Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 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 Q2 2022
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$14,229,0003.48%
Dentgroup LLC 74,336$3,525,7572.60%
PGIM Custom Harvest LLC 1,446,210$68,593,7342.53%
Bellwether Advisors, LLC 193,319$9,169,1202.50%
First Citizens Financial Corp 56,132$2,662,3411.88%
TCWP LLC 50,492$2,394,8361.82%
FORTE ASSET MANAGEMENT LLC 48,351$2,309,3221.55%
COTTONWOOD CAPITAL ADVISORS, LLC 33,100$1,569,9391.47%
Foundation Wealth Management, LLC 24,960$1,183,8501.18%
Ballew Advisors, Inc 24,805$1,113,7400.92%
View complete list of ISHARES TR shareholders