Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 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 Q4 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders