Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is HEWJ and the CUSIP is 46434V886. A total of 49 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$136,800
+1.6%
4,0000.0%0.01%0.0%
Q2 2023$134,600
+16.5%
4,0000.0%0.01%0.0%
Q1 2023$115,520
+10.4%
4,0000.0%0.01%
+16.7%
Q4 2022$104,640
-28.8%
4,0000.0%0.01%
-40.0%
Q3 2022$147,000
-2.0%
4,0000.0%0.01%
+42.9%
Q2 2022$150,000
-2.6%
4,0000.0%0.01%0.0%
Q1 2022$154,000
-2.5%
4,0000.0%0.01%
+16.7%
Q4 2021$158,000
-0.6%
4,0000.0%0.01%0.0%
Q3 2021$159,000
+3.2%
4,0000.0%0.01%0.0%
Q2 2021$154,000
+2.0%
4,0000.0%0.01%
+50.0%
Q1 2021$151,000
-3.8%
4,0000.0%0.00%
-33.3%
Q4 2020$157,000
+23.6%
4,0000.0%0.01%
-14.3%
Q3 2020$127,000
-13.6%
4,000
-16.7%
0.01%
-12.5%
Q2 2020$147,000
-78.5%
4,801
-80.6%
0.01%
-82.6%
Q1 2020$685,000
-19.5%
24,731
-3.1%
0.05%
+2.2%
Q4 2019$851,000
-5.5%
25,531
-12.1%
0.04%
-16.7%
Q3 2019$901,000
-14.2%
29,051
-16.1%
0.05%
-16.9%
Q2 2019$1,050,000
-1.4%
34,6160.0%0.06%
-7.1%
Q1 2019$1,065,000
-0.2%
34,616
-8.2%
0.07%
-11.4%
Q4 2018$1,067,000
-16.2%
37,697
+1.3%
0.08%
-7.1%
Q3 2018$1,274,000
+209.2%
37,207
+190.7%
0.08%
+165.6%
Q2 2018$412,000
-65.0%
12,801
-65.1%
0.03%
-68.9%
Q1 2018$1,176,000
-6.1%
36,682
-10.4%
0.10%
-16.9%
Q3 2017$1,252,000
+13.3%
40,937
+10.4%
0.12%
+9.7%
Q2 2017$1,105,000
+38.0%
37,081
+33.9%
0.11%
+36.1%
Q1 2017$801,000
+67.6%
27,690
+60.8%
0.08%
+31.7%
Q4 2016$478,000
-33.8%
17,215
-44.9%
0.06%
-40.0%
Q2 2016$722,00031,2150.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Signature Financial Management, Inc. 770,483$24,717,0005.14%
Monument Capital Management 113,903$3,562,0002.44%
Donald L. Hagan, LLC 35,967$1,153,0000.96%
Bellecapital International Ltd. 21,000$674,0000.63%
Clearwater Capital Advisors, LLC 87,893$2,820,0000.58%
CWM, LLC 438,408$14,064,0000.56%
Drexel Morgan & Co. 9,965$320,0000.33%
PICTET BANK & TRUST Ltd 21,900$703,0000.25%
Migdal Insurance & Financial Holdings Ltd. 294,498$9,448,0000.22%
Brinker Capital Investments, LLC 216,133$6,934,0000.22%
View complete list of ISHARES TR shareholders