Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders