KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 156 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$575,889,000
+107744.4%
5,749
+8.3%
0.40%
-5.7%
Q2 2019$534,000
+21.4%
5,306
+20.2%
0.42%
+9.9%
Q1 2019$440,000
-11.6%
4,414
-13.0%
0.38%
-26.9%
Q4 2018$498,000
-9.3%
5,076
-8.7%
0.52%
+2.9%
Q3 2018$549,000
-0.9%
5,5610.0%0.51%
-1.2%
Q2 2018$554,000
+6.1%
5,561
+6.7%
0.52%
+8.6%
Q1 2018$522,000
+27.6%
5,210
+27.4%
0.48%
+19.9%
Q4 2017$409,0004,0910.40%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders