KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,747,748
+18.7%
92,132
+23.3%
0.21%
+8.7%
Q2 2023$5,682,443
+46.7%
74,710
+35.1%
0.20%
+26.6%
Q1 2023$3,873,229
+29.2%
55,284
+18.1%
0.15%
+1.3%
Q4 2022$2,997,03746,7920.15%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Systelligence, LLC 317,648$17,884,0005.42%
Fluent Financial, LLC 125,675$7,076,0004.25%
180 WEALTH ADVISORS, LLC 66,091$3,790,0001.42%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 38,322$2,158,0001.19%
Connecticut Wealth Management, LLC 129,476$7,289,0000.80%
Capital Advisors, Ltd. LLC 52,481$2,955,0000.74%
FAGAN ASSOCIATES, INC. 40,522$2,281,0000.65%
Carroll Financial Associates, Inc. 130,565$7,350,0000.57%
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 9,133$534,0000.50%
HOWARD WEALTH MANAGEMENT, LLC 11,884$669,0000.48%
View complete list of ISHARES TR shareholders