Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,697
-1.2%
2130.0%0.00%0.0%
Q2 2023$38,150
+2.2%
2130.0%0.00%0.0%
Q1 2023$37,335
-5.8%
2130.0%0.00%0.0%
Q4 2022$39,646
+10.1%
2130.0%0.00%0.0%
Q3 2022$36,000
-12.2%
213
-0.5%
0.00%0.0%
Q2 2022$41,0000.0%2140.0%0.00%0.0%
Q1 2022$41,000
-43.8%
214
-41.7%
0.00%
-33.3%
Q4 2021$73,000
+9.0%
3670.0%0.00%0.0%
Q3 2021$67,000
-2.9%
3670.0%0.00%0.0%
Q2 2021$69,000
+4.5%
367
-0.8%
0.00%
+50.0%
Q1 2021$66,000
+1.5%
370
+0.5%
0.00%
-33.3%
Q4 2020$65,000
+10.2%
368
+0.3%
0.00%0.0%
Q3 2020$59,000
+7.3%
3670.0%0.00%0.0%
Q2 2020$55,000
+17.0%
3670.0%0.00%0.0%
Q1 2020$47,000
-19.0%
3670.0%0.00%0.0%
Q4 2019$58,000
+176.2%
367
+138.3%
0.00%
+200.0%
Q3 2019$21,000
-8.7%
1540.0%0.00%0.0%
Q2 2019$23,0000.0%1540.0%0.00%
-50.0%
Q1 2019$23,000
+9.5%
1540.0%0.00%0.0%
Q4 2018$21,000
-16.0%
1540.0%0.00%0.0%
Q3 2018$25,000
+8.7%
1540.0%0.00%0.0%
Q2 2018$23,000
+4.5%
1540.0%0.00%0.0%
Q1 2018$22,000
-4.3%
1540.0%0.00%0.0%
Q4 2017$23,000
-4.2%
1540.0%0.00%0.0%
Q3 2017$24,000
+166.7%
154
+140.6%
0.00%
+100.0%
Q1 2017$9,0000.0%640.0%0.00%0.0%
Q4 2016$9,000
+350.0%
64
+357.1%
0.00%
Q3 2016$2,0000.0%140.0%0.00%
Q2 2016$2,000
+100.0%
140.0%0.00%
Q1 2016$1,000140.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 5,335$1,036,0000.71%
MURPHY CAPITAL MANAGEMENT INC 17,625$3,423,0000.40%
RWA WEALTH PARTNERS, LLC 28,466$5,530,0000.36%
CAHILL FINANCIAL ADVISORS INC 7,106$1,380,0000.26%
Family Firm, Inc. 4,008$779,0000.20%
AFT, FORSYTH & COMPANY, INC. 1,341$261,0000.17%
Asset Management Group, Inc. 4,024$782,0000.16%
Concorde Asset Management, LLC 1,060$206,0000.14%
Raab & Moskowitz Asset Management LLC 1,572$305,0000.10%
PATTEN & PATTEN INC/TN 6,003$1,166,0000.08%
View complete list of ISHARES TR shareholders