Winslow, Evans & Crocker, Inc. - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Winslow, Evans & Crocker, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2016$5,008,000
+2.9%
500.0%0.00%0.0%
Q1 2016$4,869,000
+4.7%
500.0%0.00%0.0%
Q4 2015$4,652,000
+4.7%
500.0%0.00%0.0%
Q3 2015$4,444,000
-1.2%
500.0%0.00%0.0%
Q2 2015$4,498,000
-1.8%
500.0%0.00%0.0%
Q1 2015$4,580,000
+2.2%
500.0%0.00%0.0%
Q4 2014$4,482,000
+2.2%
500.0%0.00%0.0%
Q3 2014$4,386,000
-2.4%
500.0%0.00%0.0%
Q2 2014$4,494,000
+4.1%
500.0%0.00%0.0%
Q1 2014$4,319,000
+107875.0%
500.0%0.00%0.0%
Q4 2013$4,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 68,681$3,918,9272.77%
Richard Bernstein Advisors LLC 986,883$56,311,5861.26%
Slow Capital, Inc. 48,754$2,781,8860.51%
Money Design Co.,Ltd. 128,333$7,3230.44%
Morningstar Investment Management LLC 49,008$2,7960.42%
FLOW TRADERS U.S. LLC 142,351$8,1230.38%
WealthBridge Capital Management, LLC 11,909$679,5280.28%
Intelligent Financial Strategies 6,110$348,6290.26%
ICICI Prudential Asset Management Co Ltd 34,410$1,963,7790.26%
Interchange Capital Partners, LLC 13,748$292,1890.23%
View complete list of ISHARES TR shareholders