Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 104 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 78,392$2,074,0003.46%
Ackerman Capital Advisors, LLC 286,220$7,573,0002.95%
Armbruster Capital Management, Inc. 230,525$6,100,0002.87%
Kathmere Capital Management, LLC 286,240$7,574,0002.75%
Beacon Harbor Wealth Advisors, Inc. 110,945$2,936,0002.22%
MERCER GLOBAL ADVISORS INC /ADV 2,683,651$71,009,0001.56%
ATLAS CAPITAL ADVISORS LLC 186,952$4,946,750,0001.47%
OmniStar Financial Group, Inc. 44,310$1,172,0001.15%
FAS Wealth Partners, Inc. 128,678$3,405,0000.60%
MANAGED ACCOUNT SERVICES INC 33,535$842,0000.41%
View complete list of ISHARES TR shareholders