Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBHA and the CUSIP is 46435U226. A total of 26 filers reported holding ISHARES TR in Q3 2021. 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
Q2 2021$9,000
-52.6%
400
-50.9%
0.00%
-100.0%
Q1 2021$19,000
+111.1%
8140.0%0.00%
Q4 2020$9,0000.0%814
+103.5%
0.00%
Q3 2020$9,0000.0%4000.0%0.00%
-100.0%
Q2 2020$9,0000.0%4000.0%0.00%0.0%
Q1 2020$9,0000.0%4000.0%0.00%
Q4 2019$9,0004000.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Asset Dedication, LLC 125,838$3,042,0000.40%
Peloton Wealth Strategists 22,000$532,0000.22%
COLTON GROOME FINANCIAL ADVISORS, LLC 15,700$379,0000.16%
Timber Creek Capital Management LLC 21,406$517,0000.16%
VALLEY NATIONAL ADVISERS INC 25,319$612,0000.11%
Northstar Group, Inc. 14,070$340,0000.09%
McLean Asset Management Corp 9,200$222,0000.08%
Bradley & Co. Private Wealth Management, LLC 2,337$56,0000.05%
Guidance Point Advisors, LLC 4,009$96,0000.04%
FLOW TRADERS U.S. LLC 33,667$814,0000.03%
View complete list of ISHARES TR shareholders