KCS Wealth Advisory - ISHARES TR ownership

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 Q4 2023
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 408,854$10,303,13013.60%
Paradigm, Strategies in Wealth Management, LLC 553,890$13,952,47710.98%
American Planning Services, Inc. 536,389$13,511,6399.16%
Ruggaard & Associates LLC 466,373$11,747,9397.25%
NovaPoint Capital, LLC 653,532$16,462,4616.74%
PFG Private Wealth Management, LLC 294,346$7,414,5864.71%
ABSOLUTE CAPITAL MANAGEMENT, LLC 209,549$5,278,5434.67%
Windsor Capital Management, LLC 526,520$13,263,0334.56%
Keeler Thomas Management LLC 381,152$9,601,2204.51%
Reliant Wealth Planning 243,667$6,137,9723.80%
View complete list of ISHARES TR shareholders