Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 60 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,489
-27.7%
10,845
-25.9%
0.01%
-26.7%
Q2 2023$285,773
-28.4%
14,640
-29.4%
0.02%
-37.5%
Q1 2023$399,341
-26.1%
20,745
-27.1%
0.02%
-27.3%
Q4 2022$540,361
-13.4%
28,470
-16.4%
0.03%
-23.3%
Q3 2022$624,000
-36.3%
34,035
-30.6%
0.04%
-10.4%
Q2 2022$980,000
-19.8%
49,026
-10.3%
0.05%
-7.7%
Q1 2022$1,222,000
-17.7%
54,643
-11.9%
0.05%
-8.8%
Q4 2021$1,485,000
+18.0%
62,055
+18.6%
0.06%
+18.8%
Q3 2021$1,259,000
+18.5%
52,333
+18.8%
0.05%
+17.1%
Q2 2021$1,062,000
-4.5%
44,039
-6.0%
0.04%
+32.3%
Q1 2021$1,112,000
+9.4%
46,847
+1.3%
0.03%
-24.4%
Q4 2020$1,016,000
-11.8%
46,235
-10.0%
0.04%
-31.7%
Q3 2020$1,152,000
+13.1%
51,360
+11.2%
0.06%
+5.3%
Q2 2020$1,019,000
+15.1%
46,187
+5.3%
0.06%
-3.4%
Q1 2020$885,000
-17.2%
43,852
+4.9%
0.06%
+3.5%
Q4 2019$1,069,000
+8.0%
41,791
+5.1%
0.06%
-3.4%
Q3 2019$990,000
+9.9%
39,782
+10.9%
0.06%
+5.4%
Q2 2019$901,000
+16.1%
35,862
+14.1%
0.06%
+9.8%
Q1 2019$776,000
+8.4%
31,429
+2.0%
0.05%
-3.8%
Q4 2018$716,000
-11.4%
30,806
-5.7%
0.05%
-1.9%
Q3 2018$808,000
-3.7%
32,680
-4.4%
0.05%
-16.9%
Q2 2018$839,000
-5.9%
34,188
-4.3%
0.06%
-16.7%
Q1 2018$892,000
-1.3%
35,737
+2.1%
0.08%
-3.7%
Q4 2017$904,000
+6.2%
35,002
+6.4%
0.08%
-4.7%
Q3 2017$851,000
+0.6%
32,910
-0.4%
0.08%
-2.3%
Q2 2017$846,000
+6.3%
33,051
+4.5%
0.09%
+4.8%
Q1 2017$796,000
+2.2%
31,642
-1.3%
0.08%
-19.4%
Q4 2016$779,000
-10.7%
32,068
-7.0%
0.10%
-12.0%
Q3 2016$872,000
+14.4%
34,500
+12.8%
0.12%
+5.4%
Q2 2016$762,000
+4.0%
30,596
+0.5%
0.11%
-0.9%
Q1 2016$733,00030,4540.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
JNBA Financial Advisors 103,104$2,478,0000.30%
MYCIO WEALTH PARTNERS, LLC 28,217$678,0000.22%
Global Retirement Partners, LLC 10,451$251,0000.19%
CX Institutional 90,814$2,182,0000.17%
Retirement Group, LLC 15,180$365,0000.16%
Trinity Wealth Management, LLC 8,369$201,0000.14%
Cedar Brook Financial Partners, LLC 21,724$522,0000.13%
RESTON WEALTH MANAGEMENT LLC 11,356$273,0000.13%
Collaborative Wealth Managment Inc. 9,037$217,0000.12%
Mayflower Financial Advisors, LLC 29,727$714,0000.10%
View complete list of ISHARES TR shareholders