GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 519 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 ↓
VAUGHAN & Co SECURITIES, INC. 143,588$13,535,00010.11%
Titus Wealth Management 179,596$16,931,0008.89%
Lantz Financial LLC 115,093$10,849,0005.56%
BT Wealth Management LLC 168,815$15,913,0004.94%
Forefront Analytics, LLC 140,263$13,223,0004.82%
KFA Private Wealth Group, LLC 82,186$7,747,0004.24%
LBMC INVESTMENT ADVISORS, LLC 25,682$44,502,0004.16%
Astor Investment Management LLC 193,841$18,271,0004.06%
WC Walker & Associates, Inc. 79,157$7,461,0004.00%
Bernardo Wealth Planning LLC 63,517$5,987,0003.48%
View complete list of ISHARES TR shareholders