Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 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$393,212
-10.0%
5,3440.0%0.02%
-13.0%
Q2 2023$436,872
-2.3%
5,3440.0%0.02%
-14.8%
Q1 2023$447,346
-13.9%
5,344
-11.0%
0.03%
-12.9%
Q4 2022$519,846
+6.7%
6,0070.0%0.03%
-8.8%
Q3 2022$487,000
-16.6%
6,007
-9.8%
0.03%
+17.2%
Q2 2022$584,000
-3.5%
6,6570.0%0.03%
+11.5%
Q1 2022$605,000
+2.9%
6,6570.0%0.03%
+18.2%
Q4 2021$588,000
-0.2%
6,657
-10.7%
0.02%
-4.3%
Q3 2021$589,000
-2.8%
7,455
-2.4%
0.02%
-4.2%
Q2 2021$606,000
-1.5%
7,635
+2.6%
0.02%
+41.2%
Q1 2021$615,000
+7.3%
7,4420.0%0.02%
-26.1%
Q4 2020$573,000
-10.7%
7,442
+67.2%
0.02%
-30.3%
Q3 2020$642,000
+4.1%
4,451
-1.5%
0.03%
-2.9%
Q2 2020$617,000
-6.5%
4,517
-5.2%
0.03%
-22.7%
Q1 2020$660,000
-43.2%
4,766
-33.8%
0.04%
-29.0%
Q4 2019$1,161,000
-0.9%
7,2020.0%0.06%
-11.4%
Q3 2019$1,172,000
+6.4%
7,202
-1.5%
0.07%
+2.9%
Q2 2019$1,102,000
+5.3%
7,314
+2.8%
0.07%
-1.4%
Q1 2019$1,047,000
+3.2%
7,114
-6.3%
0.07%
-8.0%
Q4 2018$1,015,000
-0.4%
7,591
-0.2%
0.08%
+10.3%
Q3 2018$1,019,000
-0.6%
7,605
-2.2%
0.07%
-15.0%
Q2 2018$1,025,000
-8.7%
7,775
-11.8%
0.08%
-18.4%
Q1 2018$1,123,000
-11.0%
8,813
-7.3%
0.10%
-13.3%
Q4 2017$1,262,000
-4.7%
9,505
-4.6%
0.11%
-14.4%
Q3 2017$1,324,000
-3.2%
9,965
-5.3%
0.13%
-5.7%
Q2 2017$1,368,000
+3.9%
10,525
+2.6%
0.14%
+2.2%
Q1 2017$1,317,000
+0.8%
10,261
-4.3%
0.14%
-20.3%
Q4 2016$1,306,000
-2.9%
10,726
-2.3%
0.17%
-5.0%
Q3 2016$1,345,000
-10.7%
10,975
-4.5%
0.18%
-17.4%
Q2 2016$1,507,000
+10.5%
11,495
+4.7%
0.22%
+4.8%
Q1 2016$1,364,00010,9750.21%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders