Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 270 filers reported holding ISHARES TR in Q2 2022. 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$2,211
-4.0%
460.0%0.00%0.0%
Q2 2023$2,304
-1.1%
460.0%0.00%0.0%
Q1 2023$2,330
+5.4%
460.0%0.00%0.0%
Q4 2022$2,210
+10.5%
460.0%0.00%0.0%
Q3 2022$2,0000.0%460.0%0.00%0.0%
Q2 2022$2,000
-33.3%
460.0%0.00%0.0%
Q1 2022$3,0000.0%460.0%0.00%
-50.0%
Q4 2021$3,000460.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Simplicity Solutions, LLC 185,527$20,785,0002.02%
AE Wealth Management LLC 190,177$21,305,0001.88%
CWM, LLC 356,077$39,891,0001.77%
ASHFORD CAPITAL MANAGEMENT INC 62,105$6,958,0001.08%
PFG Advisors 9,147$1,025,0001.07%
Mosaic Family Wealth, LLC 23,680$2,653,0000.96%
SeaBridge Investment Advisors LLC 27,145$3,041,0000.66%
Aveo Capital Partners, LLC 17,490$1,959,0000.65%
MUFG Americas Holdings Corp 191,049$21,403,0000.62%
ASSETMARK, INC 507,616$56,868,0000.59%
View complete list of ISHARES TR shareholders