Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,253,795
-8.1%
46,470
+7.0%
0.12%
-9.4%
Q2 2023$2,452,001
+11.9%
43,429
+7.0%
0.13%
-3.8%
Q1 2023$2,190,400
+0.4%
40,578
-2.2%
0.13%
+0.8%
Q4 2022$2,180,866
+3.2%
41,485
-7.4%
0.13%
-9.6%
Q3 2022$2,113,000
-8.3%
44,792
-0.1%
0.15%
+28.1%
Q2 2022$2,303,000
-15.3%
44,829
+0.5%
0.11%
-2.6%
Q1 2022$2,719,000
-26.7%
44,615
-20.8%
0.12%
-17.0%
Q4 2021$3,711,000
+6.7%
56,357
+2.1%
0.14%
+6.0%
Q3 2021$3,478,000
+3.6%
55,202
+502.8%
0.13%
+1.5%
Q2 2021$3,358,000
-26.9%
9,158
-29.4%
0.13%
+2.3%
Q1 2021$4,596,000
+41.9%
12,970
-12.9%
0.13%
-1.5%
Q4 2020$3,238,000
+12.9%
14,892
+51.1%
0.13%
-12.8%
Q3 2020$2,868,000
+60.2%
9,855
+40.9%
0.15%
+49.0%
Q2 2020$1,790,000
+17.2%
6,996
+0.4%
0.10%
-2.9%
Q1 2020$1,527,000
+25.7%
6,969
+51.9%
0.10%
+58.5%
Q4 2019$1,215,000
+11.5%
4,587
+2.6%
0.06%0.0%
Q3 2019$1,090,000
+70.8%
4,469
+68.4%
0.06%
+62.5%
Q2 2019$638,000
-1.7%
2,654
-5.3%
0.04%
-7.0%
Q1 2019$649,000
-67.4%
2,803
-72.3%
0.04%
-70.7%
Q4 2018$1,992,000
-21.3%
10,120
-8.9%
0.15%
-13.0%
Q3 2018$2,531,000
+393.4%
11,104
+334.1%
0.17%
+322.5%
Q2 2018$513,000
-7.1%
2,558
-14.4%
0.04%
-16.7%
Q1 2018$552,000
+4.7%
2,987
-1.8%
0.05%
+2.1%
Q4 2017$527,000
-4.4%
3,042
-7.8%
0.05%
-14.5%
Q3 2017$551,000
-0.9%
3,299
-1.3%
0.06%
-3.5%
Q2 2017$556,000
+8.2%
3,341
-1.6%
0.06%
+7.5%
Q1 2017$514,000
+8.2%
3,394
-4.9%
0.05%
-15.9%
Q4 2016$475,000
-8.3%
3,567
+0.0%
0.06%
-10.0%
Q3 2016$518,000
+6.8%
3,5660.0%0.07%0.0%
Q2 2016$485,000
+9.0%
3,566
-0.9%
0.07%
+2.9%
Q1 2016$445,0003,5990.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders