Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 228 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q1 2019
NameSharesValueWeighting ↓
XPONANCE, INC. 251,305$21,237,0008.96%
FLOOD GAMBLE ASSOCIATES INC 78,855$6,662,0003.26%
SOL Capital Management CO 42,265$3,572,0001.40%
NewSquare Capital LLC 37,352$3,157,0001.27%
PATTEN & PATTEN INC/TN 93,718$7,920,0001.07%
WEST CHESTER CAPITAL ADVISORS, INC 8,020$678,0000.68%
Arete Wealth Advisors, LLC 5,771$488,0000.45%
PICTET BANK & TRUST Ltd 10,850$917,0000.37%
East Coast Asset Management, LLC. 7,089$599,0000.35%
COURIER CAPITAL LLC 19,940$1,685,0000.35%
View complete list of ISHARES TR shareholders