Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 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 Q1 2023
NameSharesValueWeighting ↓
TLWM 288,392$70,673,11918.73%
Family Firm, Inc. 218,999$53,667,95715.07%
SCS Capital Management LLC 2,162,657$532,161,97814.18%
Strategic Equity Management 150,551$36,894,07413.90%
FFT WEALTH MANAGEMENT LLC 427,174$104,683,19313.48%
Wind River Trust Co 124,692$30,557,02213.17%
LGL PARTNERS, LLC 302,003$74,008,87812.98%
PITCAIRN CO 541,161$132,616,91511.31%
HANTZ FINANCIAL SERVICES, INC. 113,820$27,8939.29%
SENTINEL TRUST CO LBA 263,702$64,6239.16%
View complete list of ISHARES TR shareholders