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 ↓
Outlook Wealth Advisors, LLC 88,769$5,443,0002.44%
Richard Bernstein Advisors LLC 1,271,309$77,943,0001.95%
Ayalon Insurance Comp Ltd. 50,033$3,068,0001.44%
CLIENT 1ST ADVISORY GROUP, LLC 18,243$1,118,0000.70%
GREENWOOD CAPITAL ASSOCIATES LLC 65,575$4,021,0000.69%
Salomon & Ludwin, LLC 66,234$4,061,0000.61%
ICICI Prudential Asset Management Co Ltd 48,637$2,982,0000.46%
SENTINEL TRUST CO LBA 31,100$1,907,0000.31%
TCWP LLC 23,134$1,418,0000.30%
Mayfair Advisory Group, LLC 3,239$203,0000.29%
View complete list of ISHARES TR shareholders