Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

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 Q4 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders