Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,184,361
-18.2%
12,220
-17.6%
0.06%
-19.7%
Q2 2023$1,447,683
+12.8%
14,833
+14.7%
0.08%
-2.6%
Q1 2023$1,283,541
+5.3%
12,935
+2.9%
0.08%
+5.4%
Q4 2022$1,218,436
+43.3%
12,566
+42.0%
0.07%
+25.4%
Q3 2022$850,000
+37.5%
8,852
+45.6%
0.06%
+90.3%
Q2 2022$618,000
+51.8%
6,080
+56.7%
0.03%
+82.4%
Q1 2022$407,000
-14.1%
3,881
-13.4%
0.02%
-5.6%
Q4 2021$474,000
+6.0%
4,479
+5.6%
0.02%
+5.9%
Q3 2021$447,000
+44.2%
4,240
+46.4%
0.02%
+41.7%
Q2 2021$310,000
+21.1%
2,896
+19.9%
0.01%
+71.4%
Q1 2021$256,000
+884.6%
2,415
+862.2%
0.01%
+600.0%
Q4 2020$26,0000.0%2510.0%0.00%0.0%
Q3 2020$26,000
+4.0%
2510.0%0.00%0.0%
Q2 2020$25,000
-49.0%
251
-49.7%
0.00%
-66.7%
Q1 2020$49,000
-91.1%
499
-90.9%
0.00%
-89.7%
Q4 2019$551,000
+2019.2%
5,479
+1999.2%
0.03%
+1350.0%
Q3 2019$26,000
+4.0%
261
+2.8%
0.00%0.0%
Q2 2019$25,000
-99.6%
254
-99.6%
0.00%
-99.5%
Q1 2019$6,701,000
+8834.7%
67,233
+8597.7%
0.44%
+7266.7%
Q4 2018$75,000
+17.2%
773
+18.9%
0.01%
+50.0%
Q3 2018$64,0000.0%6500.0%0.00%
-20.0%
Q2 2018$64,000
+156.0%
650
+160.0%
0.01%
+150.0%
Q1 2018$25,000
-66.2%
250
-66.4%
0.00%
-71.4%
Q3 2017$74,000
+51.0%
744
+50.0%
0.01%
+40.0%
Q2 2017$49,000
+96.0%
496
+100.0%
0.01%
+66.7%
Q1 2017$25,0002480.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders