Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,116,926
-1.2%
322,910
+2.6%
0.37%
-2.9%
Q2 2023$7,205,652
+30.7%
314,657
+33.4%
0.38%
+12.5%
Q1 2023$5,513,101
-73.9%
235,804
-74.7%
0.34%
-73.8%
Q4 2022$21,153,159
-3.7%
931,037
-3.5%
1.28%
-15.3%
Q3 2022$21,959,000
-6.0%
964,817
-0.6%
1.51%
+30.9%
Q2 2022$23,372,000
-3.3%
971,034
+0.1%
1.16%
+11.3%
Q1 2022$24,171,000
-1.0%
970,366
+6.1%
1.04%
+11.7%
Q4 2021$24,410,000
-24.2%
914,588
-24.5%
0.93%
-24.7%
Q3 2021$32,208,000
+6.5%
1,212,043
+6.4%
1.23%
+4.6%
Q2 2021$30,245,000
+1.5%
1,139,224
+0.8%
1.18%
+41.8%
Q1 2021$29,793,000
-6.3%
1,129,825
-8.1%
0.83%
-34.8%
Q4 2020$31,786,000
-41.1%
1,228,998
-36.2%
1.28%
-54.4%
Q3 2020$53,938,000
+16.9%
1,925,714
+16.9%
2.80%
+8.9%
Q2 2020$46,154,000
+69.3%
1,646,841
+70.0%
2.57%
+40.2%
Q1 2020$27,260,000
+419.1%
968,741
+379.5%
1.83%
+553.9%
Q4 2019$5,251,000
+37.6%
202,047
+39.2%
0.28%
+22.8%
Q3 2019$3,816,000
+3.5%
145,182
+1.7%
0.23%
-0.4%
Q2 2019$3,686,000
+17.9%
142,814
+15.3%
0.23%
+11.2%
Q1 2019$3,127,000
+32.6%
123,852
+44.7%
0.21%
+18.4%
Q4 2018$2,358,000
+105.0%
85,573
+83.2%
0.17%
+126.0%
Q3 2018$1,150,000
+584.5%
46,699
+583.2%
0.08%
+492.3%
Q2 2018$168,000
+5500.0%
6,835
+4613.8%
0.01%
Q1 2018$3,000
-94.1%
145
-92.9%
0.00%
-100.0%
Q4 2017$51,000
+1600.0%
2,041
+1307.6%
0.01%
Q3 2017$3,0001450.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders