Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 742 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,707,292
-16.2%
16,272
-13.1%
0.65%
-14.8%
Q2 2023$2,037,973
+48.6%
18,719
+26.7%
0.76%
+35.7%
Q1 2023$1,371,136
+40.9%
14,774
+13.1%
0.56%
+32.3%
Q4 2022$972,94213,0610.42%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Mendel Capital Management LLC 132,889$10,624,00011.89%
Pariax, LLC 83,514$6,677,0007.38%
Signature Wealth Management Partners, LLC 82,125$6,566,0006.72%
First Citizens Financial Corp 86,847$6,943,0006.12%
Stonebridge Financial Planning Group, LLC 98,231$7,854,0005.33%
Quantitative Advantage, LLC 367,374$29,372,0005.10%
Danda Trouve Investment Management, Inc. 30,886$2,469,0003.80%
Portfolio Strategies, Inc. 195,178$15,651,0003.65%
COTTONWOOD CAPITAL ADVISORS, LLC 48,315$3,863,0003.49%
HC Advisors, LLC 55,204$4,414,0003.14%
View complete list of ISHARES TR shareholders