Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,106
-24.3%
37
-21.3%
0.00%
-100.0%
Q2 2023$12,023
+3.5%
470.0%0.00%0.0%
Q1 2023$11,619
-7.6%
470.0%0.00%0.0%
Q4 2022$12,581
-60.7%
47
-60.5%
0.00%0.0%
Q2 2021$32,000
+300.0%
119
+138.0%
0.00%0.0%
Q1 2020$8,000
-20.0%
500.0%0.00%0.0%
Q4 2019$10,000
+25.0%
500.0%0.00%
Q3 2019$8,0000.0%500.0%0.00%
Q2 2019$8,0000.0%500.0%0.00%
-100.0%
Q1 2019$8,0000.0%500.0%0.00%0.0%
Q4 2018$8,000
+166.7%
50
+100.0%
0.00%
Q1 2016$3,000250.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders