Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 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
Q3 2023$112,878
-5.9%
1,6860.0%0.01%0.0%
Q2 2023$119,993
+10.0%
1,6860.0%0.01%
-14.3%
Q1 2023$109,067
-6.0%
1,686
-17.2%
0.01%0.0%
Q4 2022$115,971
-34.8%
2,036
-33.6%
0.01%
-41.7%
Q3 2022$178,000
-1.1%
3,064
-2.2%
0.01%
+33.3%
Q2 2022$180,000
-43.0%
3,134
-25.8%
0.01%
-35.7%
Q1 2022$316,000
-16.4%
4,224
-6.2%
0.01%0.0%
Q4 2021$378,000
+7.4%
4,5040.0%0.01%
+7.7%
Q3 2021$352,000
-14.6%
4,504
-14.4%
0.01%
-18.8%
Q2 2021$412,000
-2.4%
5,260
-3.0%
0.02%
+33.3%
Q1 2021$422,000
+4.2%
5,4200.0%0.01%
-25.0%
Q4 2020$405,000
-26.5%
5,420
+140.5%
0.02%
-44.8%
Q3 2020$551,000
+11.8%
2,254
-2.8%
0.03%
+7.4%
Q2 2020$493,000
+20.5%
2,3200.0%0.03%0.0%
Q1 2020$409,000
-40.5%
2,320
-22.5%
0.03%
-27.0%
Q4 2019$687,000
+8.7%
2,993
+2.1%
0.04%
-2.6%
Q3 2019$632,000
-5.2%
2,931
-4.4%
0.04%
-7.3%
Q2 2019$667,000
+1.7%
3,066
-4.6%
0.04%
-4.7%
Q1 2019$656,000
+11.0%
3,213
-3.0%
0.04%
-2.3%
Q4 2018$591,000
-10.3%
3,313
+6.4%
0.04%0.0%
Q3 2018$659,000
+7.7%
3,113
-1.6%
0.04%
-8.3%
Q2 2018$612,000
-14.4%
3,163
-19.4%
0.05%
-22.6%
Q1 2018$715,000
-1.9%
3,923
-3.6%
0.06%
-4.6%
Q4 2017$729,000
+6.0%
4,071
-3.0%
0.06%
-4.4%
Q3 2017$688,000
-4.4%
4,196
-4.4%
0.07%
-8.1%
Q2 2017$720,000
+0.6%
4,389
-1.4%
0.07%0.0%
Q1 2017$716,000
-3.8%
4,451
-9.7%
0.07%
-24.5%
Q4 2016$744,000
+7.5%
4,929
+4.8%
0.10%
+5.4%
Q3 2016$692,000
+0.3%
4,705
-1.4%
0.09%
-7.0%
Q2 2016$690,000
-1.3%
4,7730.0%0.10%
-6.5%
Q1 2016$699,0004,7730.11%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders