
Madden Advisory Services, Inc. 183,119$6,273,0003.80%
Live Your Vision, LLC 128,874$4,413,0001.49%
Delta Dental Plan of Michigan, Inc. 131,343$4,500,0001.39%
Barber Financial Group, Inc. 127,053$4,353,0001.16%
Madrona Financial Services, LLC 39,929$1,368,0001.09%
CENTAURUS FINANCIAL, INC. 133,111$4,560,0001.07%
MARINO, STRAM & ASSOCIATES LLC 33,141$1,135,0001.05%
Capital Advisory Group Advisory Services, LLC 36,575$1,249,0000.91%
PFG Advisors 24,062$824,0000.78%
View complete list of ISHARES TR shareholders