Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$185,839
-4.9%
1,8420.0%0.01%0.0%
Q2 2023$195,326
+5.9%
1,8420.0%0.01%
-9.1%
Q1 2023$184,495
+3.8%
1,8420.0%0.01%0.0%
Q4 2022$177,679
+15.4%
1,8420.0%0.01%0.0%
Q3 2022$154,000
-11.5%
1,842
-5.6%
0.01%
+22.2%
Q2 2022$174,000
-15.1%
1,9520.0%0.01%0.0%
Q1 2022$205,000
-6.8%
1,9520.0%0.01%
+12.5%
Q4 2021$220,000
+3.8%
1,9520.0%0.01%0.0%
Q3 2021$212,000
-2.8%
1,9520.0%0.01%
-11.1%
Q2 2021$218,000
-2.2%
1,952
-3.5%
0.01%
+50.0%
Q1 2021$223,000
-10.4%
2,022
-14.1%
0.01%
-40.0%
Q4 2020$249,000
+26.4%
2,354
+95.8%
0.01%0.0%
Q3 2020$197,000
+13.2%
1,2020.0%0.01%0.0%
Q2 2020$174,000
+18.4%
1,2020.0%0.01%0.0%
Q1 2020$147,000
-27.2%
1,2020.0%0.01%
-9.1%
Q4 2019$202,000
+6.9%
1,2020.0%0.01%0.0%
Q3 2019$189,000
-0.5%
1,2020.0%0.01%
-8.3%
Q2 2019$190,000
+4.4%
1,2020.0%0.01%0.0%
Q1 2019$182,000
-11.7%
1,202
-25.8%
0.01%
-20.0%
Q4 2018$206,000
-18.3%
1,6190.0%0.02%
-11.8%
Q3 2018$252,000
-9.7%
1,619
-16.7%
0.02%
-22.7%
Q2 2018$279,000
-0.7%
1,9440.0%0.02%
-12.0%
Q1 2018$281,000
-1.7%
1,9440.0%0.02%
-3.8%
Q4 2017$286,000
+9.6%
1,944
+2.9%
0.03%0.0%
Q3 2017$261,000
+5.2%
1,8890.0%0.03%
+4.0%
Q2 2017$248,000
+4.6%
1,8890.0%0.02%0.0%
Q1 2017$237,000
-20.2%
1,889
-23.5%
0.02%
-35.9%
Q4 2016$297,000
+106.2%
2,469
+96.0%
0.04%
+105.3%
Q3 2016$144,000
-81.2%
1,260
-81.9%
0.02%
-82.9%
Q2 2016$767,000
+909.2%
6,966
+874.3%
0.11%
+825.0%
Q1 2016$76,0007150.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders