Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 108 filers reported holding ISHARES TR in Q4 2022. 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
Q3 2023$5,426
-13.8%
140
-7.9%
0.00%
Q2 2023$6,294
+6.2%
1520.0%0.00%
Q1 2023$5,925
+8.2%
1520.0%0.00%
Q4 2022$5,478
+9.6%
1520.0%0.00%
Q3 2022$5,0000.0%1520.0%0.00%
Q2 2022$5,000
-16.7%
1520.0%0.00%
Q1 2022$6,000
-14.3%
1520.0%0.00%
Q4 2021$7,0000.0%1520.0%0.00%
Q3 2021$7,0000.0%1520.0%0.00%
Q2 2021$7,0000.0%1520.0%0.00%
Q1 2021$7,000
+40.0%
152
+794.1%
0.00%
Q4 2020$5,000
-85.7%
17
-92.3%
0.00%
-100.0%
Q1 2020$35,000
-23.9%
2200.0%0.00%0.0%
Q4 2019$46,000
+9.5%
2200.0%0.00%
-33.3%
Q3 2019$42,000
-4.5%
2200.0%0.00%0.0%
Q2 2019$44,000
+63.0%
220
+57.1%
0.00%
+50.0%
Q1 2019$27,0001400.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Courage Miller Partners, LLC 8,597$1,239,0000.86%
M Holdings Securities, Inc. 7,185$1,035,0000.47%
Madden Advisory Services, Inc. 4,490$646,0000.40%
SMITH CHAS P & ASSOCIATES PA CPAS 20,089$2,907,0000.25%
Ausdal Financial Partners, Inc. 2,670$385,0000.19%
BRR OpCo, LLC 2,125$306,0000.10%
Virtu Financial LLC 3,488$503,0000.09%
ADELL HARRIMAN & CARPENTER INC 2,251$324,363,0000.08%
NATIONAL PLANNING CORP 3,673$496,0000.04%
MCF Advisors LLC 967$139,0000.03%
View complete list of ISHARES TR shareholders