KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 199 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$363,772
-6.1%
16,011
-5.0%
0.01%
-22.2%
Q1 2024$387,294
-0.8%
16,846
+0.4%
0.01%
-10.0%
Q4 2023$390,494
+15.5%
16,781
+8.0%
0.01%
-9.1%
Q3 2023$338,129
-0.9%
15,539
+3.5%
0.01%
-8.3%
Q2 2023$341,327
-5.3%
15,010
-4.2%
0.01%
-14.3%
Q1 2023$360,565
+8.3%
15,667
+2.6%
0.01%
-26.3%
Q3 2022$333,000
-5.4%
15,268
+0.5%
0.02%
-5.0%
Q2 2022$352,000
-94.2%
15,199
-93.7%
0.02%
-93.3%
Q1 2022$6,050,000
-5.6%
240,739
+2.5%
0.30%
-2.3%
Q4 2021$6,408,000
-0.2%
234,805
+0.6%
0.31%
-14.2%
Q3 2021$6,419,000
+2.5%
233,424
+3.3%
0.36%
-6.0%
Q2 2021$6,265,000
+28.4%
226,022
+24.8%
0.38%
+12.1%
Q1 2021$4,879,000181,0630.34%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 270,119$7,372,0006.46%
First Pacific Financial 229,755$6,270,0003.02%
Prostatis Group LLC 172,728$4,713,7472.89%
Synergy Asset Management, LLC 241,903$6,602,0001.57%
Long Run Wealth Advisors, LLC 96,767$2,641,0000.92%
Colonial River Wealth Management, LLC 51,068$1,394,0000.75%
Fingerlakes Wealth Management, Inc. 19,606$536,0000.60%
Level Financial Advisors 27,136$741,0000.56%
PECAUT & CO. 34,521$942,0000.48%
First Affirmative Financial Network 17,863$487,0000.44%
View complete list of ISHARES TR shareholders