KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$699,554
-77.5%
13,787
-77.5%
0.30%
-72.4%
Q2 2023$3,111,138
+248.1%
61,400
+247.6%
1.08%
+218.9%
Q1 2023$893,723
+216.3%
17,666
+215.1%
0.34%
+188.9%
Q4 2022$282,598
-25.4%
5,606
-25.3%
0.12%
-33.1%
Q3 2022$379,000
+1.3%
7,500
+0.7%
0.18%
-1.1%
Q3 2021$374,000
-77.0%
7,448
-77.0%
0.18%
-76.9%
Q2 2021$1,625,000
-17.8%
32,317
-17.8%
0.76%
-25.0%
Q1 2021$1,976,000
+282.9%
39,293
+282.6%
1.02%
+199.1%
Q4 2020$516,000
+145.7%
10,269
+145.8%
0.34%
+104.2%
Q3 2020$210,000
-2.8%
4,177
-2.7%
0.17%
-6.7%
Q2 2020$216,000
-3.1%
4,294
-3.0%
0.18%
-21.1%
Q1 2020$223,000
-21.8%
4,426
-22.1%
0.23%
+6.6%
Q4 2019$285,000
-96.6%
5,678
+3320.5%
0.21%
+3450.0%
Q3 2019$8,346,0001660.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
LANDAAS & CO /WI /ADV 459,015$23,093,00016.46%
Arbor Investment Advisors, LLC 719,166$36,181,00011.32%
MV CAPITAL MANAGEMENT, INC. 815,533$41,029,0009.49%
Cypress Capital, LLC 384,550$19,347,0008.74%
Elmwood Wealth Management, Inc. 171,985$8,653,0007.65%
BRANDYWINE OAK PRIVATE WEALTH LLC 448,985$22,588,0004.52%
Drexel Morgan & Co. 75,100$3,778,0002.91%
Ifrah Financial Services, Inc. 94,428$4,751,0001.76%
Laurel Wealth Advisors LLC 94,771$4,769,0001.68%
Selective Wealth Management, Inc. 19,165$964,0001.56%
View complete list of ISHARES TR shareholders