Key FInancial Inc ISCB — ISHARES TR

Ownership history in Key FInancial Inc  ·  10 quarters on record

AI Ownership Summary

Key FInancial Inc reported ISHARES TR (ISCB) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows ISCB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ISCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Key FInancial Inc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ISCB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ISCB stock page Key FInancial Inc fund profile Key FInancial Inc full holdings
How Key FInancial Inc held ISCB — position size vs. price
% of Fund (quarterly)    ISCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,808 +303 +20.1% 0.02% $118K 2026-04-24 $70.45
2025 Q4 ADDED — — — 1,505 +350 +30.3% 0.02% $98K 2026-02-09 $69.62
2025 Q3 ADDED — — — 1,155 +383 +49.6% 0.01% $74K 2025-11-05 $63.17
2025 Q2 ADDED — — — 772 +55 +7.7% 0.01% $45K 2025-08-05 $58.83
2025 Q1 ADDED — — — 717 +165 +29.9% 0.01% $39K 2025-05-01 $52.57
2024 Q4 REDUCED 10.5% -7.4% ✅ 552 -65 -10.5% 0.01% $32K 2025-01-31 $59.88
2024 Q3 ADDED — — — 617 +265 +75.3% 0.01% $36K 2024-10-29 $57.64
2024 Q2 ADDED — — — 352 +87 +32.8% 0.00% $19K 2024-07-30 $56.54
2024 Q1 UNCHANGED — — — 265 — 0% 0.00% $14K 2024-05-01 $51.08
2023 Q4 INITIATED — — — 265 — — 0.00% $14K 2024-01-31 $50.15

🏢 Other funds also holding ISCB

As of 2026 Q1 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 0.32% Goldstein Advisors, LLC 3Y 0.27% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 0.23% KFA Private Wealth Group, LLC 3Y 0.17% Legacy Wealth Partners, LLC 0.14% Christensen, King & Associates Investment Services, Inc. 0.13% FLAGSTAR ADVISORS INC 3Y 0.1% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.07% Pathway Financial Advisors LLC 3Y 7Y 0.04% PARSONS CAPITAL MANAGEMENT INC/RI 3Y 7Y 0.02%

FAQ About Key FInancial Inc and ISCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Key FInancial Inc reported owning ISCB?

Key FInancial Inc reported ISCB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ISCB position in Key FInancial Inc's portfolio?

The largest reported portfolio weight for ISCB was 0.02% in 2026 Q1.

What is the latest reported ISCB position on this page?

The most recent filing on this page is 2026 Q1, when Key FInancial Inc reported 1,808 shares, equal to 0.02% of portfolio, with an estimated market value of $118K.

What does the chart on this ISCB ownership page compare?

The chart compares Key FInancial Inc's quarterly ISCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Key FInancial Inc time their ISCB position?

Based on 13F filing dates vs. subsequent ISCB price moves, Key FInancial Inc correctly timed 8 out of 8 reported position changes (100%). The annualised alpha on ISCB relative to SPY over the holding period was -3.5%.

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