Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,112,292
+1392.8%
95,839
+1451.0%
0.71%
+1414.9%
Q2 2023$141,499
+31.7%
6,179
+34.5%
0.05%
+20.5%
Q1 2023$107,431
+58.0%
4,595
+53.8%
0.04%
+21.9%
Q4 2022$67,996
-0.0%
2,9880.0%0.03%0.0%
Q3 2022$68,000
-1.4%
2,988
+4.4%
0.03%
-13.5%
Q2 2022$69,000
-27.4%
2,863
-24.8%
0.04%
-21.3%
Q1 2022$95,000
+25.0%
3,805
+32.9%
0.05%
+23.7%
Q4 2021$76,0000.0%2,863
+0.5%
0.04%
-11.6%
Q3 2021$76,000
-14.6%
2,848
-14.0%
0.04%
-14.0%
Q2 2021$89,000
+304.5%
3,310
+301.7%
0.05%
+233.3%
Q1 2021$22,0000.0%8240.0%0.02%
-6.2%
Q4 2020$22,0008240.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders