KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 130 filers reported holding ISHARES TR in Q4 2018. 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 Q4 2018
NameSharesValueWeighting ↓
Slow Capital, Inc. 545,488$31,736,0005.93%
Towerpoint Wealth, LLC 130,186$7,574,0003.76%
Opes Wealth Management LLC 148,287$8,627,0002.81%
MISSION WEALTH MANAGEMENT, LP 943,386$54,886,0002.54%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0002.02%
Warren Street Wealth Advisors, LLC 39,115$2,276,0001.99%
Omega Financial Group, LLC 77,455$4,506,0001.95%
Aries Wealth Management 77,455$4,506,0001.95%
Boltwood Capital Management 63,963$3,721,0001.44%
Orin Green Financial, LLC 37,140$2,161,0001.41%
View complete list of ISHARES TR shareholders