Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 43 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
Cardinal Strategic Wealth Guidance 225,362$11,803,0007.01%
Demars Financial Group, LLC 115,601$6,055,0004.28%
Destination Wealth Management 330,152$17,292,0000.75%
Birchcreek Wealth Management, LLC 3,066$160,0000.16%
D.A. DAVIDSON & CO. 156,314$8,187,0000.12%
Columbus Macro, LLC 7,077$371,0000.11%
J.W. COLE ADVISORS, INC. 13,359$700,0000.07%
RFG Advisory, LLC 8,963$467,0000.06%
WealthShield Partners, LLC 5,730$300,0000.06%
DAVIDSON INVESTMENT ADVISORS 9,731$510,0000.05%
View complete list of ISHARES TR shareholders