Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 166 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$19,000
-13.6%
7000.0%0.00%0.0%
Q1 2022$22,000
-8.3%
7000.0%0.00%0.0%
Q4 2021$24,000
-85.7%
700
-84.7%
0.00%
-83.3%
Q3 2021$168,000
-1.2%
4,589
-0.2%
0.01%
-14.3%
Q2 2021$170,000
-28.6%
4,597
-28.8%
0.01%0.0%
Q1 2021$238,000
+0.4%
6,459
-3.8%
0.01%
-30.0%
Q4 2020$237,000
+618.2%
6,713
+416.4%
0.01%
+400.0%
Q3 2020$33,000
-5.7%
1,300
-11.9%
0.00%0.0%
Q2 2020$35,000
+9.4%
1,4750.0%0.00%0.0%
Q1 2020$32,000
-92.7%
1,475
-85.0%
0.00%
-91.3%
Q4 2019$439,000
+3.3%
9,809
-3.1%
0.02%
-8.0%
Q3 2019$425,000
+3.4%
10,119
+3.7%
0.02%0.0%
Q2 2019$411,000
+9.0%
9,762
+12.1%
0.02%0.0%
Q1 2019$377,000
-81.3%
8,708
-82.6%
0.02%
-83.2%
Q4 2018$2,018,000
-17.9%
49,969
-11.1%
0.15%
-9.1%
Q3 2018$2,459,000
+7351.5%
56,195
+7151.0%
0.16%
+5366.7%
Q2 2018$33,000
+3.1%
7750.0%0.00%0.0%
Q1 2018$32,000
-8.6%
7750.0%0.00%0.0%
Q4 2017$35,000
-2.8%
7750.0%0.00%
-25.0%
Q3 2017$36,000
-18.2%
775
-19.0%
0.00%
-20.0%
Q2 2017$44,000
-17.0%
957
-18.3%
0.01%
-16.7%
Q1 2017$53,000
+17.8%
1,172
+8.3%
0.01%0.0%
Q4 2016$45,0001,0820.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders