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Ishares Tr shares owned by Key FInancial

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in Ishares Tr

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All positions including Ishares Tr held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Key FInancial

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 330 43.90
2025-06-30 $14k 330 41.50
2025-03-31 $13k 330 39.07
2024-12-31 $14k 330 41.84

More positions owned by Key FInancial

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Wisdomtree Tr Intl Lrgcap Dv (DOL)
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Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Us Smallcap Fund (EES)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Eafe Grwth Etf (EFG)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for Key FInancial

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr