Keystone Financial Services - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 193 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Keystone Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$359,954
-2.7%
16,542
+1.7%
0.19%
+1.1%
Q2 2023$369,980
-1.2%
16,2700.0%0.19%
-6.0%
Q1 2023$374,454
-33.4%
16,270
-32.6%
0.20%
-33.4%
Q4 2022$561,970
+137.1%
24,143
+141.2%
0.30%
+134.1%
Q2 2022$237,00010,0090.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 307,844$6,8646.36%
Long Run Wealth Advisors, LLC 145,381$3,241,6331.17%
Fingerlakes Wealth Management, Inc. 26,935$600,5940.83%
Carr Financial Group Corp 50,911$1,135,1880.60%
One Wealth Advisors, LLC 113,191$2,523,8760.58%
Topel & Distasi Wealth Management, LLC 37,032$825,7210.46%
Level Financial Advisors 31,359$699,0000.46%
Horst & Graben Wealth Management LLC 77,093$1,719,0000.45%
Summit Wealth Group, LLC 19,015$4240.45%
Klaas Financial Asset Advisors, LLC 71,114$1,585,6640.39%
View complete list of ISHARES TR shareholders