KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,139,716
+7.3%
152,354
+12.0%
0.29%
-1.7%
Q2 2023$8,519,326
+97.0%
136,048
+94.9%
0.29%
+69.8%
Q1 2023$4,325,034
+46.1%
69,815
+36.5%
0.17%
+14.7%
Q4 2022$2,961,182
+35.3%
51,161
+19.1%
0.15%
+18.1%
Q3 2022$2,188,000
+10.7%
42,973
+24.0%
0.13%
+12.4%
Q2 2022$1,977,000
-4.0%
34,669
+12.1%
0.11%
+10.8%
Q1 2022$2,060,000
+71.7%
30,940
+82.9%
0.10%
+78.9%
Q4 2021$1,200,000
+64.4%
16,916
+64.4%
0.06%
+39.0%
Q3 2021$730,000
+0.1%
10,289
+3.5%
0.04%
-6.8%
Q2 2021$729,000
+9.6%
9,941
+5.1%
0.04%
-4.3%
Q1 2021$665,000
-7.8%
9,458
-11.4%
0.05%
-13.2%
Q4 2020$721,000
-99.9%
10,671
-1.3%
0.05%
-3.6%
Q3 2020$631,000,00010,8070.06%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders