Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,113,270
-35.1%
26,710
-36.3%
0.46%
-39.2%
Q4 2022$1,714,422
+580.3%
41,928
+575.3%
0.75%
+561.9%
Q2 2022$252,000
-0.4%
6,209
+7.8%
0.11%
+13.0%
Q1 2022$253,000
-6.3%
5,759
-3.5%
0.10%
-9.1%
Q4 2021$270,0005,9670.11%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 1,025,983$46,621,00010.29%
Donoghue Forlines LLC 815,474$37,055,0007.16%
Divergent Planning, LLC 163,451$7,427,0007.11%
Clearwater Capital Advisors, LLC 1,075,847$48,886,0006.49%
Kathmere Capital Management, LLC 635,649$28,884,0006.21%
MBM Wealth Consultants, LLC 250,348$11,376,0006.19%
Williams Financial, LLC 137,861$6,264,0005.92%
IRONWOOD WEALTH MANAGEMENT, INC. 135,159$6,142,0005.53%
Thrive Capital Management, LLC 112,977$5,134,0005.46%
Advisor OS, LLC 243,205$19,305,0005.18%
View complete list of ISHARES TR shareholders