KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 211 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,031,000
-7.8%
8,0000.0%0.05%
-5.6%
Q4 2021$1,118,000
-3.2%
8,0000.0%0.05%
-15.6%
Q3 2021$1,155,000
-5.4%
8,0000.0%0.06%
-13.5%
Q2 2021$1,221,000
+3.8%
8,0000.0%0.07%
-9.8%
Q1 2021$1,176,000
+64.5%
8,000
+33.3%
0.08%
+54.7%
Q4 2020$715,000
-99.9%
6,0000.0%0.05%
+12.8%
Q3 2020$543,000,0006,0000.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders