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 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders