KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$501,423
+55.0%
4,539
+55.0%
0.02%
+45.5%
Q2 2023$323,398
-8.2%
2,928
-8.2%
0.01%
-21.4%
Q1 2023$352,244
+73.3%
3,188
+72.4%
0.01%
+40.0%
Q4 2022$203,280
-28.7%
1,849
-28.6%
0.01%
-37.5%
Q3 2022$285,000
+1.8%
2,589
+1.9%
0.02%0.0%
Q2 2022$280,000
-1.4%
2,540
-1.2%
0.02%
+14.3%
Q1 2022$284,000
-20.0%
2,572
-20.0%
0.01%
-17.6%
Q4 2021$355,0000.0%3,2130.0%0.02%
-15.0%
Q3 2021$355,0000.0%3,2130.0%0.02%
-9.1%
Q2 2021$355,000
-49.4%
3,213
-49.4%
0.02%
-55.1%
Q1 2021$702,000
-24.7%
6,351
-24.7%
0.05%
-29.0%
Q4 2020$932,000
-99.9%
8,437
-12.2%
0.07%
-25.0%
Q3 2020$1,064,000,0009,6100.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders