KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 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
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$251,439
-51.6%
3,051
-50.1%
0.11%
-40.6%
Q2 2023$520,028
+4.7%
6,118
+2.7%
0.18%
-4.3%
Q1 2023$496,449
-0.6%
5,955
+1.3%
0.19%
-9.2%
Q4 2022$499,220
+14.8%
5,881
+1.9%
0.21%
+3.0%
Q3 2022$435,000
+7.7%
5,772
+15.9%
0.20%
+11.7%
Q2 2022$404,000
+17.8%
4,980
+27.1%
0.18%
+13.2%
Q1 2022$343,000
+5.9%
3,919
+9.2%
0.16%
+22.3%
Q4 2021$324,000
+30.1%
3,588
+20.6%
0.13%
+10.2%
Q3 2021$249,000
+2.9%
2,976
+2.0%
0.12%
+3.5%
Q2 2021$242,000
+13.1%
2,917
-6.1%
0.11%
-35.6%
Q2 2020$214,000
-72.8%
3,106
-72.9%
0.18%
-69.9%
Q4 2019$787,000
-99.9%
11,446
+4.2%
0.59%
+26.9%
Q3 2019$670,739,000
+100010.3%
10,980
+1.2%
0.46%
-12.3%
Q2 2019$670,000
+4.0%
10,854
+2.9%
0.53%
-5.7%
Q1 2019$644,000
+10.3%
10,543
+2.2%
0.56%
-8.9%
Q4 2018$584,000
-7.4%
10,317
+3.0%
0.62%
+5.1%
Q3 2018$631,000
+10.7%
10,015
-0.9%
0.59%
+10.4%
Q2 2018$570,000
+33.2%
10,101
+163.0%
0.53%
+36.5%
Q1 2018$428,000
+27.4%
3,840
+28.6%
0.39%
+19.7%
Q4 2017$336,0002,9870.32%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders