KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 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 Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders