Key Client Fiduciary Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Key Client Fiduciary Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$442,149
-2.9%
1,637
+0.7%
0.27%
+2.3%
Q2 2023$455,456
+6.9%
1,625
+4.2%
0.26%
-0.4%
Q1 2023$426,093
-6.6%
1,560
-3.0%
0.27%
-13.6%
Q4 2022$456,065
+12.9%
1,608
+0.6%
0.31%
-15.8%
Q3 2022$404,000
-1.9%
1,598
+4.4%
0.37%
-8.7%
Q2 2022$412,000
+8.1%
1,530
+15.9%
0.40%
+33.2%
Q1 2022$381,000
+1.1%
1,320
+5.1%
0.30%
-3.2%
Q4 2021$377,0001,2560.31%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders