KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,516,180
-13.0%
51,880
+1.2%
0.08%
-20.2%
Q2 2023$2,893,180
-1.7%
51,243
-6.0%
0.10%
-15.4%
Q1 2023$2,942,580
-2.8%
54,512
-5.3%
0.12%
-23.5%
Q4 2022$3,026,947
+7.6%
57,579
-3.4%
0.15%
-6.1%
Q3 2022$2,813,000
-8.6%
59,613
-2.4%
0.16%
-7.4%
Q2 2022$3,079,000
-67.5%
61,049
-60.7%
0.18%
-62.5%
Q1 2022$9,461,000
-1.6%
155,195
+6.2%
0.47%
+2.0%
Q4 2021$9,619,000
+44.2%
146,067
+37.5%
0.46%
+23.7%
Q3 2021$6,669,000
+35.9%
106,229
+681.8%
0.37%
+24.8%
Q2 2021$4,906,000
+14.0%
13,588
+4.3%
0.30%
-0.7%
Q1 2021$4,302,000
+7.9%
13,022
+6.0%
0.30%
+2.0%
Q4 2020$3,988,000
-99.7%
12,289
+154.2%
0.29%
+135.2%
Q3 2020$1,440,000,0004,8340.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders