KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 217 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$505,000
-47.3%
8,703
-46.8%
0.47%
-47.4%
Q2 2018$958,000
-19.2%
16,372
-19.4%
0.89%
-17.3%
Q1 2018$1,186,000
+7.8%
20,317
+9.3%
1.08%
+1.3%
Q4 2017$1,100,00018,5921.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NewFocus Financial Group, LLC 277,390$17,428,0005.13%
Towerpoint Wealth, LLC 116,937$7,347,0003.68%
MISSION WEALTH MANAGEMENT, LP 848,978$53,341,0003.34%
Epstein & White Financial LLC 147,045$9,238,0002.84%
PACIFIC CAPITAL WEALTH ADVISORS, INC 73,343$4,608,0002.62%
Miracle Mile Advisors, LLC 508,280$31,935,0001.96%
Blue Zone Wealth Advisors, LLC 62,653$3,936,0001.90%
Boltwood Capital Management 60,974$3,831,0001.86%
Omega Financial Group, LLC 53,689$3,373,0001.82%
Slow Capital, Inc. 114,464$7,192,0001.72%
View complete list of ISHARES TR shareholders