GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,131
+0.3%
105,216
+1.4%
0.58%
+5.2%
Q2 2023$5,116
+10.1%
103,783
+9.3%
0.55%
+1.8%
Q1 2023$4,646
+12.2%
94,948
+9.1%
0.54%
+24.0%
Q4 2022$4,141
-99.9%
87,022
+2.9%
0.44%
-1.8%
Q3 2022$4,086,000
+2.2%
84,565
+5.3%
0.45%
-16.6%
Q2 2022$3,998,000
-1.7%
80,282
+2.8%
0.54%
+49.4%
Q1 2022$4,068,000
+5.5%
78,070
+10.3%
0.36%
+13.7%
Q4 2021$3,856,000
+12.8%
70,769
+13.9%
0.32%
+11.7%
Q3 2021$3,417,000
-18.2%
62,135
-18.0%
0.28%
-46.6%
Q2 2021$4,175,000
+16.4%
75,792
+18.7%
0.53%
-8.2%
Q4 2020$3,587,000
-5.0%
63,860
-5.8%
0.58%
-49.6%
Q3 2020$3,776,000
+42.5%
67,764
+42.3%
1.14%
+4.3%
Q2 2020$2,650,000
+38.8%
47,611
+36.4%
1.10%
-18.8%
Q1 2020$1,909,000
-18.2%
34,904
-18.1%
1.35%
+7.5%
Q4 2019$2,334,000
-32.5%
42,604
-31.3%
1.26%
+61.3%
Q3 2019$3,458,000
+525.3%
61,988
+510.2%
0.78%
-46.4%
Q2 2019$553,00010,1591.45%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders