Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 139 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$2,621
-0.7%
780.0%0.00%0.0%
Q2 2023$2,640
-5.4%
780.0%0.00%0.0%
Q1 2023$2,792
-25.0%
780.0%0.00%
-50.0%
Q4 2022$3,725
-6.9%
780.0%0.00%0.0%
Q3 2022$4,0000.0%780.0%0.00%0.0%
Q2 2022$4,000
-20.0%
780.0%0.00%0.0%
Q1 2022$5,0000.0%780.0%0.00%
-33.3%
Q4 2021$5,000780.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders