Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 214 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$29,000
-23.7%
613
-18.3%
0.00%
-50.0%
Q1 2022$38,000
+8.6%
750
+0.1%
0.00%
+100.0%
Q4 2021$35,000
+2.9%
749
+0.3%
0.00%0.0%
Q3 2021$34,0000.0%7470.0%0.00%0.0%
Q2 2021$34,000
-20.9%
747
-20.0%
0.00%0.0%
Q1 2021$43,000
+79.2%
934
+27.2%
0.00%0.0%
Q4 2020$24,000
+20.0%
734
+34.7%
0.00%0.0%
Q3 2020$20,0000.0%5450.0%0.00%0.0%
Q2 2020$20,000
+11.1%
5450.0%0.00%0.0%
Q1 2020$18,000
-30.8%
5450.0%0.00%0.0%
Q4 2019$26,000
+4.0%
5450.0%0.00%0.0%
Q3 2019$25,0000.0%5450.0%0.00%
-50.0%
Q2 2019$25,000
+4.2%
5450.0%0.00%0.0%
Q1 2019$24,000
+60.0%
545
+34.6%
0.00%
+100.0%
Q4 2018$15,000
-11.8%
4050.0%0.00%0.0%
Q3 2018$17,0000.0%4050.0%0.00%0.0%
Q2 2018$17,0000.0%4050.0%0.00%0.0%
Q1 2018$17,000
-5.6%
4050.0%0.00%
-50.0%
Q4 2017$18,0000.0%4050.0%0.00%0.0%
Q3 2017$18,000
+5.9%
4050.0%0.00%0.0%
Q2 2017$17,0000.0%4050.0%0.00%0.0%
Q1 2017$17,000
+13.3%
4050.0%0.00%0.0%
Q4 2016$15,000
+50.0%
405
+58.8%
0.00%
+100.0%
Q3 2016$10,0000.0%2550.0%0.00%0.0%
Q2 2016$10,000
+11.1%
2550.0%0.00%0.0%
Q1 2016$9,0002550.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders