KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,089,151
-35.4%
49,417
-32.8%
0.03%
-41.4%
Q2 2023$1,684,913
+10.6%
73,577
+13.0%
0.06%
-4.9%
Q1 2023$1,522,879
+56.9%
65,136
+52.5%
0.06%
+24.5%
Q4 2022$970,457
+143.2%
42,714
+143.6%
0.05%
+113.0%
Q3 2022$399,000
+3.6%
17,532
+8.8%
0.02%
+4.5%
Q2 2022$385,000
-23.9%
16,116
-20.6%
0.02%
-12.0%
Q1 2022$506,000
-31.8%
20,298
-27.0%
0.02%
-30.6%
Q4 2021$742,000
-2.6%
27,799
-3.2%
0.04%
-16.3%
Q3 2021$762,000
+56.8%
28,724
+57.1%
0.04%
+43.3%
Q2 2021$486,000
-31.1%
18,279
-32.0%
0.03%
-38.8%
Q1 2021$705,000
-16.2%
26,900
-12.5%
0.05%
-21.0%
Q4 2020$841,000
-99.9%
30,752
+6.7%
0.06%
-11.4%
Q3 2020$807,000,00028,8210.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders