Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$493,207
-83.9%
22,378
-83.3%
0.19%
-83.7%
Q2 2023$3,070,794
+200.1%
134,096
+206.4%
1.15%
+173.7%
Q1 2023$1,023,122
-59.5%
43,761
-60.6%
0.42%
-61.9%
Q4 2022$2,523,704
-57.8%
111,079
-57.8%
1.10%
-61.0%
Q3 2022$5,986,000
+29.1%
263,020
+35.6%
2.83%
+36.3%
Q2 2022$4,636,000
-9.1%
193,987
-5.2%
2.07%
+2.6%
Q1 2022$5,100,000
-1.3%
204,722
+5.7%
2.02%
-3.5%
Q4 2021$5,166,000193,6402.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders