Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 109 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,941
-1.0%
1010.0%0.00%
Q2 2023$4,993
+25.5%
101
+24.7%
0.00%
Q1 2023$3,980
+22.5%
81
+19.1%
0.00%
Q4 2022$3,248
-35.0%
68
-37.6%
0.00%
Q2 2022$5,000
-72.2%
109
-70.0%
0.00%
-100.0%
Q1 2022$18,000
+200.0%
363
+202.5%
0.00%
Q4 2021$6,0000.0%1200.0%0.00%
Q3 2021$6,0000.0%1200.0%0.00%
Q2 2021$6,000
-100.0%
120
-100.0%
0.00%
-100.0%
Q1 2021$28,880,000
+481233.3%
526,631
+4.3%
0.81%
Q4 2020$6,000
+20.0%
504,697
+489897.1%
0.00%
Q3 2020$5,0000.0%1030.0%0.00%
Q2 2020$5,0000.0%1030.0%0.00%
Q1 2020$5,0000.0%1030.0%0.00%
Q4 2019$5,000
-75.0%
103
-72.5%
0.00%
-100.0%
Q3 2019$20,000
-20.0%
375
-18.8%
0.00%
-50.0%
Q2 2019$25,000
-43.2%
462
-44.0%
0.00%
-33.3%
Q1 2019$44,000
+2.3%
8250.0%0.00%0.0%
Q4 2018$43,0000.0%8250.0%0.00%0.0%
Q3 2018$43,000
+4.9%
825
+3.9%
0.00%0.0%
Q2 2018$41,0000.0%7940.0%0.00%
-25.0%
Q1 2018$41,000
+13.9%
794
+12.8%
0.00%
+33.3%
Q4 2017$36,0000.0%7040.0%0.00%
-25.0%
Q3 2017$36,0000.0%7040.0%0.00%0.0%
Q2 2017$36,000
+5.9%
704
+4.8%
0.00%0.0%
Q1 2017$34,0006720.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders