KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 116 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.09 and the average weighting 0.1%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$213,532
-0.7%
2,608
+1.5%
0.07%
-8.6%
Q1 2023$214,930
+1.4%
2,569
+13.9%
0.08%
-17.3%
Q1 2022$212,000
+6.0%
2,255
+2.2%
0.10%
+22.5%
Q4 2021$200,000
-99.7%
2,206
+109.7%
0.08%
+73.9%
Q3 2019$65,950,0001,0520.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pathway Financial Advisors LLC 123,927$10,851,0003.87%
SINECERA CAPITAL, LLC 42,911$3,844,0003.73%
BEAM WEALTH ADVISORS, INC. 13,487$1,220,0001.40%
Richard Bernstein Advisors LLC 497,794$45,030,0000.87%
Wealth Advisors of Tampa Bay, LLC 29,240$2,645,0000.65%
Blue Edge Capital, LLC 27,960$2,529,262,0000.49%
Sunflower Bank, N.A. 38,839$3,513,0000.47%
Interchange Capital Partners, LLC 3,835$346,0000.35%
First Bancorp, Inc /ME/ 4,248$384,0000.34%
Ameritas Advisory Services, LLC 68,604$6,206,0000.23%
View complete list of ISHARES TR shareholders