Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,763
-4.4%
1380.0%0.00%
Q2 2023$9,169
-2.1%
1380.0%0.00%
-100.0%
Q1 2023$9,366
+4.8%
1380.0%0.00%0.0%
Q4 2022$8,941
+11.8%
1380.0%0.00%0.0%
Q3 2022$8,000
-11.1%
1380.0%0.00%
Q2 2022$9,000
-10.0%
1380.0%0.00%
Q1 2022$10,000
-9.1%
1380.0%0.00%
Q4 2021$11,0000.0%1380.0%0.00%
Q3 2021$11,000
-8.3%
1380.0%0.00%
Q2 2021$12,000
-82.6%
138
-81.4%
0.00%
-100.0%
Q1 2021$69,000
+475.0%
7410.0%0.00%
Q4 2020$12,000
-97.7%
741
-89.5%
0.00%
-100.0%
Q3 2020$530,000
-26.2%
7,080
-31.8%
0.03%
-32.5%
Q2 2020$718,000
-34.9%
10,385
-45.2%
0.04%
-45.9%
Q1 2020$1,103,00018,9340.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders