Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$225,317
-3.3%
3,119
+0.4%
0.01%0.0%
Q2 2023$232,950
+5.6%
3,106
+0.6%
0.01%
-7.7%
Q1 2023$220,680
+4.7%
3,0860.0%0.01%0.0%
Q4 2022$210,774
+8.6%
3,0860.0%0.01%0.0%
Q3 2022$194,000
-14.9%
3,086
-12.8%
0.01%
+18.2%
Q2 2022$228,000
-20.8%
3,538
-5.4%
0.01%
-8.3%
Q1 2022$288,000
+33.3%
3,738
+47.3%
0.01%
+50.0%
Q4 2021$216,000
+6.4%
2,5380.0%0.01%0.0%
Q3 2021$203,000
-1.5%
2,5380.0%0.01%0.0%
Q2 2021$206,000
-73.1%
2,538
-73.0%
0.01%
-61.9%
Q1 2021$765,000
+27.3%
9,394
+0.2%
0.02%
-12.5%
Q4 2020$601,000
+103.0%
9,377
+637.8%
0.02%
+60.0%
Q3 2020$296,000
+7.2%
1,2710.0%0.02%0.0%
Q2 2020$276,000
-62.0%
1,271
-69.5%
0.02%
-69.4%
Q1 2020$727,000
-31.2%
4,165
-6.1%
0.05%
-12.5%
Q4 2019$1,057,000
+6.3%
4,435
-0.8%
0.06%
-5.1%
Q3 2019$994,000
-0.8%
4,470
+0.9%
0.06%
-4.8%
Q2 2019$1,002,000
+4.2%
4,431
+0.8%
0.06%
-1.6%
Q1 2019$962,000
+9.7%
4,394
-5.3%
0.06%
-3.1%
Q4 2018$877,000
-21.5%
4,642
-3.3%
0.06%
-12.2%
Q3 2018$1,117,000
+5.9%
4,798
+2.2%
0.07%
-9.8%
Q2 2018$1,055,000
+4.4%
4,695
+1.3%
0.08%
-6.8%
Q1 2018$1,011,000
-3.5%
4,633
-4.6%
0.09%
-6.4%
Q4 2017$1,048,000
+4.1%
4,858
-2.4%
0.09%
-6.0%
Q3 2017$1,007,000
+1.5%
4,979
-1.4%
0.10%
-2.0%
Q2 2017$992,000
+17.3%
5,050
+13.9%
0.10%
+15.9%
Q1 2017$846,000
+24.6%
4,434
+18.9%
0.09%
-2.2%
Q4 2016$679,000
+11.3%
3,728
+6.7%
0.09%
+9.8%
Q3 2016$610,000
-5.9%
3,495
-8.8%
0.08%
-12.8%
Q2 2016$648,000
+67.4%
3,832
+61.9%
0.09%
+59.3%
Q1 2016$387,0002,3670.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders