Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$109,171
-6.4%
4670.0%0.01%0.0%
Q2 2023$116,666
+9.6%
4670.0%0.01%0.0%
Q1 2023$106,401
-6.3%
467
-12.2%
0.01%
-14.3%
Q4 2022$113,609
+9.2%
5320.0%0.01%0.0%
Q3 2022$104,000
-35.0%
532
-28.5%
0.01%
-12.5%
Q2 2022$160,000
-20.0%
7440.0%0.01%
-11.1%
Q1 2022$200,000
-2.4%
7440.0%0.01%
+12.5%
Q4 2021$205,000
+11.4%
7440.0%0.01%
+14.3%
Q3 2021$184,000
-5.6%
7440.0%0.01%
-12.5%
Q2 2021$195,000
-13.3%
744
-11.0%
0.01%
+33.3%
Q1 2021$225,000
+30.8%
836
+2.0%
0.01%
-14.3%
Q4 2020$172,000
-10.9%
820
-15.4%
0.01%
-30.0%
Q3 2020$193,000
+47.3%
969
+14.8%
0.01%
+42.9%
Q2 2020$131,000
+8.3%
844
-4.0%
0.01%
-12.5%
Q1 2020$121,000
-75.5%
879
-65.0%
0.01%
-69.2%
Q4 2019$493,000
+5.6%
2,5140.0%0.03%
-7.1%
Q3 2019$467,000
-2.9%
2,514
-1.7%
0.03%
-6.7%
Q2 2019$481,000
-0.2%
2,558
-0.6%
0.03%
-6.2%
Q1 2019$482,000
+14.5%
2,5740.0%0.03%
+3.2%
Q4 2018$421,000
-20.0%
2,5740.0%0.03%
-11.4%
Q3 2018$526,000
+16.1%
2,574
+5.7%
0.04%0.0%
Q2 2018$453,000
-0.4%
2,4360.0%0.04%
-12.5%
Q1 2018$455,000
-4.4%
2,436
-2.1%
0.04%
-7.0%
Q4 2017$476,000
+0.6%
2,489
-6.3%
0.04%
-8.5%
Q3 2017$473,000
-2.9%
2,656
-6.3%
0.05%
-6.0%
Q2 2017$487,000
+0.4%
2,835
-4.2%
0.05%0.0%
Q1 2017$485,000
+4.3%
2,960
+3.5%
0.05%
-18.0%
Q4 2016$465,000
+3.6%
2,860
-7.6%
0.06%
+1.7%
Q3 2016$449,000
+7.2%
3,0950.0%0.06%
-1.6%
Q2 2016$419,000
-80.6%
3,095
-79.7%
0.06%
-81.5%
Q1 2016$2,155,00015,2460.33%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders