Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$220,309
-3.7%
8990.0%0.08%
-1.2%
Q2 2023$228,778
+8.1%
8990.0%0.08%
-2.3%
Q1 2023$211,634
-10.3%
8990.0%0.09%
-7.4%
Q1 2022$236,000
-5.2%
8990.0%0.09%
-6.9%
Q4 2021$249,0008990.10%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
University of Pittsburgh - Of the Commonwealth System of Higher Education 126,991$28,024,37446.86%
Georgetown University 239,940$52,949,95920.50%
TLWM 221,324$48,841,72817.71%
HERON FINANCIAL GROUP, LLC 119,456$26,140,55617.46%
SCS Capital Management LLC 2,220,218$489,98214.41%
Family Firm, Inc. 218,170$48,145,82614.08%
Wind River Trust Co 124,692$27,517,03113.17%
PITCAIRN CO 585,535$129,215,86412.89%
AlphaCore Capital LLC 148,829$32,843,65212.74%
LGL PARTNERS, LLC 300,121$66,230,60812.00%
View complete list of ISHARES TR shareholders