GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 260 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
Q2 2024$37,759,231
+1.1%
756,395
+1.2%
1.64%
+13.8%
Q1 2024$37,332,432
+716178.4%
747,396
+613.9%
1.44%
+235.0%
Q4 2023$5,212
+1.6%
104,686
-0.5%
0.43%
-25.9%
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 451,985$22,563,09120.99%
Matson Money. Inc. 8,527,040$425,669,83714.16%
DORVAL Corp 382,783$18,986,0598.37%
Boston Standard Wealth Management, LLC 594,562$29,680,0006.52%
Trinity Wealth Management, LLC 254,977$12,728,4356.35%
Forum Private Client Group LLC 256,156$12,787,3046.08%
Financial Gravity Asset Management, Inc. 488,070$24,151,3266.03%
PRUDENT INVESTORS NETWORK, INC. 300,865$15,019,1985.43%
SYON CAPITAL LLC 1,171,499$58,481,2415.38%
Compton Financial Group, LLC 329,671$16,457,1765.34%
View complete list of ISHARES TR shareholders