KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$848,343
+55.5%
33,452
+55.1%
0.36%
+91.5%
Q2 2023$545,404
-42.3%
21,566
-42.5%
0.19%
-47.1%
Q1 2023$945,12937,5200.36%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 568,776$14,271,00015.54%
Gateway Advisory, LLC 1,048,914$26,317,00011.21%
NovaPoint Capital, LLC 466,679$11,709,0005.09%
Tillar-Wenstrup Advisors, LLC 392,752$9,854,0004.93%
Cribstone Capital Management, LLC 239,983$6,021,0003.70%
TLWM 340,045$8,536,0003.27%
PFG Private Wealth Management, LLC 228,768$5,740,0003.22%
SONATA CAPITAL GROUP INC 246,377$6,182,0003.21%
Windsor Capital Management, LLC 350,705$8,799,0003.14%
Madden Advisory Services, Inc. 159,142$3,993,0003.02%
View complete list of ISHARES TR shareholders