Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. 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$48,507
+137.2%
1,246
+146.2%
0.00%
+100.0%
Q2 2023$20,447
-71.9%
506
-72.3%
0.00%
-75.0%
Q1 2023$72,824
-35.7%
1,827
-38.7%
0.00%
-42.9%
Q4 2022$113,270
-10.8%
2,980
-14.4%
0.01%
-22.2%
Q3 2022$127,000
-84.2%
3,480
-83.0%
0.01%
-77.5%
Q2 2022$802,000
-16.3%
20,449
-8.4%
0.04%
-2.4%
Q1 2022$958,000
-81.8%
22,315
-80.7%
0.04%
-79.5%
Q4 2021$5,263,000
+3.8%
115,750
+2.4%
0.20%
+3.1%
Q3 2021$5,070,000
+0.3%
113,084
+0.9%
0.19%
-1.5%
Q2 2021$5,055,000
-3.7%
112,093
-5.0%
0.20%
+34.0%
Q1 2021$5,249,000
+9.9%
117,955
+1.6%
0.15%
-23.4%
Q4 2020$4,778,000
+14.9%
116,152
+13.9%
0.19%
-11.1%
Q3 2020$4,158,000
+10.3%
101,933
+7.2%
0.22%
+2.9%
Q2 2020$3,770,000
+11.4%
95,116
+2.5%
0.21%
-7.5%
Q1 2020$3,383,000
-7.8%
92,761
+1.5%
0.23%
+15.8%
Q4 2019$3,668,000
+8.1%
91,402
+5.7%
0.20%
-3.4%
Q3 2019$3,392,000
+0.3%
86,504
-0.2%
0.20%
-3.3%
Q2 2019$3,383,000
+7.0%
86,707
+4.3%
0.21%
+0.5%
Q1 2019$3,163,000
+6.5%
83,113
-0.3%
0.21%
-5.0%
Q4 2018$2,969,000
-3.7%
83,393
+2.5%
0.22%
+7.3%
Q3 2018$3,082,000
+7.4%
81,351
+6.4%
0.20%
-8.5%
Q2 2018$2,869,000
+8.4%
76,457
+9.1%
0.22%
-3.0%
Q1 2018$2,646,000
+5.7%
70,065
+7.3%
0.23%
+3.1%
Q4 2017$2,504,000
+14.8%
65,323
+13.7%
0.22%
+3.2%
Q3 2017$2,182,000
+622.5%
57,471
+607.2%
0.22%
+600.0%
Q2 2017$302,000
+22.8%
8,126
+19.7%
0.03%
+19.2%
Q1 2017$246,000
+3.4%
6,791
+0.5%
0.03%
-16.1%
Q4 2016$238,000
+5.3%
6,756
+7.5%
0.03%
+3.3%
Q3 2016$226,000
+34.5%
6,282
+32.1%
0.03%
+25.0%
Q2 2016$168,000
+5.0%
4,754
+3.3%
0.02%0.0%
Q1 2016$160,0004,6040.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders