Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,172
+0.4%
1,5840.0%0.00%0.0%
Q2 2023$38,998
+0.1%
1,5840.0%0.00%0.0%
Q1 2023$38,951
+0.7%
1,5840.0%0.00%0.0%
Q4 2022$38,681
+1.8%
1,5840.0%0.00%
-33.3%
Q3 2022$38,000
-40.6%
1,584
-38.7%
0.00%0.0%
Q2 2022$64,000
-11.1%
2,584
-10.4%
0.00%0.0%
Q1 2022$72,000
-2.7%
2,8840.0%0.00%0.0%
Q4 2021$74,000
-1.3%
2,8840.0%0.00%0.0%
Q3 2021$75,000
+120.6%
2,884
+121.8%
0.00%
+200.0%
Q2 2021$34,0000.0%1,3000.0%0.00%0.0%
Q1 2021$34,0000.0%1,3000.0%0.00%0.0%
Q4 2020$34,0000.0%1,3000.0%0.00%
-50.0%
Q3 2020$34,000
-12.8%
1,300
-13.3%
0.00%0.0%
Q2 2020$39,000
+8.3%
1,5000.0%0.00%0.0%
Q1 2020$36,000
-5.3%
1,5000.0%0.00%0.0%
Q4 2019$38,0000.0%1,5000.0%0.00%0.0%
Q3 2019$38,0000.0%1,5000.0%0.00%0.0%
Q2 2019$38,000
+2.7%
1,5000.0%0.00%0.0%
Q1 2019$37,000
-19.6%
1,500
-22.3%
0.00%
-33.3%
Q4 2018$46,000
-23.3%
1,930
-23.7%
0.00%
-25.0%
Q3 2018$60,000
+20.0%
2,530
+20.5%
0.00%0.0%
Q2 2018$50,000
-18.0%
2,100
-17.0%
0.00%
-20.0%
Q1 2018$61,000
+510.0%
2,530
+488.4%
0.01%
+400.0%
Q4 2017$10,0000.0%4300.0%0.00%0.0%
Q3 2017$10,0000.0%4300.0%0.00%0.0%
Q2 2017$10,0000.0%4300.0%0.00%0.0%
Q1 2017$10,0000.0%4300.0%0.00%0.0%
Q4 2016$10,000
-9.1%
4300.0%0.00%0.0%
Q3 2016$11,000
+10.0%
4300.0%0.00%0.0%
Q2 2016$10,0004300.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders