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 ↓
SINECERA CAPITAL, LLC 37,459$2,940,4523.96%
Pathway Financial Advisors LLC 125,747$9,870,9603.37%
Wealth Advisors of Tampa Bay, LLC 46,580$3,656,4681.01%
First Bancorp, Inc /ME/ 4,614$362,1930.32%
Ameritas Advisory Services, LLC 76,437$6,000,1820.30%
BEAM WEALTH ADVISORS, INC. 3,904$306,4780.22%
OVERSEA-CHINESE BANKING Corp Ltd 46,768$3,661,4660.17%
Sunflower Bank, N.A. 6,343$497,9170.12%
Slow Capital, Inc. 7,697$604,1860.11%
Proficio Capital Partners LLC 10,460$821,0950.11%
View complete list of ISHARES TR shareholders