Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,555,105
+3.5%
464,750
+4.0%
1.11%
+1.7%
Q2 2023$20,833,901
+0.9%
446,696
+2.0%
1.09%
-13.0%
Q1 2023$20,652,496
+3.1%
437,924
+1.6%
1.25%
+3.4%
Q4 2022$20,023,210
+1.3%
431,163
+0.5%
1.21%
-10.9%
Q3 2022$19,770,000
-6.9%
428,858
-4.0%
1.36%
+29.7%
Q2 2022$21,243,000
-3.3%
446,851
-1.4%
1.05%
+11.2%
Q1 2022$21,965,000
-6.9%
453,264
-3.1%
0.94%
+5.0%
Q4 2021$23,592,000
+3.8%
467,823
+5.1%
0.90%
+3.1%
Q3 2021$22,729,000
+9739.4%
445,151
+9744.1%
0.87%
+9577.8%
Q2 2021$231,000
+13.2%
4,522
+13.8%
0.01%
+50.0%
Q1 2021$204,000
+0.5%
3,9720.0%0.01%
-25.0%
Q4 2020$203,000
+29.3%
3,972
+30.1%
0.01%0.0%
Q3 2020$157,000
+0.6%
3,052
+0.3%
0.01%
-11.1%
Q2 2020$156,000
+2.6%
3,0420.0%0.01%
-10.0%
Q1 2020$152,000
-0.7%
3,0420.0%0.01%
+25.0%
Q4 2019$153,0000.0%3,0420.0%0.01%
-11.1%
Q3 2019$153,0000.0%3,0420.0%0.01%0.0%
Q2 2019$153,000
+1.3%
3,0420.0%0.01%
-10.0%
Q1 2019$151,000
+1.3%
3,0420.0%0.01%
-9.1%
Q4 2018$149,0000.0%3,0420.0%0.01%
+10.0%
Q3 2018$149,000
-0.7%
3,0420.0%0.01%
-23.1%
Q1 2018$150,000
-0.7%
3,0420.0%0.01%0.0%
Q4 2017$151,000
-0.7%
3,0420.0%0.01%
-13.3%
Q3 2017$152,0000.0%3,0420.0%0.02%
-6.2%
Q2 2017$152,000
+4966.7%
3,042
+4970.0%
0.02%
Q1 2017$3,0000.0%600.0%0.00%
Q4 2016$3,0000.0%600.0%0.00%
Q3 2016$3,0000.0%60
+100.0%
0.00%
Q2 2016$3,0000.0%300.0%0.00%
Q1 2016$3,000300.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders