Geneos Wealth Management Inc. - ISHARES INC ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$120,922
-3.5%
1,0060.0%0.01%
-14.3%
Q2 2023$125,299
+6.0%
1,006
+0.2%
0.01%0.0%
Q1 2023$118,190
+7.7%
1,0040.0%0.01%0.0%
Q4 2022$109,732
+54.6%
1,004
+39.6%
0.01%
+40.0%
Q3 2022$71,000
-50.3%
719
-32.3%
0.01%0.0%
Q4 2021$143,000
+6.7%
1,062
+0.7%
0.01%0.0%
Q3 2021$134,0000.0%1,0550.0%0.01%0.0%
Q2 2021$134,000
+3.9%
1,055
+0.7%
0.01%
+25.0%
Q1 2021$129,000
+4.0%
1,048
-0.3%
0.00%
-20.0%
Q4 2020$124,000
+24.0%
1,051
+2.3%
0.01%0.0%
Q3 2020$100,000
+8.7%
1,0270.0%0.01%0.0%
Q2 2020$92,000
+19.5%
1,027
+1.3%
0.01%0.0%
Q1 2020$77,000
-16.3%
1,014
+8.7%
0.01%0.0%
Q4 2019$92,000
+9.5%
933
+1.0%
0.01%0.0%
Q3 2019$84,0000.0%9240.0%0.01%0.0%
Q2 2019$84,000
+3.7%
924
+1.3%
0.01%0.0%
Q1 2019$81,000
+14.1%
912
+0.1%
0.01%0.0%
Q4 2018$71,000
-13.4%
911
+0.9%
0.01%0.0%
Q3 2018$82,000
+3.8%
9030.0%0.01%
-16.7%
Q2 2018$79,000
+2.6%
903
+1.1%
0.01%
-14.3%
Q1 2018$77,000
-1.3%
8930.0%0.01%0.0%
Q4 2017$78,000
+5.4%
893
+1.0%
0.01%0.0%
Q3 2017$74,000
+4.2%
8840.0%0.01%0.0%
Q2 2017$71,000
+4.4%
884
+1.0%
0.01%0.0%
Q1 2017$68,000
+7.9%
8750.0%0.01%
-12.5%
Q4 2016$63,000
+1.6%
875
+0.9%
0.01%0.0%
Q3 2016$62,000
+3.3%
8670.0%0.01%
-11.1%
Q2 2016$60,000
+1.7%
867
+1.3%
0.01%0.0%
Q1 2016$59,0008560.01%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 24,788$2,978,7972.66%
ANGELES WEALTH MANAGEMENT, LLC 149,250$17,935,3732.53%
BEAM WEALTH ADVISORS, INC. 27,611$3,318,0482.36%
Mount Capital Ltd 37,451$4,500,4871.93%
Sumitomo Mitsui DS Asset Management Company, Ltd 858,047$103,111,5081.60%
FLOW TRADERS U.S. LLC 271,938$32,6791.53%
CX Institutional 221,177$26,578,7911.46%
PRUDENTIAL PLC 839,400$100,870,6981.12%
BARINGS LLC 259,892$31,231,2211.06%
Family Asset Management, LLC 11,094$1,333,1660.98%
View complete list of ISHARES INC shareholders