Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 122 filers reported holding ISHARES TR in Q4 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$29,212
-5.7%
3920.0%0.00%0.0%
Q2 2023$30,988
-0.2%
3920.0%0.00%0.0%
Q1 2023$31,042
+1473.3%
392
+1468.0%
0.00%
Q4 2022$1,973
+97.3%
250.0%0.00%
Q3 2022$1,000250.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CWM, LLC 618,809$61,491,0000.49%
FOSTER DYKEMA CABOT & CO INC/MA 16,057$947,0000.15%
LFA - Lugano Financial Advisors SA 2,490$146,0000.09%
MISSION WEALTH MANAGEMENT, LP 10,233$604,0000.07%
Alpha Omega Wealth Management LLC 2,317$137,0000.06%
RPg Family Wealth Advisory, LLC 1,539$90,799,0000.05%
NORTH AMERICAN MANAGEMENT CORP 5,338$315,0000.05%
Brinker Capital Investments, LLC 25,214$1,487,0000.05%
Pacific Center for Financial Services 911$54,0000.03%
LAKE STREET ADVISORS GROUP, LLC 4,739$280,0000.03%
View complete list of ISHARES TR shareholders