KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 21 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$355,770
-19.3%
8,389
-15.9%
0.15%
-0.7%
Q2 2023$440,989
-1.8%
9,979
-0.6%
0.15%
-10.0%
Q1 2023$448,925
-47.8%
10,041
-49.5%
0.17%
-52.5%
Q4 2022$860,504
-3.9%
19,868
-6.1%
0.36%
-13.3%
Q3 2022$895,000
-78.1%
21,160
-76.9%
0.41%
-77.3%
Q2 2022$4,088,000
-16.4%
91,587
-9.1%
1.82%
-19.6%
Q1 2022$4,891,000
+53.2%
100,785
+66.3%
2.26%
+76.6%
Q4 2021$3,192,000
+2.2%
60,611
+4.3%
1.28%
-13.2%
Q3 2021$3,122,000
+55.0%
58,111
+56.3%
1.48%
+55.7%
Q2 2021$2,014,000
+20.8%
37,174
+17.7%
0.95%
+10.1%
Q1 2021$1,667,000
+35.4%
31,582
+42.0%
0.86%
+5.9%
Q4 2020$1,231,000
+40.7%
22,247
+38.4%
0.81%
+16.5%
Q3 2020$875,000
+45.8%
16,072
+45.8%
0.70%
+40.4%
Q2 2020$600,000
+37.9%
11,026
+24.6%
0.50%
+12.4%
Q1 2020$435,000
+6.6%
8,846
+12.2%
0.44%
+44.9%
Q4 2019$408,0007,8840.30%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Ameliora Wealth Management Ltd. 293,270$13,009,5845.90%
WALLER FINANCIAL PLANNING GROUP, INC 479,341$21,263,5825.71%
DORVAL Corp 215,172$9,529,9794.20%
Hennion & Walsh Asset Management, Inc. 859,667$38,134,8281.96%
Stratos Investment Management, LLC 484,961$21,512,9001.78%
CPA Asset Management LLC 60,509$2,684,1801.44%
Kelly Financial Services LLC 87,695$3,890,1501.39%
Shared Vision Wealth Group LLC 49,388$2,190,8671.28%
McGlone Suttner Wealth Management, Inc. 133,954$6,060,7491.24%
Vantage Financial Partners Ltd., Inc. 111,753$4,957,3701.23%
View complete list of ISHARES TR shareholders