Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

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 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders