KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 139 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$386,000
-12.5%
10,665
-33.5%
0.18%
+1.1%
Q4 2021$441,000
+3.3%
16,049
+1.0%
0.18%
-12.4%
Q3 2021$427,000
-0.5%
15,893
-1.6%
0.20%0.0%
Q2 2021$429,000
+7.5%
16,151
-0.1%
0.20%
-1.9%
Q1 2021$399,000
+27.5%
16,173
+4.8%
0.21%
-0.5%
Q4 2020$313,000
+44.2%
15,427
+16.6%
0.21%
+19.7%
Q3 2020$217,000
-23.6%
13,228
-9.0%
0.17%
-26.4%
Q2 2020$284,000
+51.9%
14,536
+31.6%
0.24%
+23.7%
Q1 2020$187,000
-47.5%
11,049
-4.2%
0.19%
-28.6%
Q4 2019$356,000
-99.9%
11,535
+9.6%
0.27%
+19.8%
Q3 2019$321,580,000
+87049.1%
10,523
-7.3%
0.22%
-23.7%
Q2 2019$369,000
+1.1%
11,349
+4.7%
0.29%
-8.5%
Q1 2019$365,000
+17.7%
10,841
+2.5%
0.32%
-2.8%
Q4 2018$310,000
-18.8%
10,574
+4.4%
0.33%
-7.9%
Q3 2018$382,0000.0%10,129
-0.9%
0.36%
-0.3%
Q2 2018$382,000
+48.1%
10,220
+34.5%
0.36%
+51.5%
Q1 2018$258,000
+8.4%
7,601
+13.8%
0.24%
+2.2%
Q4 2017$238,0006,6810.23%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders