Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 46 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
Q3 2023$79,889
-4.4%
1,9400.0%0.00%0.0%
Q2 2023$83,556
-1.7%
1,9400.0%0.00%
-20.0%
Q1 2023$84,972
+2.4%
1,9400.0%0.01%0.0%
Q4 2022$82,954
+130.4%
1,940
+125.6%
0.01%
+150.0%
Q3 2022$36,000
-58.6%
860
-55.7%
0.00%
-50.0%
Q2 2022$87,000
-4.4%
1,9400.0%0.00%0.0%
Q1 2022$91,000
-6.2%
1,9400.0%0.00%0.0%
Q4 2021$97,000
-2.0%
1,9400.0%0.00%0.0%
Q3 2021$99,000
+62.3%
1,940
+63.0%
0.00%
+100.0%
Q2 2021$61,0000.0%1,1900.0%0.00%0.0%
Q1 2021$61,000
+1.7%
1,1900.0%0.00%0.0%
Q4 2020$60,0001,1900.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Demars Financial Group, LLC 106,227$5,435,0003.20%
Cardinal Strategic Wealth Guidance 66,604$3,407,0001.78%
Lee Financial Group Hawaii, Inc. 21,143$1,082,0000.80%
Destination Wealth Management 379,242$19,402,0000.75%
Columbus Macro, LLC 23,483$1,201,0000.40%
55I, LLC 127,406$6,518,0000.20%
Robertson Stephens Wealth Management, LLC 29,330$1,500,0000.17%
D.A. DAVIDSON & CO. 201,365$10,302,0000.12%
WealthShield Partners, LLC 5,730$293,0000.08%
OLD MISSION CAPITAL LLC 27,491$1,406,0000.06%
View complete list of ISHARES TR shareholders