Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 106 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,211
-3.9%
1610.0%0.00%0.0%
Q2 2023$25,200
+6.8%
161
+0.6%
0.00%0.0%
Q1 2023$23,606
+7.1%
1600.0%0.00%0.0%
Q4 2022$22,043
+10.2%
160
+1.3%
0.00%0.0%
Q3 2022$20,000
-4.8%
1580.0%0.00%0.0%
Q2 2022$21,000
-16.0%
158
+0.6%
0.00%0.0%
Q1 2022$25,000
-80.5%
157
-78.7%
0.00%
-80.0%
Q4 2021$128,000
+5.8%
738
+0.1%
0.01%0.0%
Q3 2021$121,000
-1.6%
7370.0%0.01%0.0%
Q2 2021$123,000
+3.4%
737
+0.1%
0.01%
+66.7%
Q1 2021$119,000
+6.2%
736
+2.1%
0.00%
-25.0%
Q4 2020$112,0007210.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders