Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$518,669
+15.0%
1,920
+19.3%
0.03%
+12.5%
Q2 2023$451,062
+13.3%
1,609
+10.4%
0.02%0.0%
Q1 2023$397,946
+4.4%
1,457
+8.5%
0.02%
+4.3%
Q4 2022$381,066
+12.4%
1,3430.0%0.02%0.0%
Q3 2022$339,000
-54.2%
1,343
-50.6%
0.02%
-37.8%
Q2 2022$740,000
-5.7%
2,7210.0%0.04%
+8.8%
Q1 2022$785,000
-9.0%
2,721
-5.4%
0.03%
+3.0%
Q4 2021$863,000
+2.9%
2,875
-5.6%
0.03%
+3.1%
Q3 2021$839,000
-0.6%
3,0440.0%0.03%
-3.0%
Q2 2021$844,000
+4.7%
3,044
-0.8%
0.03%
+50.0%
Q1 2021$806,000
-6.0%
3,068
-10.2%
0.02%
-35.3%
Q4 2020$857,000
-17.6%
3,415
-27.1%
0.03%
-37.0%
Q3 2020$1,040,000
-19.7%
4,685
-23.9%
0.05%
-25.0%
Q2 2020$1,295,000
+8.2%
6,155
-7.5%
0.07%
-10.0%
Q1 2020$1,197,000
-20.0%
6,653
-3.8%
0.08%0.0%
Q4 2019$1,496,000
+14.9%
6,916
-0.5%
0.08%
+2.6%
Q3 2019$1,302,000
-15.9%
6,953
-12.4%
0.08%
-18.8%
Q2 2019$1,549,000
-54.1%
7,934
-54.4%
0.10%
-57.0%
Q1 2019$3,373,000
-39.1%
17,407
-44.0%
0.22%
-45.6%
Q4 2018$5,539,000
+20.4%
31,071
+37.8%
0.41%
+34.0%
Q3 2018$4,600,000
+402.2%
22,549
+338.4%
0.31%
+331.0%
Q2 2018$916,000
-8.7%
5,143
-11.6%
0.07%
-19.3%
Q1 2018$1,003,000
-8.2%
5,815
-7.3%
0.09%
-10.2%
Q4 2017$1,093,000
+33.3%
6,276
+31.5%
0.10%
+21.0%
Q3 2017$820,000
-1.6%
4,773
-4.8%
0.08%
-4.7%
Q2 2017$833,000
+1.1%
5,014
-5.3%
0.08%
-1.2%
Q1 2017$824,000
+3.9%
5,292
-3.9%
0.09%
-18.1%
Q4 2016$793,000
-9.7%
5,505
-5.8%
0.10%
-11.0%
Q3 2016$878,000
-1.0%
5,846
-1.6%
0.12%
-8.5%
Q2 2016$887,000
+0.8%
5,941
-3.9%
0.13%
-4.4%
Q1 2016$880,0006,1850.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders