IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 78 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$34,000
+21.4%
563
+4.8%
0.01%
-12.5%
Q2 2019$28,000
-61.6%
537
-31.3%
0.01%
-77.1%
Q4 2016$73,0007820.04%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders