GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,375
+804.6%
62,360
+834.4%
0.16%
+875.0%
Q2 2023$152
+310.8%
6,674
+312.0%
0.02%
+300.0%
Q1 2023$371,6200.00%
Q4 2022$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2021$1,575,00059,3780.13%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders