Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$7,512
+10.8%
2210.0%0.00%0.0%
Q4 2022$6,778
-3.2%
2210.0%0.00%0.0%
Q3 2022$7,0000.0%2210.0%0.00%
-25.0%
Q2 2022$7,000
-12.5%
2210.0%0.00%0.0%
Q1 2022$8,000
-11.1%
2210.0%0.00%
-20.0%
Q4 2021$9,0000.0%2210.0%0.01%0.0%
Q3 2021$9,0000.0%2210.0%0.01%0.0%
Q2 2021$9,0000.0%2210.0%0.01%
-16.7%
Q1 2021$9,000
+12.5%
2210.0%0.01%0.0%
Q4 2020$8,0002210.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 163,212$5,141,0004.53%
HILL ISLAND FINANCIAL LLC 138,766$4,371,0001.94%
IMPACTfolio, LLC 62,781$1,978,0001.86%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,608,460$50,667,0001.86%
WRAPMANAGER INC 177,301$5,585,0001.74%
HARVEST GROUP WEALTH MANAGEMENT, LLC 80,892$2,786,0001.72%
Northland Capital Management LLC 46,521$1,465,0001.35%
BLUESTEM FINANCIAL ADVISORS, LLC 60,705$1,912,0001.33%
RPg Family Wealth Advisory, LLC 61,681$1,943,0001.16%
Stephens Consulting, LLC 44,708$1,408,3161.15%
View complete list of ISHARES TR shareholders