Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$47,229
-0.0%
1,9380.0%0.00%0.0%
Q2 2023$47,248
-0.6%
1,9380.0%0.00%
-33.3%
Q1 2023$47,539
+0.9%
1,9380.0%0.00%0.0%
Q4 2022$47,132
+2.5%
1,9380.0%0.00%0.0%
Q3 2022$46,000
-4.2%
1,9380.0%0.00%
+50.0%
Q2 2022$48,0000.0%1,9380.0%0.00%0.0%
Q1 2022$48,000
-5.9%
1,9380.0%0.00%0.0%
Q4 2021$51,000
-1.9%
1,9380.0%0.00%0.0%
Q3 2021$52,000
+940.0%
1,938
+869.0%
0.00%
Q2 2021$5,0000.0%2000.0%0.00%
Q1 2021$5,0000.0%2000.0%0.00%
Q4 2020$5,0000.0%2000.0%0.00%
Q3 2020$5,0000.0%2000.0%0.00%
Q2 2020$5,000
+25.0%
2000.0%0.00%
Q1 2020$4,0002000.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 385,938$9,405,3086.99%
Keeler Thomas Management LLC 604,202$14,928,7775.52%
Scissortail Wealth Management, LLC 236,003$5,751,3904.53%
Envision Financial Planning, LLC 161,317$3,931,2843.89%
Summit Asset Management, LLC 549,950$13,402,2743.64%
Windsor Capital Management, LLC 429,255$10,460,9543.62%
Gateway Advisory, LLC 698,889$17,031,9143.47%
Houlihan Financial Resource Group, Ltd. 226,696$5,5282.96%
Syntegra Private Wealth Group, LLC 773,021$18,838,5252.96%
Peloton Wealth Strategists 256,525$6,2522.88%
View complete list of ISHARES TR shareholders