Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,195
-2.8%
700.0%0.00%
Q2 2023$5,345
+434.5%
70
+438.5%
0.00%
Q1 2022$1,000
-94.1%
13
-93.5%
0.00%
-100.0%
Q4 2021$17,000
-99.0%
199
-98.8%
0.00%
-97.9%
Q1 2021$1,692,000
+105.8%
16,815
+45.2%
0.05%
+2.2%
Q2 2020$822,000
+6750.0%
11,581
+5690.5%
0.05%
+4500.0%
Q4 2019$12,000
+9.1%
2000.0%0.00%0.0%
Q3 2019$11,000
-92.9%
200
-92.3%
0.00%
-90.0%
Q2 2019$154,000
+2.7%
2,6000.0%0.01%0.0%
Q1 2019$150,000
+21.0%
2,600
+8.3%
0.01%
+11.1%
Q4 2018$124,000
-53.4%
2,400
-46.1%
0.01%
-50.0%
Q3 2018$266,000
+166.0%
4,450
+154.3%
0.02%
+125.0%
Q2 2018$100,0001,7500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders