Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q4 2021. 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$69,304
-2.6%
1,0700.0%0.00%0.0%
Q2 2023$71,176
+4.1%
1,0700.0%0.00%0.0%
Q1 2023$68,373
+1.1%
1,0700.0%0.00%0.0%
Q4 2022$67,656
+12.8%
1,0700.0%0.00%0.0%
Q3 2022$60,000
-11.8%
1,070
-5.3%
0.00%
+33.3%
Q2 2022$68,000
-11.7%
1,1300.0%0.00%0.0%
Q1 2022$77,000
-8.3%
1,130
-6.6%
0.00%0.0%
Q4 2021$84,000
+9.1%
1,2100.0%0.00%0.0%
Q3 2021$77,000
-1.3%
1,2100.0%0.00%0.0%
Q2 2021$78,000
+1.3%
1,2100.0%0.00%
+50.0%
Q1 2021$77,000
+4.1%
1,210
+100.0%
0.00%
-33.3%
Q4 2020$74,000
+640.0%
605
+476.2%
0.00%
+200.0%
Q3 2020$10,000
+42.9%
105
+40.0%
0.00%
Q2 2020$7,000
+16.7%
750.0%0.00%
Q1 2020$6,000
-25.0%
750.0%0.00%
Q4 2019$8,0000.0%750.0%0.00%
Q3 2019$8,0000.0%750.0%0.00%
Q2 2019$8,000
+14.3%
750.0%0.00%
Q1 2019$7,0000.0%750.0%0.00%
-100.0%
Q4 2018$7,000
-36.4%
75
-28.6%
0.00%0.0%
Q3 2018$11,000
+10.0%
1050.0%0.00%0.0%
Q2 2018$10,0000.0%1050.0%0.00%0.0%
Q1 2018$10,000
-9.1%
1050.0%0.00%0.0%
Q4 2017$11,000
+10.0%
1050.0%0.00%0.0%
Q3 2017$10,0000.0%1050.0%0.00%0.0%
Q2 2017$10,0000.0%1050.0%0.00%0.0%
Q1 2017$10,000
+11.1%
1050.0%0.00%0.0%
Q4 2016$9,0000.0%1050.0%0.00%0.0%
Q3 2016$9,0000.0%1050.0%0.00%0.0%
Q2 2016$9,000
+12.5%
1050.0%0.00%0.0%
Q1 2016$8,0001050.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders