Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,561
-3.6%
1870.0%0.01%0.0%
Q2 2023$18,225
+34.3%
187
+24.7%
0.01%
+20.0%
Q1 2023$13,568
+352.3%
150
+383.9%
0.01%
+150.0%
Q2 2022$3,000310.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
West Wealth Group, LLC 418,747$35,488,81117.64%
Buttonwood Financial Group, LLC 221,480$18,770,53117.06%
IMPACTfolio, LLC 171,865$14,56613.50%
CLIENT 1ST ADVISORY GROUP, LLC 261,291$22,144,37612.94%
Clifford Group, LLC 120,012$10,171,00412.70%
Spectrum Planning & Advisory Services Inc. 105,946$8,978,94712.26%
Keystone Financial Services 247,083$22,296,75011.99%
Hobart Private Capital, LLC 208,329$17,655,88311.96%
Sharkey, Howes & Javer 614,136$52,048,05711.95%
Erickson Financial Group, LLC 125,174$10,608,49711.48%
View complete list of ISHARES TR shareholders