Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 5 filers reported holding ISHARES TR in Q4 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$7,421
-7.6%
2430.0%0.00%
Q2 2023$8,029
+5.3%
2430.0%0.00%
Q1 2023$7,625
-92.9%
243
-90.6%
0.00%
-100.0%
Q4 2021$107,000
-1.8%
2,586
+0.0%
0.00%0.0%
Q3 2021$109,000
-5.2%
2,5850.0%0.00%0.0%
Q2 2021$115,000
+2.7%
2,5850.0%0.00%
+33.3%
Q1 2021$112,000
+0.9%
2,5850.0%0.00%
-25.0%
Q4 2020$111,000
+141.3%
2,585
+79.1%
0.00%
+100.0%
Q3 2020$46,000
+9.5%
1,4430.0%0.00%0.0%
Q2 2020$42,000
+35.5%
1,4430.0%0.00%0.0%
Q1 2020$31,000
-20.5%
1,4430.0%0.00%0.0%
Q4 2019$39,000
+11.4%
1,4430.0%0.00%0.0%
Q3 2019$35,0000.0%1,4430.0%0.00%0.0%
Q2 2019$35,0001,4430.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
M Holdings Securities, Inc. 154,829$3,690,0000.41%
Clearwater Capital Advisors, LLC 114,304$2,724,0000.38%
Wharton Business Group, LLC 222,622$5,305,0000.36%
Founders Capital Management 14,835$354,0000.29%
HAP Trading, LLC 89,330$2,129,0000.14%
Financial Partners Group, Inc 22,220$529,0000.14%
Wealthcare Advisory Partners LLC 101,322$2,415,0000.14%
Financial Advocates Investment Management 40,346$961,0000.08%
Patriot Financial Group Insurance Agency, LLC 13,238$315,0000.08%
Sunbelt Securities, Inc. 14,671$350,0000.07%
View complete list of ISHARES TR shareholders