Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$928
-2.1%
60.0%0.00%
Q2 2023$948
+4.6%
60.0%0.00%
Q1 2023$906
+7.0%
60.0%0.00%
Q4 2022$847
-15.3%
60.0%0.00%
Q3 2022$1,0000.0%60.0%0.00%
-100.0%
Q2 2022$1,00060.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders