GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 42 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1
-99.8%
63
-99.7%
0.00%
-100.0%
Q4 2022$400
-99.9%
18,454
-49.1%
0.04%
-50.0%
Q3 2022$772,000
-4.9%
36,289
-1.6%
0.08%
-22.9%
Q2 2022$812,000
-5.1%
36,865
+1.3%
0.11%
+45.3%
Q1 2022$856,000
-4.6%
36,404
+1.6%
0.08%
+2.7%
Q4 2021$897,000
+8.3%
35,837
+8.8%
0.07%
+7.4%
Q3 2021$828,00032,9450.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 305,585$7,536,0003.88%
Strategic Blueprint, LLC 155,861$3,844,0002.24%
Darwin Wealth Management, LLC 171,143$4,212,0001.34%
Asset Management Group, Inc. 115,707$2,853,0001.08%
Crumly & Associates Inc. 30,838$760,0000.93%
Summit X, LLC 80,583$1,998,0000.93%
BEAM WEALTH ADVISORS, INC. 24,532$605,0000.60%
Atria Investments, Inc 236,777$5,839,0000.45%
Systelligence, LLC 38,082$939,0000.44%
Financial Insights, Inc. 13,318$328,0000.35%
View complete list of ISHARES TR shareholders