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 ↓
360 Financial, Inc. 134,891$6,221,0003.50%
Florin Court Capital LLP 23,867$1,101,0001.16%
MONUMENTAL FINANCIAL GROUP INC. 16,858$777,0000.74%
TCG Advisory Services, LLC 29,031$1,339,0000.40%
Better Money Decisions, LLC 7,835$361,0000.37%
Financial Architects, Inc 41,032$1,892,0000.30%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 72,621$3,349,0000.24%
Carl P. Sherr & Co., LLC 6,175$285,0000.21%
Traynor Capital Management, Inc. 17,913$826,0000.14%
Edge Capital Group, LLC 30,884$1,424,0000.12%
View complete list of ISHARES TR shareholders