KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 291 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$515,000
-18.4%
4,288
-18.0%
0.48%
-16.4%
Q1 2018$631,000
+36.3%
5,230
+38.1%
0.57%
+28.1%
Q4 2017$463,0003,7880.45%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders