Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. 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
Q4 2021$58,000
-1.7%
2,2720.0%0.00%0.0%
Q3 2021$59,0000.0%2,2720.0%0.00%0.0%
Q2 2021$59,0000.0%2,2720.0%0.00%0.0%
Q1 2021$59,000
+1.7%
2,2720.0%0.00%0.0%
Q4 2020$58,000
+141.7%
2,272
+142.5%
0.00%
+100.0%
Q3 2020$24,0000.0%9370.0%0.00%0.0%
Q2 2020$24,000
+4.3%
9370.0%0.00%
-50.0%
Q1 2020$23,0000.0%9370.0%0.00%
+100.0%
Q4 2019$23,0000.0%9370.0%0.00%0.0%
Q3 2019$23,0000.0%9370.0%0.00%0.0%
Q2 2019$23,0000.0%9370.0%0.00%
-50.0%
Q1 2019$23,000
+4.5%
9370.0%0.00%0.0%
Q4 2018$22,000
-4.3%
9370.0%0.00%0.0%
Q3 2018$23,0009370.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Pacific Financial 665,639$15,822,2347.05%
Francis Financial, Inc. 473,616$11,257,8505.87%
LFA - Lugano Financial Advisors SA 162,090$3,852,8793.30%
Milestone Investment Advisors LLC 371,670$8,834,6012.51%
Private Ocean, LLC 766,136$18,211,0522.31%
Integris Wealth Management, LLC 251,959$5,989,0671.96%
Summit Wealth Group, LLC 85,794$2,0391.82%
Better Money Decisions, LLC 82,955$1,971,8431.74%
IMPACTfolio, LLC 95,659$2,273,8141.64%
Arlington Financial Advisors, LLC 125,721$2,988,3881.06%
View complete list of ISHARES TR shareholders