Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$169,640
-3.5%
6,6790.0%0.01%0.0%
Q2 2023$175,852
-4.8%
6,679
-0.6%
0.01%
-18.2%
Q1 2023$184,763
+1.3%
6,721
+0.1%
0.01%0.0%
Q4 2022$182,330
+5.4%
6,713
-12.9%
0.01%
-8.3%
Q3 2022$173,000
-50.4%
7,710
-40.1%
0.01%
-29.4%
Q2 2022$349,000
-14.3%
12,864
+0.2%
0.02%0.0%
Q1 2022$407,000
-19.9%
12,843
-21.2%
0.02%
-10.5%
Q4 2021$508,000
-17.5%
16,296
-19.2%
0.02%
-20.8%
Q3 2021$616,000
-5.7%
20,169
+0.7%
0.02%
-4.0%
Q2 2021$653,000
+1.2%
20,030
+0.6%
0.02%
+38.9%
Q1 2021$645,000
+9.9%
19,901
+2.7%
0.02%
-25.0%
Q4 2020$587,000
+47.1%
19,376
+20.0%
0.02%
+14.3%
Q3 2020$399,000
+24.7%
16,150
+25.4%
0.02%
+16.7%
Q2 2020$320,000
-40.7%
12,881
-48.0%
0.02%
-50.0%
Q1 2020$540,000
-29.9%
24,787
+8.1%
0.04%
-12.2%
Q4 2019$770,000
+203.1%
22,929
+175.6%
0.04%
+173.3%
Q3 2019$254,000
-40.9%
8,321
-40.6%
0.02%
-44.4%
Q2 2019$430,000
+22.5%
14,006
+23.0%
0.03%
+17.4%
Q1 2019$351,000
+16.6%
11,385
+8.0%
0.02%
+4.5%
Q4 2018$301,000
-31.4%
10,544
-21.7%
0.02%
-24.1%
Q3 2018$439,000
+54.6%
13,465
+51.6%
0.03%
+31.8%
Q2 2018$284,000
-11.8%
8,882
-9.2%
0.02%
-21.4%
Q1 2018$322,000
-13.2%
9,782
-11.0%
0.03%
-15.2%
Q4 2017$371,000
+6.3%
10,988
+6.0%
0.03%
-5.7%
Q3 2017$349,000
+87.6%
10,365
+82.1%
0.04%
+84.2%
Q2 2017$186,000
+5.1%
5,693
+0.7%
0.02%
+5.6%
Q1 2017$177,000
+6.0%
5,656
+0.1%
0.02%
-18.2%
Q4 2016$167,000
-24.1%
5,649
-23.1%
0.02%
-26.7%
Q3 2016$220,000
+8.4%
7,344
+3.8%
0.03%
+3.4%
Q2 2016$203,000
+8.0%
7,078
+7.7%
0.03%0.0%
Q1 2016$188,0006,5700.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders