Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$224,609
-25.7%
5,134
-21.0%
0.09%
-30.3%
Q4 2022$302,253
+17.6%
6,501
-0.6%
0.13%
+9.1%
Q3 2022$257,000
-72.0%
6,542
-72.9%
0.12%
-70.6%
Q2 2022$919,000
-32.1%
24,104
-27.2%
0.41%
-23.5%
Q1 2022$1,354,000
+19.0%
33,093
-12.5%
0.54%
+16.2%
Q4 2021$1,138,00037,8230.46%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders