Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$240,829
-4.2%
9,482
-0.7%
0.04%
-7.0%
Q2 2023$251,423
-3.8%
9,549
-0.7%
0.04%
-17.3%
Q4 2022$261,275
-24.0%
9,620
-37.0%
0.05%
-25.7%
Q3 2022$344,000
-23.0%
15,269
-7.1%
0.07%
-21.3%
Q2 2022$447,000
-17.4%
16,441
-3.5%
0.09%
-3.3%
Q1 2022$541,000
-3.4%
17,030
-5.3%
0.09%0.0%
Q4 2021$560,000
-24.5%
17,975
-26.3%
0.09%
-31.3%
Q3 2021$742,000
-8.1%
24,388
-2.0%
0.13%
-8.2%
Q2 2021$807,000
-7.3%
24,893
-10.0%
0.15%
-14.1%
Q1 2021$871,000
-0.5%
27,666
-6.8%
0.17%
-6.6%
Q4 2020$875,000
+23.1%
29,677
+4.0%
0.18%
+4.0%
Q3 2020$711,000
-62.0%
28,535
-61.7%
0.18%
-65.6%
Q2 2020$1,873,000
-9.4%
74,581
-18.4%
0.51%
-25.7%
Q1 2020$2,067,000
-32.4%
91,449
+0.4%
0.68%
-16.6%
Q4 2019$3,057,000
+8.3%
91,066
-0.9%
0.82%
-5.5%
Q3 2019$2,824,000
-1.6%
91,871
-1.7%
0.87%
-7.0%
Q2 2019$2,870,000
-0.7%
93,437
-0.2%
0.93%
-9.1%
Q1 2019$2,889,000
+0.1%
93,616
-6.9%
1.03%
-21.2%
Q4 2018$2,886,000
-12.5%
100,531
-0.5%
1.30%
-3.3%
Q3 2018$3,297,000
-9.6%
101,030
-11.8%
1.35%
-33.6%
Q2 2018$3,646,000
-3.9%
114,568
-1.6%
2.03%
-3.5%
Q1 2018$3,794,000
+4.6%
116,474
+11.0%
2.11%
-6.5%
Q4 2017$3,627,000104,9702.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders