Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 202 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,717,130
-11.1%
29,688
-4.4%
0.29%
-12.2%
Q2 2023$1,931,161
+36.1%
31,053
-1.9%
0.33%
+17.1%
Q4 2022$1,419,296
-0.0%
31,660
-6.0%
0.28%
-2.8%
Q3 2022$1,420,000
-22.4%
33,676
-16.0%
0.29%
-20.7%
Q2 2022$1,831,000
-25.5%
40,071
-5.5%
0.36%
-13.2%
Q1 2022$2,459,000
-18.9%
42,385
-10.0%
0.42%
-15.9%
Q4 2021$3,032,000
+15.8%
47,094
+1.9%
0.50%
+4.9%
Q3 2021$2,618,000
-0.4%
46,203
+493.1%
0.47%
-0.4%
Q2 2021$2,629,000
+11.7%
7,790
+1.9%
0.48%
+3.9%
Q1 2021$2,353,000
+0.5%
7,646
-2.1%
0.46%
-6.0%
Q4 2020$2,342,000
+14.2%
7,807
+0.4%
0.49%
-3.2%
Q3 2020$2,050,000
+11.1%
7,776
-0.8%
0.50%
+0.2%
Q2 2020$1,846,000
-13.2%
7,837
-32.8%
0.50%
-28.8%
Q1 2020$2,127,000
-19.5%
11,661
-7.1%
0.70%
-0.7%
Q4 2019$2,643,000
+67.3%
12,557
+47.0%
0.71%
+46.1%
Q3 2019$1,580,000
+2.3%
8,541
-0.8%
0.49%
-3.4%
Q2 2019$1,545,000
+2.3%
8,608
-2.5%
0.50%
-6.3%
Q1 2019$1,511,000
+19.8%
8,831
+0.8%
0.54%
-5.8%
Q4 2018$1,261,000
+71.6%
8,758
+110.1%
0.57%
+89.4%
Q3 2018$735,0004,1680.30%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders