Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,611,886
-13.4%
14,004
-7.0%
0.13%
-15.2%
Q2 2023$3,016,968
+414.2%
15,063
+411.5%
0.16%
+338.9%
Q1 2023$586,732
-12.9%
2,945
-11.3%
0.04%
-12.2%
Q4 2022$673,432
-46.8%
3,321
-52.8%
0.04%
-52.9%
Q3 2022$1,265,000
-1.5%
7,039
+8.4%
0.09%
+38.1%
Q2 2022$1,284,000
+77.3%
6,495
+79.7%
0.06%
+103.2%
Q1 2022$724,000
+0.1%
3,6140.0%0.03%
+10.7%
Q4 2021$723,000
+5.2%
3,614
-5.2%
0.03%
+7.7%
Q3 2021$687,000
-7.2%
3,814
-5.0%
0.03%
-10.3%
Q2 2021$740,000
-4.4%
4,014
-5.7%
0.03%
+31.8%
Q1 2021$774,000
+2.2%
4,255
-1.4%
0.02%
-26.7%
Q4 2020$757,000
+6.9%
4,317
-10.8%
0.03%
-18.9%
Q3 2020$708,000
+6.6%
4,842
-10.2%
0.04%0.0%
Q2 2020$664,000
+4.1%
5,394
-9.6%
0.04%
-14.0%
Q1 2020$638,000
-27.0%
5,967
-8.7%
0.04%
-8.5%
Q4 2019$874,000
+5.0%
6,535
-1.5%
0.05%
-6.0%
Q3 2019$832,000
+2.6%
6,633
-0.7%
0.05%0.0%
Q2 2019$811,000
+0.1%
6,681
-1.5%
0.05%
-5.7%
Q1 2019$810,000
+11.7%
6,785
-0.6%
0.05%
-1.9%
Q4 2018$725,000
-13.8%
6,827
-3.6%
0.05%
-3.6%
Q3 2018$841,000
-1.6%
7,082
-2.1%
0.06%
-16.4%
Q2 2018$855,000
-11.7%
7,231
-11.2%
0.07%
-21.2%
Q1 2018$968,000
-7.0%
8,141
-0.9%
0.08%
-8.6%
Q4 2017$1,041,000
-0.1%
8,217
-4.9%
0.09%
-10.6%
Q3 2017$1,042,000
-9.2%
8,636
-8.5%
0.10%
-11.9%
Q2 2017$1,148,000
+5.0%
9,436
+2.5%
0.12%
+3.5%
Q1 2017$1,093,000
+5.5%
9,210
-1.6%
0.11%
-16.8%
Q4 2016$1,036,000
-7.4%
9,358
-4.8%
0.14%
-9.3%
Q3 2016$1,119,000
-7.5%
9,829
-6.3%
0.15%
-14.2%
Q2 2016$1,210,000
+7.6%
10,486
+5.7%
0.18%
+2.3%
Q1 2016$1,125,0009,9160.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders