Keystone Financial Group - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$373,298
-21.6%
8,539
-18.5%
0.06%
-22.2%
Q2 2023$476,380
-29.7%
10,477
-30.5%
0.08%
-39.6%
Q4 2022$677,726
-4.1%
15,084
-5.1%
0.13%
-6.3%
Q3 2022$707,000
-11.3%
15,887
-6.6%
0.14%
-9.5%
Q2 2022$797,000
-8.3%
17,018
-2.8%
0.16%
+6.8%
Q1 2022$869,000
-8.8%
17,517
-2.7%
0.15%
-5.1%
Q4 2021$953,000
+11.2%
17,998
+11.8%
0.16%
+0.6%
Q3 2021$857,000
+8.6%
16,096
+9.1%
0.16%
+8.4%
Q2 2021$789,000
+16.9%
14,752
+15.3%
0.14%
+9.2%
Q1 2021$675,000
-6.5%
12,791
-3.3%
0.13%
-12.7%
Q4 2020$722,000
+0.6%
13,232
+0.3%
0.15%
-14.8%
Q3 2020$718,000
+4.2%
13,199
+4.1%
0.18%
-5.9%
Q2 2020$689,000
+7.8%
12,683
+4.2%
0.19%
-11.8%
Q1 2020$639,000
+14.3%
12,170
+13.5%
0.21%
+41.3%
Q4 2019$559,000
+2.6%
10,720
+3.1%
0.15%
-10.7%
Q3 2019$545,000
+0.7%
10,398
-0.7%
0.17%
-4.5%
Q2 2019$541,000
-2.5%
10,469
-4.5%
0.18%
-10.7%
Q1 2019$555,000
+3.0%
10,961
+0.2%
0.20%
-19.3%
Q4 2018$539,000
-2.4%
10,941
-2.9%
0.24%
+8.0%
Q3 2018$552,000
-5.2%
11,270
-4.7%
0.23%
-30.5%
Q2 2018$582,000
-0.7%
11,828
+0.7%
0.32%0.0%
Q1 2018$586,00011,7480.32%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders