Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 136 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,789
+3.7%
250.0%0.00%
Q1 2023$1,725
-1.8%
250.0%0.00%
Q4 2022$1,757
+75.7%
250.0%0.00%
Q3 2022$1,000
-88.9%
25
-82.0%
0.00%
Q2 2022$9,000
-18.2%
1390.0%0.00%
Q1 2022$11,000
+22.2%
139
+21.9%
0.00%
Q4 2021$9,0000.0%1140.0%0.00%
Q3 2021$9,000
+12.5%
1140.0%0.00%
Q2 2021$8,0000.0%1140.0%0.00%
Q1 2021$8,0000.0%1140.0%0.00%
Q4 2020$8,000
+60.0%
1140.0%0.00%
Q3 2020$5,0000.0%1140.0%0.00%
Q2 2020$5,0000.0%1140.0%0.00%
Q1 2020$5,000
-28.6%
1140.0%0.00%
Q4 2019$7,0000.0%1140.0%0.00%
Q3 2019$7,0000.0%1140.0%0.00%
Q2 2019$7,0000.0%1140.0%0.00%
Q1 2019$7,000
+16.7%
1140.0%0.00%
Q4 2018$6,000
-14.3%
1140.0%0.00%
Q3 2018$7,0000.0%1140.0%0.00%
-100.0%
Q2 2018$7,0000.0%1140.0%0.00%0.0%
Q1 2018$7,0000.0%1140.0%0.00%0.0%
Q4 2017$7,0000.0%1140.0%0.00%0.0%
Q3 2017$7,0000.0%1140.0%0.00%0.0%
Q2 2017$7,000
+16.7%
1140.0%0.00%0.0%
Q1 2017$6,0000.0%1140.0%0.00%0.0%
Q4 2016$6,000
+20.0%
1140.0%0.00%0.0%
Q3 2016$5,0000.0%1140.0%0.00%0.0%
Q2 2016$5,0000.0%1140.0%0.00%0.0%
Q1 2016$5,0001140.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders