GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,782
+13.1%
52,251
+16.2%
0.43%
+18.8%
Q2 2023$3,344
-23.0%
44,980
-24.6%
0.36%
-28.9%
Q1 2023$4,342
+27.5%
59,675
+26.3%
0.51%
+41.1%
Q4 2022$3,405
-99.9%
47,234
+23.3%
0.36%
+30.4%
Q3 2022$2,532,000
+1.0%
38,309
+7.3%
0.28%
-17.9%
Q2 2022$2,507,000
-52.5%
35,713
-47.5%
0.34%
-27.6%
Q1 2022$5,280,000
+41.9%
68,078
+48.0%
0.46%
+53.1%
Q4 2021$3,720,000
-48.1%
45,990
-52.9%
0.30%
-48.7%
Q3 2021$7,174,000
+85.0%
97,604
+85.3%
0.59%
+20.6%
Q2 2021$3,878,000
+8.5%
52,675
+0.1%
0.49%
-14.5%
Q4 2020$3,575,000
-0.6%
52,616
-6.8%
0.57%
-47.3%
Q3 2020$3,598,000
+39.9%
56,456
+18.6%
1.09%
-40.1%
Q1 2020$2,571,000
-55.2%
47,611
-45.5%
1.82%
-41.1%
Q4 2019$5,733,000
+1074.8%
87,396
+1048.0%
3.08%
+2702.7%
Q3 2019$488,000
+68.3%
7,613
+62.0%
0.11%
-85.5%
Q2 2019$290,0004,7000.76%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders