IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 146 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
Newfound Research LLC 53,504$5,668,0003.01%
Slow Capital, Inc. 13,357$1,415,0000.73%
InterOcean Capital, LLC 32,148$3,406,0000.46%
Madden Advisory Services, Inc. 6,763$716,0000.43%
WRAPMANAGER INC 11,351$1,203,0000.40%
New Capital Management LP 2,872$304,0000.37%
Affiance Financial, LLC 4,695$497,0000.37%
CENTAURUS FINANCIAL, INC. 8,473$898,0000.23%
PFG Advisors 2,079$220,0000.23%
East Coast Asset Management, LLC. 7,422$786,0000.21%
View complete list of ISHARES TR shareholders