Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,450,471
+20.9%
13,130
+20.8%
0.08%
+19.0%
Q2 2023$1,200,150
-66.2%
10,866
-66.2%
0.06%
-70.7%
Q1 2023$3,548,266
-18.0%
32,111
-18.5%
0.22%
-17.9%
Q4 2022$4,329,309
+481.9%
39,386
+481.8%
0.26%
+413.7%
Q3 2022$744,000
+18.1%
6,770
+18.2%
0.05%
+64.5%
Q2 2022$630,000
+117.2%
5,727
+117.3%
0.03%
+158.3%
Q1 2022$290,000
-4.3%
2,636
-4.0%
0.01%0.0%
Q4 2021$303,000
-4.7%
2,746
-4.6%
0.01%0.0%
Q3 2021$318,000
-27.2%
2,879
-27.4%
0.01%
-29.4%
Q2 2021$437,000
-32.0%
3,963
-31.9%
0.02%
-5.6%
Q1 2021$643,000
+41.3%
5,820
+6.1%
0.02%0.0%
Q4 2020$455,000
-70.2%
5,485
-60.3%
0.02%
-77.2%
Q3 2020$1,528,000
+18.1%
13,805
+18.1%
0.08%
+9.7%
Q2 2020$1,294,000
+390.2%
11,687
+391.3%
0.07%
+300.0%
Q1 2020$264,000
-88.3%
2,379
-88.4%
0.02%
-85.0%
Q4 2019$2,255,000
+17246.2%
20,423
+16370.2%
0.12%
+11900.0%
Q3 2019$13,000
+85.7%
124
+74.6%
0.00%
Q2 2019$7,000
-22.2%
71
-15.5%
0.00%
-100.0%
Q1 2019$9,000
-97.4%
84
-97.3%
0.00%
-96.2%
Q4 2018$348,000
+419.4%
3,155
+417.2%
0.03%
+550.0%
Q3 2018$67,000
-16.2%
610
-16.1%
0.00%
-50.0%
Q1 2017$80,000
-39.4%
727
-39.4%
0.01%
-52.9%
Q4 2016$132,000
+407.7%
1,199
+397.5%
0.02%
+325.0%
Q2 2016$26,0000.0%2410.0%0.00%0.0%
Q1 2016$26,0002410.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders