Keystone Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Keystone Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$426,084
-5.6%
11,645
+0.8%
0.16%
-4.1%
Q2 2023$451,328
-2.4%
11,549
-6.8%
0.17%
-10.6%
Q1 2023$462,430
+8.6%
12,391
+5.5%
0.19%
+1.6%
Q4 2022$425,880
+5.9%
11,745
-5.9%
0.19%
-2.1%
Q3 2022$402,000
-24.4%
12,475
-20.2%
0.19%
-20.2%
Q2 2022$532,00015,6340.24%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders