GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 575 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.

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 Q4 2021
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders