Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,234
-14.1%
7060.0%0.01%
-7.7%
Q2 2023$39,853
+4.7%
706
+0.1%
0.01%
-7.1%
Q1 2023$38,069
+796.6%
705
+683.3%
0.01%
+600.0%
Q4 2022$4,246
+6.2%
900.0%0.00%0.0%
Q3 2022$4,000
-20.0%
900.0%0.00%
-33.3%
Q2 2022$5,0000.0%90
+7.1%
0.00%
+50.0%
Q1 2022$5,000
-16.7%
840.0%0.00%
-33.3%
Q4 2021$6,000
+20.0%
840.0%0.00%0.0%
Q3 2021$5,0000.0%840.0%0.00%0.0%
Q2 2021$5,0000.0%84
+500.0%
0.00%0.0%
Q1 2021$5,0000.0%140.0%0.00%
-25.0%
Q4 2020$5,000
+66.7%
140.0%0.00%
+33.3%
Q1 2020$3,000140.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders