Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$231,325
-9.2%
4,097
-13.2%
0.09%
-17.3%
Q1 2023$254,709
-6.0%
4,719
-8.4%
0.10%
-11.9%
Q4 2022$270,918
+11.0%
5,153
-0.5%
0.12%
+2.6%
Q3 2022$244,000
-29.7%
5,181
-24.7%
0.12%
-25.8%
Q2 2022$347,000
-43.6%
6,880
-31.8%
0.16%
-36.5%
Q1 2022$615,000
-3.3%
10,081
+4.4%
0.24%
-5.4%
Q4 2021$636,0009,6520.26%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders