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 ↓
Ayalon Insurance Comp Ltd. 17,540$4,116,0001.87%
Wharton Business Group, LLC 84,475$19,825,0001.62%
PURA VIDA INVESTMENTS, LLC 155,000$36,375,0001.32%
MARTIN & CO INC /TN/ 19,847$4,658,0001.19%
Terra Nova Asset Management LLC 4,928$1,157,0001.17%
FMA ADVISORY INC 12,985$3,047,0001.02%
Phoenix Holdings Ltd. 136,060$31,881,0000.85%
Carl P. Sherr & Co., LLC 3,540$831,0000.66%
MURPHY CAPITAL MANAGEMENT INC 18,541$4,351,0000.58%
Clal Insurance Enterprises Holdings Ltd 168,673$36,984,0000.50%
View complete list of ISHARES TR shareholders