KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 75 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - 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 Q3 2023
NameSharesValueWeighting ↓
Richard Bernstein Advisors LLC 1,190,990$101,448,0002.05%
EWG Elevate Inc. 45,294$3,858,0001.60%
Cambria Investment Management, L.P. 65,320$5,564,0001.02%
BEAM WEALTH ADVISORS, INC. 12,278$1,046,0000.90%
Anfield Capital Management, LLC 21,002$1,789,0000.56%
Sunflower Bank, N.A. 43,751$3,727,0000.53%
Blue Edge Capital, LLC 29,522$2,514,684,0000.52%
Wealth Advisors of Tampa Bay, LLC 9,810$836,0000.46%
PATRON PARTNERS, LLC 6,211$529,0000.39%
First Bancorp, Inc /ME/ 4,248$361,0000.34%
View complete list of ISHARES TR shareholders