KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 68 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
4J Wealth Management LLC 119,701$2,651,3812.57%
FinTrust Capital Advisors, LLC 450,022$10,010,9272.40%
Royal Harbor Partners, LLC 158,674$3,514,6291.72%
KCS Wealth Advisory 110,707$2,452,1710.85%
Altus Wealth Group LLC 57,954$1,283,6810.79%
Denver PWM, LLC 75,601$1,662,9330.69%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,436,264$31,813,2430.46%
Stockman Wealth Management, Inc. 71,219$1,577,5010.34%
Granite Harbor Advisors, Inc. 14,363$318,1400.25%
Stratos Wealth Partners, LTD. 437,624$9,693,3890.22%
View complete list of ISHARES TR shareholders