Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$188,167
+10.7%
2,2720.0%0.04%
+4.7%
Q1 2024$169,968
+9.7%
2,2720.0%0.04%
+2.4%
Q4 2023$154,905
+17.9%
2,2720.0%0.04%
-4.5%
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 Q3 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders