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 ↓
AlphaCore Capital LLC 110,273$19,855,00019.79%
Geller Advisors LLC 299,746$53,972,00016.34%
Family Firm, Inc. 236,790$42,636,00015.96%
SCS Capital Management LLC 3,608,122$649,678,00014.23%
Evensky & Katz LLC 521,785$93,953,00013.56%
PITCAIRN CO 778,944$140,257,00013.48%
Financial Services Advisory Inc 144,884$26,088,00013.23%
TLWM 113,075$20,354,00012.02%
Wind River Trust Co 147,932$26,637,00011.31%
Compass Financial Group, Inc. 70,214$12,643,00010.59%
View complete list of ISHARES TR shareholders