GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 514 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$3,062,000
+1100.8%
32,514
+1135.8%
0.25%
+687.5%
Q2 2021$255,000
-0.4%
2,631
-1.9%
0.03%
-20.0%
Q1 2021$256,000
+14.3%
2,681
+4.8%
0.04%
+11.1%
Q4 2020$224,000
-27.5%
2,557
-18.9%
0.04%
-78.3%
Q4 2019$309,0003,1540.17%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Titus Wealth Management 1,790$15,968,00014.08%
Stratford Consulting, LLC 386,875$36,092,00012.90%
Wolff Financial Management LLC 139,397$13,004,00010.79%
FundX Investment Group, LLC 282,560$26,360,0008.95%
Shamrock Asset Management LLC 114,465$10,678,0008.45%
WealthOne, LLC 71,567$6,676,0007.54%
Bouchey Financial Group Ltd 272,286$25,402,0006.35%
LBMC INVESTMENT ADVISORS, LLC 402,694$37,567,0005.96%
Lantz Financial LLC 87,090$8,125,0005.89%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,937$19,865,0005.76%
View complete list of ISHARES TR shareholders