Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 95 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,330
+4.3%
2000.0%0.00%0.0%
Q2 2023$17,578
+2.7%
2000.0%0.00%0.0%
Q1 2023$17,124
-6.3%
2000.0%0.00%0.0%
Q4 2022$18,280
+21.9%
2000.0%0.00%0.0%
Q3 2022$15,000
-6.2%
2000.0%0.00%0.0%
Q2 2022$16,000
-11.1%
2000.0%0.00%0.0%
Q1 2022$18,000
+12.5%
2000.0%0.00%0.0%
Q4 2021$16,000
+6.7%
2000.0%0.00%0.0%
Q3 2021$15,0000.0%2000.0%0.00%0.0%
Q2 2021$15,0000.0%2000.0%0.00%
Q1 2021$15,000
+7.1%
2000.0%0.00%
-100.0%
Q4 2020$14,000
+40.0%
2000.0%0.00%0.0%
Q3 2020$10,0000.0%2000.0%0.00%0.0%
Q2 2020$10,000
+11.1%
2000.0%0.00%0.0%
Q1 2020$9,000
-67.9%
200
-50.0%
0.00%0.0%
Q4 2019$28,000
-44.0%
400
-42.9%
0.00%
-66.7%
Q3 2019$50,000
+2.0%
7000.0%0.00%0.0%
Q2 2019$49,000
+11.4%
7000.0%0.00%0.0%
Q1 2019$44,000
+7.3%
700
-3.0%
0.00%0.0%
Q4 2018$41,000
-44.6%
722
-36.0%
0.00%
-40.0%
Q3 2018$74,000
+94.7%
1,129
+79.5%
0.01%
+66.7%
Q2 2018$38,000
-53.1%
629
-50.3%
0.00%
-57.1%
Q1 2018$81,000
+76.1%
1,265
+80.7%
0.01%
+75.0%
Q4 2017$46,000
+4.5%
7000.0%0.00%0.0%
Q3 2017$44,000
+2.3%
7000.0%0.00%0.0%
Q2 2017$43,000
+2.4%
7000.0%0.00%0.0%
Q1 2017$42,000
+2.4%
7000.0%0.00%
-20.0%
Q4 2016$41,000
+10.8%
7000.0%0.01%0.0%
Q3 2016$37,000
+5.7%
7000.0%0.01%0.0%
Q2 2016$35,0000.0%7000.0%0.01%0.0%
Q1 2016$35,0007000.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 69,224$4,468,0001.49%
Baltimore-Washington Financial Advisors, Inc. 94,846$6,121,0001.34%
Hills Bank & Trust Co 43,708$2,821,0000.85%
Robinson Value Management, Ltd. 5,584$360,0000.33%
Madden Advisory Services, Inc. 6,465$417,0000.25%
Brinker Capital Investments, LLC 109,500$7,067,0000.23%
First Heartland Consultants, Inc. 5,933$383,0000.12%
MinichMacGregor Wealth Management, LLC 1,635$105,0000.08%
BANK HAPOALIM BM 3,875$250,0000.06%
First Horizon Advisors, Inc. 4,805$310,0000.03%
View complete list of ISHARES TR shareholders