Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 96 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$211,000
-23.3%
9,200
-32.2%
0.06%
-37.4%
Q1 2020$275,000
-48.1%
13,569
-30.7%
0.09%
-35.9%
Q4 2019$530,000
-57.8%
19,593
-60.2%
0.14%
-63.2%
Q3 2019$1,255,000
-42.5%
49,213
-40.8%
0.39%
-45.6%
Q2 2019$2,184,000
+13.3%
83,160
+13.6%
0.71%
+3.6%
Q1 2019$1,927,000
+24.6%
73,205
+12.2%
0.68%
-2.0%
Q4 2018$1,547,000
+44.3%
65,233
+71.7%
0.70%
+59.2%
Q3 2018$1,072,000
+86.8%
37,993
+81.2%
0.44%
+37.2%
Q2 2018$574,00020,9640.32%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
MERIDIAN MANAGEMENT CO 783,223$19,972,0008.92%
Strategic Financial Services, Inc, 2,597,556$66,238,0008.46%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 992,303$25,314,0006.90%
BALASA DINVERNO & FOLTZ LLC 2,149,152$54,803,0006.35%
Strategic Wealth Management Group, LLC 254,786$6,497,0004.67%
FOSTER & MOTLEY INC 1,171,227$29,866,0004.07%
Integrated Wealth Concepts LLC 1,410,286$35,962,0004.04%
Clearwater Capital Advisors, LLC 805,971$20,552,0003.63%
Cribstone Capital Management, LLC 209,650$5,346,0003.23%
RHS Financial, LLC 95,882$2,445,0002.88%
View complete list of ISHARES TR shareholders