KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,128,059
-15.5%
23,467
-12.0%
0.04%
-23.9%
Q2 2023$1,335,550
+30.4%
26,663
+31.9%
0.05%
+12.2%
Q1 2023$1,024,213
+138.0%
20,217
+130.7%
0.04%
+86.4%
Q4 2022$430,334
+64.2%
8,763
+70.5%
0.02%
+46.7%
Q2 2022$262,000
-68.2%
5,141
-65.6%
0.02%
-63.4%
Q1 2022$823,000
-10.3%
14,957
-2.6%
0.04%
-6.8%
Q4 2021$918,000
-8.3%
15,360
-7.8%
0.04%
-21.4%
Q3 2021$1,001,000
-24.2%
16,651
-23.6%
0.06%
-30.0%
Q2 2021$1,321,000
-23.2%
21,800
-25.2%
0.08%
-33.3%
Q1 2021$1,721,000
-12.5%
29,145
-8.2%
0.12%
-17.2%
Q4 2020$1,967,000
-99.9%
31,745
-1.4%
0.14%
-14.7%
Q3 2020$1,957,000,00032,1920.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders