KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$466,980
+37.2%
18,295
+37.0%
0.02%
+25.0%
Q2 2023$340,470
-10.2%
13,357
-10.4%
0.01%
-20.0%
Q1 2023$378,958
-29.3%
14,902
-29.6%
0.02%
-44.4%
Q4 2022$536,229
+0.4%
21,1530.0%0.03%
-12.9%
Q3 2022$534,000
-2.9%
21,153
-1.9%
0.03%0.0%
Q2 2022$550,000
+2.2%
21,553
+2.0%
0.03%
+14.8%
Q1 2022$538,000
-26.3%
21,140
-25.0%
0.03%
-22.9%
Q4 2021$730,000
+6.3%
28,175
+6.7%
0.04%
-7.9%
Q3 2021$687,000
+19.1%
26,409
+19.6%
0.04%
+8.6%
Q2 2021$577,000
+63.5%
22,082
+63.7%
0.04%
+40.0%
Q1 2021$353,000
+49.6%
13,486
+49.8%
0.02%
+47.1%
Q4 2020$236,000
-99.9%
9,0000.0%0.02%
-19.0%
Q3 2020$237,000,0009,0000.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders