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 ↓
FinTrust Capital Advisors, LLC 450,022$10,010,9272.42%
Royal Harbor Partners, LLC 107,468$2,390,6691.48%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,399,777$31,1390.46%
Krilogy Financial LLC 194,633$4,329,6890.41%
Granite Harbor Advisors, Inc. 9,554$212,5330.22%
Vista Private Wealth Partners. LLC 20,242$450,2910.21%
JDM Financial Group LLC 6,226$138,5000.13%
FLOW TRADERS U.S. LLC 111,652$2,4840.12%
Parcion Private Wealth LLC 46,158$1,026,8070.11%
Resonant Capital Advisors, LLC 21,936$487,9750.06%
View complete list of ISHARES TR shareholders