GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,786
-50.5%
107,765
-48.7%
0.32%
-48.1%
Q2 2023$5,632
-58.5%
210,017
-59.0%
0.61%
-61.6%
Q1 2023$13,569
+34.1%
512,182
+24.5%
1.59%
+48.3%
Q4 2022$10,119
-99.8%
411,332
+33.7%
1.07%
+52.2%
Q3 2022$6,441,000307,6730.70%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders