Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,977
-5.2%
1,9370.0%0.00%0.0%
Q2 2023$64,308
+2.7%
1,9370.0%0.00%
-25.0%
Q1 2023$62,604
+4.8%
1,9370.0%0.00%0.0%
Q4 2022$59,718
-30.6%
1,937
-39.8%
0.00%
-33.3%
Q3 2022$86,000
-13.1%
3,217
-3.0%
0.01%
+20.0%
Q2 2022$99,000
-16.8%
3,317
-1.2%
0.01%0.0%
Q1 2022$119,000
-6.3%
3,3570.0%0.01%0.0%
Q4 2021$127,000
-0.8%
3,3570.0%0.01%0.0%
Q3 2021$128,000
-1.5%
3,3570.0%0.01%0.0%
Q2 2021$130,000
+44.4%
3,357
+44.9%
0.01%
+66.7%
Q1 2021$90,000
+12.5%
2,317
+8.8%
0.00%0.0%
Q4 2020$80,000
+788.9%
2,130
+660.7%
0.00%
Q3 2020$9,0002800.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 149,650$5,634,0005.92%
Klaas Financial Asset Advisors, LLC 614,104$23,122,0004.99%
1900 WEALTH MANAGEMENT LLC 1,057,509$39,816,0004.65%
IronBridge Private Wealth, LLC 135,300$5,094,0003.76%
ATWOOD & PALMER INC 910,544$34,282,0003.68%
Armbruster Capital Management, Inc. 286,458$10,785,0003.62%
ATLAS CAPITAL ADVISORS LLC 283,932$10,690,039,0002.25%
MorganRosel Wealth Management, LLC 82,064$3,090,0002.17%
Kathmere Capital Management, LLC 249,617$9,398,0002.02%
Smart Money Group LLC 62,719$2,361,0001.99%
View complete list of ISHARES TR shareholders