Geneos Wealth Management Inc. - ISHARES INC ownership

ISHARES INC's ticker is DVYE and the CUSIP is 464286319. A total of 127 filers reported holding ISHARES INC in Q3 2023. The put-call ratio across all filers is 2.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$29,598
-2.8%
1,2430.0%0.00%0.0%
Q2 2023$30,443
-0.0%
1,243
+0.2%
0.00%0.0%
Q1 2023$30,448
+1.8%
1,2410.0%0.00%0.0%
Q4 2022$29,922
-86.4%
1,241
-87.2%
0.00%
-86.7%
Q3 2022$220,000
+266.7%
9,710
+320.3%
0.02%
+400.0%
Q2 2022$60,000
-7.7%
2,310
+14.9%
0.00%0.0%
Q1 2022$65,000
-57.2%
2,010
-49.3%
0.00%
-50.0%
Q4 2021$152,000
+10.9%
3,963
+12.9%
0.01%
+20.0%
Q3 2021$137,000
-25.9%
3,510
-26.0%
0.01%
-28.6%
Q2 2021$185,000
-1.1%
4,741
-0.1%
0.01%
+40.0%
Q1 2021$187,000
+1.6%
4,7480.0%0.01%
-28.6%
Q4 2020$184,000
+557.1%
4,748
+388.5%
0.01%
+600.0%
Q3 2020$28,000
-31.7%
972
-25.8%
0.00%
-50.0%
Q2 2020$41,000
-82.4%
1,310
-84.6%
0.00%
-87.5%
Q1 2020$233,000
+5725.0%
8,528
+8428.0%
0.02%
Q4 2019$4,000
+33.3%
1000.0%0.00%
Q3 2019$3,000
-25.0%
1000.0%0.00%
Q2 2019$4,0000.0%1000.0%0.00%
Q1 2019$4,000
+33.3%
1000.0%0.00%
Q4 2018$3,000
-72.7%
100
-66.7%
0.00%
-100.0%
Q3 2018$11,000
+266.7%
300
+200.0%
0.00%
Q2 2018$3,000
-25.0%
1000.0%0.00%
Q1 2018$4,000
-94.9%
100
-94.7%
0.00%
-100.0%
Q4 2017$79,000
+1875.0%
1,900
+1800.0%
0.01%
Q3 2017$4,0000.0%1000.0%0.00%
Q2 2017$4,000
+33.3%
1000.0%0.00%
Q1 2017$3,0000.0%1000.0%0.00%
Q4 2016$3,000
-57.1%
100
-50.5%
0.00%
-100.0%
Q3 2016$7,000
+133.3%
202
+98.0%
0.00%
Q2 2016$3,0001020.00%
Other shareholders
ISHARES INC shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 176,778$4,702,0003.58%
Argent Advisors, Inc. 83,722$2,227,0001.25%
Fort Point Capital Partners LLC 251,486$6,690,0001.09%
BEACON FINANCIAL GROUP 164,451$4,363,0000.65%
Samalin Investment Counsel, LLC 28,914$769,0000.54%
Endowment Wealth Management, Inc. 15,578$414,0000.50%
Heartwood Wealth Advisors LLC 113,276$3,013,0000.50%
Element Wealth, LLC 18,051$480,0000.48%
MARYLAND CAPITAL ADVISORS INC. 16,966$451,0000.48%
CONSULTIVA WEALTH MANAGEMENT, CORP. 630$17,000,0000.48%
View complete list of ISHARES INC shareholders