Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 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 Q2 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders