KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 234 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2019
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders