GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 261 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$617,796
-19.5%
10,848
-18.2%
0.03%
-10.0%
Q1 2024$767,632
+91284.8%
13,269
-13.0%
0.03%
-56.5%
Q4 2023$840
+6.3%
15,248
-4.1%
0.07%
-23.3%
Q3 2023$790
-4.6%
15,904
+1.1%
0.09%
+1.1%
Q2 2023$828
+3.6%
15,725
+3.1%
0.09%
-4.3%
Q1 2023$799
-41.1%
15,247
-46.6%
0.09%
-35.0%
Q4 2022$1,357
-99.9%
28,567
-6.7%
0.14%
+8.3%
Q3 2022$1,212,000
-72.3%
30,622
-68.6%
0.13%
-77.5%
Q2 2022$4,381,000
-18.3%
97,437
-2.9%
0.59%
+24.6%
Q1 2022$5,361,000
-10.2%
100,379
-2.2%
0.47%
-3.3%
Q4 2021$5,969,000
+41.2%
102,628
+36.1%
0.49%
+39.5%
Q3 2021$4,228,000
+0.7%
75,417
+2.9%
0.35%
-34.3%
Q2 2021$4,197,000
+221.1%
73,307
+202.9%
0.53%
+160.3%
Q1 2021$1,307,000
+3.2%
24,198
-2.1%
0.20%
+0.5%
Q4 2020$1,267,000
+212.1%
24,711
+159.8%
0.20%
+20.8%
Q2 2020$406,000
+15.3%
9,513
+0.1%
0.17%
-32.5%
Q1 2020$352,000
-25.7%
9,503
+0.0%
0.25%
-2.4%
Q4 2019$474,000
+9.0%
9,500
-0.1%
0.26%
+160.2%
Q3 2019$435,000
-1.8%
9,505
+0.1%
0.10%
-91.6%
Q2 2019$443,0009,5001.16%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Israel Discount Bank of New York 205,534$11,308,4808.86%
Elm Partners Management LLC 1,007,373$55,425,6795.04%
Palisades Hudson Asset Management, L.P. 188,672$10,3815.04%
GenTrust, LLC 1,116,328$61,420,3464.06%
Blue Edge Capital, LLC 381,475$20,988,7553.96%
Altman Advisors, Inc. 137,018$7,538,7303.95%
Consilium Wealth Advisory, LLC 105,057$5,780,2563.48%
SYNTAX RESEARCH, INC. 75,084$4,131,1093.46%
FIRST INTERSTATE BANK 725,192$39,900,0642.96%
Integris Wealth Management, LLC 160,889$8,852,1132.62%
View complete list of ISHARES TR shareholders