GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,835,638$161,472,00012.22%
MERIDIAN MANAGEMENT CO 1,155,881$31,983,00010.14%
Clearwater Capital Advisors, LLC 1,562,988$43,248,0004.96%
BALASA DINVERNO & FOLTZ LLC 2,438,615$67,476,0004.55%
Wade Financial Advisory, Inc 316,291$8,752,0003.75%
Callan Capital, LLC 838,501$23,201,0003.19%
Horizon Family Wealth, Inc. 106,732$2,953,0002.93%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075,935$29,771,0002.82%
LINCOLN CAPITAL CORP 137,352$3,801,0001.98%
Beirne Wealth Consulting Services, LLC 127,252$3,530,0001.97%
View complete list of ISHARES TR shareholders