Key FInancial Inc - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 225 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$1,112
+3.1%
260.0%0.00%
Q4 2023$1,079
+6.6%
260.0%0.00%
Q3 2023$1,012
-3.7%
260.0%0.00%
Q2 2023$1,051
+1.4%
260.0%0.00%
Q1 2023$1,036
+8.8%
260.0%0.00%
Q4 2022$952
-4.8%
260.0%0.00%
Q3 2022$1,0000.0%260.0%0.00%
-100.0%
Q2 2022$1,0000.0%260.0%0.00%
Q1 2022$1,000260.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 136,685$5,239,0004.20%
Planning Solutions Group LLC 176,245$6,708,0003.59%
SlateStone Wealth, LLC 278,545$10,601,0003.26%
PATTON ALBERTSON MILLER GROUP, LLC 156,228$5,946,0003.01%
TIEDEMANN ADVISORS, LLC 1,618,523$61,589,0002.90%
Madrona Financial Services, LLC 67,217$2,558,0002.80%
Weaver Consulting Group 176,293$6,786,0001.91%
Darwin Wealth Management, LLC 147,889$5,629,0001.85%
Madden Advisory Services, Inc. 73,676$2,804,0001.50%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 91,270$3,474,0001.08%
View complete list of ISHARES TR shareholders