Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 265 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$218,842
-13.0%
3,648
-9.2%
0.04%
-14.0%
Q2 2023$251,481
-14.1%
4,016
-20.6%
0.04%
-25.9%
Q4 2022$292,785
-94.7%
5,058
-95.4%
0.06%
-94.9%
Q3 2022$5,557,000
-6.7%
109,130
+4.5%
1.13%
-4.5%
Q2 2022$5,954,000
-6.3%
104,396
+9.4%
1.18%
+9.5%
Q1 2022$6,351,000
+5.2%
95,387
+12.1%
1.08%
+8.9%
Q4 2021$6,035,000
+5.8%
85,069
+5.9%
0.99%
-4.1%
Q3 2021$5,705,000
+0.4%
80,349
+3.6%
1.03%
+0.2%
Q2 2021$5,685,000
+9.1%
77,564
+4.6%
1.03%
+1.5%
Q1 2021$5,209,000
+14.1%
74,119
+9.0%
1.02%
+6.8%
Q4 2020$4,567,000
+28.3%
67,970
+11.4%
0.95%
+8.7%
Q3 2020$3,560,000
+9.1%
61,026
+1.9%
0.87%
-1.5%
Q2 2020$3,264,000
+18.8%
59,867
+2.5%
0.89%
-2.5%
Q1 2020$2,747,000
-7.0%
58,432
+22.4%
0.91%
+14.6%
Q4 2019$2,955,000
+79.4%
47,746
+67.4%
0.79%
+56.6%
Q3 2019$1,647,000
+190.0%
28,515
+194.6%
0.51%
+174.1%
Q2 2019$568,000
-0.4%
9,680
-1.5%
0.18%
-8.9%
Q1 2019$570,000
+10.5%
9,8240.0%0.20%
-12.9%
Q4 2018$516,000
-19.5%
9,824
-7.3%
0.23%
-11.1%
Q3 2018$641,000
+0.6%
10,602
-1.1%
0.26%
-26.2%
Q2 2018$637,000
-3.6%
10,718
+0.6%
0.36%
-3.3%
Q1 2018$661,00010,6500.37%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders