GeoWealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 195 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$297
+14.7%
6,570
+19.5%
0.03%
+21.4%
Q2 2023$259
-3.0%
5,496
-1.1%
0.03%
-9.7%
Q1 2023$267
+23.6%
5,558
+20.3%
0.03%
+34.8%
Q4 2022$216
-97.6%
4,622
+2080.2%
0.02%
+2200.0%
Q3 2022$9,000
-18.2%
212
-1.4%
0.00%0.0%
Q2 2022$11,0000.0%2150.0%0.00%0.0%
Q1 2022$11,000
+57.1%
215
+87.0%
0.00%0.0%
Q4 2021$7,000
-30.0%
115
-36.5%
0.00%0.0%
Q3 2021$10,000
+66.7%
181
+72.4%
0.00%0.0%
Q2 2021$6,0001050.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 244,422$10,9905.36%
Atlantic Private Wealth, LLC 79,800$3,614,9583.65%
Private Ocean, LLC 593,180$26,871,0523.41%
Summit Wealth Group, LLC 50,343$2,2812.04%
One Wealth Advisors, LLC 199,579$9,040,9292.01%
Affinity Capital Advisors, LLC 130,502$5,911,7441.62%
Bond & Devick Financial Network, Inc. 53,091$2,405,0221.55%
Omega Financial Group, LLC 67,938$3,077,5991.50%
Stewardship Advisors, LLC 84,394$3,823,0601.49%
Mascoma Wealth Management LLC 102,837$4,658,4951.46%
View complete list of ISHARES TR shareholders