Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$354,206
-28.6%
3,484
-26.7%
0.14%
-32.9%
Q4 2022$495,801
-57.8%
4,756
-63.0%
0.22%
-61.0%
Q3 2022$1,174,000
+24.5%
12,861
+37.0%
0.55%
+31.3%
Q2 2022$943,0009,3850.42%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,338,56216.22%
Essex Private Wealth Management, LLC 36,564$3,615,83412.35%
VAUGHAN & Co SECURITIES, INC. 145,774$14,415,57410.71%
REGIMEN WEALTH, LLC 232,655$23,007,2079.45%
Kerntke Otto McGlone Wealth Management Group 92,426$9,140,0139.42%
Kapstone Financial Advisors LLC 104,503$10,334,3029.31%
BEAM WEALTH ADVISORS, INC. 126,792$12,538,4788.91%
Townsend & Associates, Inc 348,342$32,664,0326.90%
SWEENEY & MICHEL, LLC 132,846$12,785,0746.70%
Sowa Financial Group, Inc. 89,860$8,8866.67%
View complete list of ISHARES TR shareholders