Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339
-2.0%
30.0%0.00%
Q2 2023$346
-2.0%
30.0%0.00%
Q1 2023$353
+2.9%
30.0%0.00%
Q4 2022$34330.0%0.00%
Q3 2022$030.0%0.00%
Q2 2022$030.0%0.00%
Q1 2022$030.0%0.00%
Q4 2021$0
-100.0%
3
-98.5%
0.00%
-100.0%
Q3 2021$25,000194
+6366.7%
0.01%
Q2 2021$030.0%0.00%
Q1 2021$030.0%0.00%
Q4 2020$030.0%0.00%
Q1 2020$030.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders