Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$67,148
+6.5%
1,359
+10.9%
0.00%0.0%
Q2 2023$63,026
-34.7%
1,225
-36.5%
0.00%
-50.0%
Q1 2023$96,458
+184.5%
1,928
+168.2%
0.01%
+200.0%
Q4 2022$33,908
+6.0%
7190.0%0.00%0.0%
Q3 2022$32,000
-94.2%
719
-93.7%
0.00%
-92.6%
Q2 2022$551,000
-6.0%
11,442
+5.3%
0.03%
+8.0%
Q1 2022$586,000
-18.8%
10,861
-14.2%
0.02%
-7.4%
Q4 2021$722,000
+10.4%
12,664
+8.0%
0.03%
+8.0%
Q3 2021$654,000
-1.4%
11,729
-0.9%
0.02%
-3.8%
Q2 2021$663,000
-10.6%
11,835
-12.5%
0.03%
+23.8%
Q1 2021$742,000
+14.5%
13,527
-4.3%
0.02%
-19.2%
Q4 2020$648,000
+28.3%
14,140
+34.0%
0.03%0.0%
Q3 2020$505,0000.0%10,550
-4.4%
0.03%
-7.1%
Q2 2020$505,000
+15.3%
11,030
+3.3%
0.03%
-3.4%
Q1 2020$438,000
-9.9%
10,679
+5.1%
0.03%
+11.5%
Q4 2019$486,000
+143.0%
10,159
+133.3%
0.03%
+116.7%
Q3 2019$200,000
-0.5%
4,354
-0.3%
0.01%0.0%
Q2 2019$201,000
+3.6%
4,369
+0.5%
0.01%
-7.7%
Q1 2019$194,000
+55.2%
4,347
+42.0%
0.01%
+44.4%
Q4 2018$125,000
-25.1%
3,062
-17.5%
0.01%
-18.2%
Q3 2018$167,000
+24.6%
3,711
+22.5%
0.01%
+10.0%
Q2 2018$134,000
+9.8%
3,030
+10.1%
0.01%
-9.1%
Q1 2018$122,000
-18.1%
2,753
-17.3%
0.01%
-15.4%
Q4 2017$149,000
-3.9%
3,328
-3.9%
0.01%
-13.3%
Q3 2017$155,000
+2.0%
3,463
-1.2%
0.02%
-6.2%
Q2 2017$152,000
+7.8%
3,504
+4.8%
0.02%
+6.7%
Q1 2017$141,000
-30.2%
3,342
-32.9%
0.02%
-44.4%
Q4 2016$202,000
+2.5%
4,981
+3.7%
0.03%0.0%
Q3 2016$197,000
+3.7%
4,802
+1.4%
0.03%
-3.6%
Q2 2016$190,000
+26.7%
4,736
+23.9%
0.03%
+21.7%
Q1 2016$150,0003,8210.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders