Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 3 filers reported holding ISHARES TR in Q4 2022. 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 2022$76,000
-25.5%
3,061
-25.5%
0.01%0.0%
Q2 2022$102,0000.0%4,1110.0%0.01%
+25.0%
Q1 2022$102,000
-2.9%
4,111
-2.4%
0.00%0.0%
Q4 2021$105,000
-6.2%
4,211
-5.6%
0.00%0.0%
Q3 2021$112,000
+51.4%
4,461
+51.2%
0.00%
+33.3%
Q2 2021$74,000
-58.4%
2,950
-57.9%
0.00%
-40.0%
Q1 2021$178,000
+137.3%
7,0110.0%0.01%
+66.7%
Q4 2020$75,000
-5.1%
7,011
+126.2%
0.00%
-25.0%
Q3 2020$79,000
+92.7%
3,100
+93.8%
0.00%
+100.0%
Q2 2020$41,000
+5.1%
1,6000.0%0.00%
-33.3%
Q1 2020$39,000
-2.5%
1,6000.0%0.00%
+50.0%
Q4 2019$40,0000.0%1,6000.0%0.00%0.0%
Q3 2019$40,000
-50.0%
1,600
-49.8%
0.00%
-60.0%
Q2 2019$80,000
+1.3%
3,1850.0%0.01%0.0%
Q1 2019$79,000
+27.4%
3,185
+23.0%
0.01%0.0%
Q4 2018$62,000
-1.6%
2,5900.0%0.01%
+25.0%
Q3 2018$63,000
+65.8%
2,590
+61.9%
0.00%
+33.3%
Q2 2018$38,000
-39.7%
1,600
-38.2%
0.00%
-50.0%
Q1 2018$63,000
+162.5%
2,590
+161.6%
0.01%
+200.0%
Q4 2017$24,000
-4.0%
9900.0%0.00%0.0%
Q3 2017$25,000
+4.2%
9900.0%0.00%0.0%
Q2 2017$24,0000.0%9900.0%0.00%0.0%
Q1 2017$24,0000.0%9900.0%0.00%
-33.3%
Q4 2016$24,000
-4.0%
9900.0%0.00%0.0%
Q3 2016$25,0000.0%9900.0%0.00%
-25.0%
Q2 2016$25,0009900.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 3,076,075$76,840,0004.50%
Matthew Goff Investment Advisor, LLC 265,688$6,637,0002.86%
Murphy, Middleton, Hinkle & Parker, Inc. 117,350$2,931,0002.18%
Day & Ennis, LLC 91,922$2,296,0001.88%
Signature Wealth Management Group 99,710$2,491,0001.83%
Gateway Advisory, LLC 226,964$5,670,0001.57%
CORDA Investment Management, LLC. 508,640$12,705,0001.52%
LYELL WEALTH MANAGEMENT, LP 93,403$2,333,0000.93%
Camelot Portfolios, LLC 73,195$1,828,0000.86%
Timber Creek Capital Management LLC 47,091$1,176,0000.73%
View complete list of ISHARES TR shareholders