Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,370
-9.1%
8170.0%0.00%0.0%
Q2 2023$33,408
+6.7%
817
+0.1%
0.00%0.0%
Q1 2023$31,317
-23.9%
816
-32.9%
0.00%0.0%
Q4 2022$41,151
+2.9%
1,2160.0%0.00%
-33.3%
Q3 2022$40,000
-21.6%
1,216
-13.2%
0.00%0.0%
Q2 2022$51,000
-21.5%
1,4010.0%0.00%0.0%
Q1 2022$65,000
-13.3%
1,4010.0%0.00%0.0%
Q4 2021$75,000
+38.9%
1,401
+25.0%
0.00%
+50.0%
Q3 2021$54,000
-1.8%
1,1210.0%0.00%0.0%
Q2 2021$55,000
+5.8%
1,1210.0%0.00%
+100.0%
Q1 2021$52,000
+2.0%
1,1210.0%0.00%
-50.0%
Q4 2020$51,0001,1210.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 79,367$2,654,0002.51%
Financial Architects, Inc 65,811$2,201,0000.38%
Highland Financial Advisors, LLC 12,002$401,0000.28%
TCG Advisory Services, LLC 25,822$863,0000.26%
Better Money Decisions, LLC 7,925$265,0000.26%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 63,480$2,123,0000.20%
Merit Financial Group, LLC 59,831$2,001,0000.09%
Traynor Capital Management, Inc. 12,420$415,0000.07%
Almanack Investment Partners, LLC. 5,350$179,0000.04%
Kestra Advisory Services, LLC 183,926$3,078,075,0000.03%
View complete list of ISHARES TR shareholders