KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 151 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.29 and the average weighting 0.6%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$618,442
-17.3%
12,421
-19.9%
0.26%
-25.5%
Q3 2022$748,000
-78.0%
15,504
+30300.0%
0.34%
+17150.0%
Q3 2019$3,398,000510.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders