New Capital Management LP - 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
New Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$304,0000.0%2,8720.0%0.79%
+113.2%
Q4 2017$304,000
+9.0%
2,872
+2.2%
0.37%
-27.6%
Q2 2017$279,0000.0%2,8100.0%0.51%0.0%
Q1 2017$279,000
+7.7%
2,8100.0%0.51%
+36.3%
Q4 2016$259,0002,8100.38%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fortis Advisors, LLC 34,819$2,029,0001.79%
Richard Bernstein Advisors LLC 574,789$33,499,0000.82%
WealthBridge Capital Management, LLC 16,859$983,0000.43%
Interchange Capital Partners, LLC 13,118$764,0000.41%
Slow Capital, Inc. 27,602$1,609,0000.38%
PATRON PARTNERS, LLC 4,061$237,0000.23%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 22,591$1,316,6030.22%
Madden Advisory Services, Inc. 3,850$224,0000.19%
Cedar Brook Financial Partners, LLC 8,025$468,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,178$1,059,0000.16%
View complete list of ISHARES TR shareholders