Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 85 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$113,000
+1783.3%
7,896
+4544.7%
0.01%
+700.0%
Q4 2017$6,0000.0%1700.0%0.00%0.0%
Q3 2017$6,000
-70.0%
170
-71.4%
0.00%
-50.0%
Q2 2017$20,000
-20.0%
5950.0%0.00%
-33.3%
Q1 2017$25,000
+31.6%
595
+40.0%
0.00%0.0%
Q4 2016$19,000
+18.8%
4250.0%0.00%
+50.0%
Q3 2016$16,0000.0%4250.0%0.00%0.0%
Q2 2016$16,000
+14.3%
4250.0%0.00%0.0%
Q1 2016$14,0004250.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SPC Financial, Inc. 929,197$14,839,0001.83%
Milestone Advisory Partners 110,552$1,762,0001.43%
COTTONWOOD CAPITAL ADVISORS, LLC 87,292$1,394,0001.26%
NTV ASSET MANAGEMENT LLC 256,890$4,103,0000.80%
Well Done, LLC 175,063$2,796,0000.62%
Robinson Value Management, Ltd. 35,891$573,0000.53%
Van Cleef Asset Management,Inc 145,915$2,330,0000.40%
S. R. Schill & Associates 34,092$544,0000.27%
SeaCrest Wealth Management, LLC 109,379$1,747,0000.22%
SUMMIT FINANCIAL GROUP, INC. 30,235$483,0000.19%
View complete list of ISHARES TR shareholders