Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 332 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$318,035
-17.1%
12,824
-15.2%
0.02%
-20.0%
Q2 2023$383,468
+197.4%
15,115
+196.2%
0.02%
+150.0%
Q1 2023$128,953
-1.2%
5,103
-3.8%
0.01%0.0%
Q4 2022$130,507
+2.0%
5,303
-1.4%
0.01%
-11.1%
Q3 2022$128,000
+6.7%
5,378
+10.0%
0.01%
+50.0%
Q2 2022$120,000
-13.0%
4,887
-2.3%
0.01%0.0%
Q1 2022$138,000
-1.4%
5,001
+6.9%
0.01%
+20.0%
Q4 2021$140,000
+42.9%
4,678
+43.0%
0.01%
+25.0%
Q3 2021$98,000
-13.3%
3,271
-13.4%
0.00%0.0%
Q2 2021$113,000
+653.3%
3,779
+628.1%
0.00%
Q1 2021$15,000
+50.0%
519
-4.8%
0.00%
Q4 2020$10,0005450.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders