KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$320,155
+10.2%
4,782
+17.1%
0.01%0.0%
Q2 2023$290,506
+28.3%
4,082
+16.6%
0.01%
+11.1%
Q1 2023$226,437
+12.5%
3,500
-0.9%
0.01%
-10.0%
Q4 2022$201,217
-14.4%
3,533
-12.3%
0.01%
-28.6%
Q3 2022$235,000
+14.1%
4,030
+11.0%
0.01%
+16.7%
Q2 2022$206,000
-27.5%
3,629
-4.0%
0.01%
-14.3%
Q1 2022$284,000
-5.0%
3,782
+6.4%
0.01%0.0%
Q4 2021$299,000
+26.7%
3,556
+16.4%
0.01%
+7.7%
Q3 2021$236,000
+11.3%
3,054
+12.0%
0.01%0.0%
Q2 2021$212,0002,7270.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders