Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 313 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,692,211
-0.8%
22,803
+2.1%
0.57%
+1.1%
Q2 2023$1,705,348
+4.3%
22,333
-0.8%
0.56%
-5.2%
Q1 2023$1,635,475
+10.4%
22,521
+4.8%
0.60%
-14.9%
Q4 2022$1,481,167
+0.0%
21,4970.0%0.70%
+0.6%
Q3 2022$1,481,000
-0.7%
21,497
+0.2%
0.70%
-13.9%
Q2 2022$1,492,000
-14.7%
21,449
+2.1%
0.81%
-7.1%
Q1 2022$1,750,000
-3.4%
21,005
+3.4%
0.87%
-4.1%
Q4 2021$1,812,000
-8.7%
20,318
+2.1%
0.91%
-19.2%
Q3 2021$1,985,000
-0.6%
19,905
-0.3%
1.12%
+0.7%
Q2 2021$1,996,000
-1.0%
19,960
-2.8%
1.12%
-16.1%
Q1 2021$2,016,000
+34.0%
20,530
+31.7%
1.33%
+18.7%
Q4 2020$1,505,000
+19.6%
15,585
+0.1%
1.12%
-13.2%
Q3 2020$1,258,000
+13.4%
15,574
-1.7%
1.29%
+1.5%
Q2 2020$1,109,000
+26.6%
15,849
-0.6%
1.27%
+41.4%
Q1 2020$876,000
-12.4%
15,9470.0%0.90%
-4.2%
Q4 2019$1,000,00015,9470.94%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders