Geneos Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 38 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
Q4 2021$1,351,000
-0.9%
13,563
-0.1%
0.05%
-1.9%
Q3 2021$1,363,000
-5.7%
13,575
-5.5%
0.05%
-7.1%
Q2 2021$1,445,000
-0.3%
14,366
-0.5%
0.06%
+40.0%
Q1 2021$1,449,000
+0.6%
14,437
-0.2%
0.04%
-31.0%
Q4 2020$1,441,000
-3.2%
14,462
-1.4%
0.06%
-24.7%
Q3 2020$1,488,000
-0.7%
14,666
-0.8%
0.08%
-7.2%
Q2 2020$1,498,000
+4.9%
14,786
-0.3%
0.08%
-13.5%
Q1 2020$1,428,000
+5.1%
14,836
+11.3%
0.10%
+31.5%
Q4 2019$1,359,000
+1.2%
13,332
+0.4%
0.07%
-8.8%
Q3 2019$1,343,000
+7.4%
13,279
+7.2%
0.08%
+2.6%
Q2 2019$1,250,000
+12.0%
12,389
+10.3%
0.08%
+5.4%
Q1 2019$1,116,000
+21.0%
11,233
+16.1%
0.07%
+8.8%
Q4 2018$922,000
+48.5%
9,673
+51.2%
0.07%
+65.9%
Q3 2018$621,000
+75.4%
6,396
+75.2%
0.04%
+46.4%
Q2 2018$354,0003,6500.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Investment Advisory Group, LLC 7,289$620,2010.36%
Sterneck Capital Management, LLC 4,612$392,4240.25%
True Link Financial Advisors, LLC 21,792$1,854,2270.23%
SAGE FINANCIAL GROUP INC 7,103$604,3770.07%
OPTIMUM INVESTMENT ADVISORS 1,000$85,0880.04%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,685$398,6640.04%
Avantax Planning Partners, Inc. 9,522$810,2030.03%
Steward Partners Investment Advisory, LLC 18,786$1,598,4540.03%
STEPHENS INC /AR/ 4,995$425,0120.01%
Cetera Advisors LLC 4,154$353,4530.01%
View complete list of ISHARES TR shareholders