Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$131,412
-7.0%
2,2720.0%0.04%
-6.4%
Q2 2023$141,296
+14.4%
2,2720.0%0.05%
+4.4%
Q1 2023$123,506
+28.9%
2,2720.0%0.04%0.0%
Q4 2022$95,833
-0.2%
2,2720.0%0.04%0.0%
Q3 2022$96,000
-7.7%
2,2720.0%0.04%
-19.6%
Q2 2022$104,000
-20.6%
2,272
+0.4%
0.06%
-13.8%
Q1 2022$131,000
-10.3%
2,2620.0%0.06%
-11.0%
Q4 2021$146,000
+14.1%
2,2620.0%0.07%
+1.4%
Q3 2021$128,000
-3.0%
2,2620.0%0.07%
-2.7%
Q2 2021$132,000
+13.8%
2,262
+500.0%
0.07%
-2.6%
Q1 2021$116,000
+2.7%
3770.0%0.08%
-9.5%
Q4 2020$113,000
+34.5%
377
-16.2%
0.08%
-2.3%
Q1 2020$84,0004500.09%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders