Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$16,137
-1.0%
1900.0%0.00%0.0%
Q1 2023$16,304
-7.6%
1900.0%0.00%0.0%
Q4 2022$17,643
+1664.3%
190
+691.7%
0.00%
Q3 2022$1,000
-80.0%
24
-63.1%
0.00%
Q2 2022$5,0000.0%650.0%0.00%
Q1 2022$5,000
+66.7%
650.0%0.00%
Q4 2021$3,0000.0%650.0%0.00%
Q3 2021$3,0000.0%650.0%0.00%
Q2 2021$3,000
-70.0%
65
-69.6%
0.00%
Q1 2021$10,000
+233.3%
2140.0%0.00%
Q4 2020$3,000
+200.0%
214
+229.2%
0.00%
Q3 2020$1,000
-50.0%
650.0%0.00%
Q2 2020$2,000
+100.0%
650.0%0.00%
Q1 2020$1,000
-66.7%
650.0%0.00%
Q4 2019$3,0000.0%650.0%0.00%
Q3 2019$3,0000.0%650.0%0.00%
Q2 2019$3,0000.0%650.0%0.00%
Q1 2019$3,0000.0%650.0%0.00%
Q4 2018$3,000
-25.0%
650.0%0.00%
Q3 2018$4,0000.0%650.0%0.00%
Q2 2018$4,0000.0%650.0%0.00%
Q1 2018$4,000
-87.1%
65
-86.6%
0.00%
-100.0%
Q4 2017$31,000
+10.7%
4850.0%0.00%0.0%
Q3 2017$28,000
+7.7%
4850.0%0.00%0.0%
Q2 2017$26,000
-10.3%
4850.0%0.00%0.0%
Q1 2017$29,000
-3.3%
485
+4.3%
0.00%
-25.0%
Q4 2016$30,000
+7.1%
4650.0%0.00%0.0%
Q3 2016$28,000
-28.2%
465
-31.7%
0.00%
-33.3%
Q2 2016$39,000
+14.7%
6810.0%0.01%
+20.0%
Q1 2016$34,0006810.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders