KFG WEALTH MANAGEMENT, LLC - ISHARES U S ETF TR ownership

Quarter-by-quarter ownership
KFG WEALTH MANAGEMENT, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$4,665,087
-1.4%
50,406
-0.9%
2.53%
-8.4%
Q2 2023$4,730,025
+3.5%
50,889
+1.9%
2.77%
-12.6%
Q1 2023$4,568,683
+4.7%
49,938
+3.6%
3.16%
-29.2%
Q4 2022$4,363,71148,2234.47%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
SimpliFi, Inc. 280,173$26,843,00012.05%
Harborview Advisors, LLC 160,795$15,406,0008.63%
MIRSKY FINANCIAL MANAGEMENT CORP. 134,883$12,923,0005.76%
WJ Wealth Management, LLC 57,613$5,510,0003.66%
MBM Wealth Consultants, LLC 64,585$6,188,0002.82%
Richard Bernstein Advisors LLC 907,257$86,924,0001.75%
Wealthcare Advisory Partners LLC 271,979$26,058,0001.70%
Graypoint LLC 80,404$7,704,0000.94%
LEO BROKERAGE, LLC 47,213$4,523,0000.84%
COLLECTIVE FAMILY OFFICE LLC 16,169$1,549,0000.67%
View complete list of ISHARES U S ETF TR shareholders