KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 86 filers reported holding ISHARES TR in Q3 2023. 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$2,178,107
-11.2%
99,685
-10.0%
0.93%
+9.3%
Q2 2023$2,452,171
+59.2%
110,707
+62.8%
0.85%
+45.8%
Q1 2023$1,540,73367,9940.58%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
4J Wealth Management LLC 106,479$2,412,8252.59%
FinTrust Capital Advisors, LLC 450,022$10,010,9272.43%
Royal Harbor Partners, LLC 137,398$3,113,4391.67%
Altus Wealth Group LLC 55,418$1,255,7720.85%
Denver PWM, LLC 67,940$1,543,2670.68%
KCS Wealth Advisory 67,994$1,540,7330.58%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,437,738$32,579,1380.48%
Stratos Wealth Partners, LTD. 408,845$9,264,4370.25%
Granite Harbor Advisors, Inc. 11,337$256,8960.23%
JDM Financial Group LLC 9,113$206,5050.19%
View complete list of ISHARES TR shareholders