Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,355
-10.2%
710.0%0.00%
Q2 2023$3,735
-2.1%
710.0%0.00%
Q1 2023$3,815
-90.7%
71
-87.6%
0.00%
-100.0%
Q4 2021$41,0000.0%571
-1.4%
0.00%0.0%
Q3 2021$41,0000.0%5790.0%0.00%0.0%
Q2 2021$41,000
+2.5%
5790.0%0.00%
+100.0%
Q1 2021$40,000
+17.6%
579
+15.8%
0.00%0.0%
Q4 2020$34,000
-10.5%
500
-2.5%
0.00%
-50.0%
Q2 2020$38,000
+5.6%
513
+1.0%
0.00%0.0%
Q1 2020$36,000
+5.9%
5080.0%0.00%0.0%
Q4 2019$34,0000.0%508
+0.4%
0.00%0.0%
Q3 2019$34,000
+3.0%
5060.0%0.00%0.0%
Q2 2019$33,000
-95.1%
506
-95.3%
0.00%
-95.5%
Q1 2019$674,000
+12.0%
10,775
+5.1%
0.04%
-2.2%
Q4 2018$602,000
+10.3%
10,250
+11.9%
0.04%
+25.0%
Q3 2018$546,0009,1630.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders