Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 111 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$673,000
-4.7%
10,832
-0.7%
0.04%0.0%
Q4 2021$706,000
+6.2%
10,911
-1.6%
0.04%
-2.2%
Q3 2021$665,000
-8.5%
11,086
+5.4%
0.04%
-8.2%
Q2 2021$727,000
-0.4%
10,517
-5.5%
0.05%
-5.8%
Q1 2021$730,000
+0.1%
11,126
-2.9%
0.05%
+4.0%
Q4 2020$729,000
+3.4%
11,455
-10.1%
0.05%
-16.7%
Q3 2020$705,000
+34.5%
12,735
+26.5%
0.06%
+20.0%
Q2 2020$524,000
-16.2%
10,068
-23.0%
0.05%
-43.8%
Q1 2020$625,00013,0800.09%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders