Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,881,206
+0.1%
25,163
-0.1%
0.10%
-1.0%
Q2 2023$1,879,342
+4.9%
25,189
+0.0%
0.10%
-10.1%
Q1 2023$1,791,254
-4.9%
25,179
+0.8%
0.11%
-4.4%
Q4 2022$1,884,512
+12.9%
24,970
+1.0%
0.11%
-0.9%
Q3 2022$1,669,000
-29.8%
24,717
-26.2%
0.12%
-1.7%
Q2 2022$2,376,000
-15.9%
33,512
+0.3%
0.12%
-3.3%
Q1 2022$2,825,000
-1.7%
33,421
+0.8%
0.12%
+11.0%
Q4 2021$2,875,000
+12.9%
33,171
+9.0%
0.11%
+11.2%
Q3 2021$2,547,000
+2.5%
30,422
+0.0%
0.10%
+1.0%
Q2 2021$2,486,000
-5.7%
30,412
-7.5%
0.10%
+31.1%
Q1 2021$2,637,000
+5.8%
32,875
-7.3%
0.07%
-26.0%
Q4 2020$2,492,000
+51.1%
35,456
+138.9%
0.10%
+17.6%
Q3 2020$1,649,000
+0.5%
14,843
-3.1%
0.08%
-6.6%
Q2 2020$1,641,000
+12.6%
15,314
+2.9%
0.09%
-7.1%
Q1 2020$1,458,000
-26.4%
14,876
+3.6%
0.10%
-7.5%
Q4 2019$1,980,000
+9.8%
14,366
+2.5%
0.11%
-1.9%
Q3 2019$1,804,000
+5.9%
14,011
+3.3%
0.11%
+1.9%
Q2 2019$1,703,000
+7.6%
13,559
+1.1%
0.11%
+1.9%
Q1 2019$1,583,000
+8.4%
13,407
-3.1%
0.10%
-3.7%
Q4 2018$1,460,000
-11.9%
13,840
+1.4%
0.11%
-1.8%
Q3 2018$1,657,000
+10.6%
13,645
+6.8%
0.11%
-6.0%
Q2 2018$1,498,000
+62.6%
12,782
+63.4%
0.12%
+46.2%
Q1 2018$921,000
+15.8%
7,823
+17.5%
0.08%
+12.7%
Q4 2017$795,000
+7.7%
6,660
+1.2%
0.07%
-2.7%
Q3 2017$738,000
+1.0%
6,582
-3.3%
0.07%
-2.7%
Q2 2017$731,000
+1.7%
6,805
-1.5%
0.08%0.0%
Q1 2017$719,000
+7.2%
6,911
+4.4%
0.08%
-15.7%
Q4 2016$671,000
+26.4%
6,618
+12.2%
0.09%
+25.4%
Q3 2016$531,000
+65.4%
5,900
+57.1%
0.07%
+51.1%
Q2 2016$321,000
+21.1%
3,755
+20.4%
0.05%
+14.6%
Q1 2016$265,0003,1190.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders