Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. 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$30,700
-3.6%
9040.0%0.00%0.0%
Q2 2023$31,857
+1.2%
904
+0.4%
0.00%0.0%
Q1 2023$31,464
+4.0%
9000.0%0.00%0.0%
Q4 2022$30,249
+4.3%
9000.0%0.00%0.0%
Q3 2022$29,000
-86.8%
900
-85.8%
0.00%
-81.8%
Q2 2022$219,000
+7.4%
6,331
+16.6%
0.01%
+22.2%
Q1 2022$204,000
-97.4%
5,430
-97.2%
0.01%
-97.0%
Q4 2021$7,823,000
+27.3%
195,495
+26.2%
0.30%
+26.8%
Q3 2021$6,144,000
+4.3%
154,938
+4.8%
0.24%
+2.2%
Q2 2021$5,889,000
+5.2%
147,795
+3.9%
0.23%
+47.4%
Q1 2021$5,597,000
+7.1%
142,223
+4.7%
0.16%
-25.7%
Q4 2020$5,227,000
+29.4%
135,861
+24.5%
0.21%
+0.5%
Q3 2020$4,038,000
+8.8%
109,158
+6.3%
0.21%
+1.5%
Q2 2020$3,711,000
+4.2%
102,655
-2.8%
0.21%
-13.8%
Q1 2020$3,560,000
-4.6%
105,660
+2.8%
0.24%
+20.1%
Q4 2019$3,732,000
+3.4%
102,786
+1.3%
0.20%
-7.9%
Q3 2019$3,611,000
+2.7%
101,453
+2.1%
0.22%
-0.9%
Q2 2019$3,516,000
+4.5%
99,354
+1.9%
0.22%
-1.8%
Q1 2019$3,364,000
+9.0%
97,465
+3.0%
0.22%
-2.6%
Q4 2018$3,086,000
+0.9%
94,604
+5.8%
0.23%
+11.8%
Q3 2018$3,057,000
+3.0%
89,428
+2.5%
0.20%
-11.7%
Q2 2018$2,967,000
+2.0%
87,273
+2.7%
0.23%
-9.1%
Q1 2018$2,910,000
+13.0%
84,962
+14.3%
0.25%
+10.4%
Q4 2017$2,575,000
+8.2%
74,327
+7.7%
0.23%
-2.5%
Q3 2017$2,380,00069,0340.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders