KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 124 filers reported holding ISHARES TR in Q1 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 2022$270,000
-25.2%
8,451
-20.3%
0.02%
-23.8%
Q2 2022$361,000
-15.9%
10,597
-8.2%
0.02%0.0%
Q1 2022$429,000
-9.7%
11,549
-5.0%
0.02%
-8.7%
Q4 2021$475,000
+41.8%
12,159
+34.5%
0.02%
+21.1%
Q3 2021$335,000
-59.1%
9,040
-58.0%
0.02%
-62.0%
Q2 2021$819,000
-56.5%
21,524
-57.9%
0.05%
-61.8%
Q1 2021$1,883,000
-48.8%
51,112
-53.1%
0.13%
-51.7%
Q4 2020$3,675,000
-99.9%
108,933
+1.1%
0.27%
-0.7%
Q3 2020$3,149,000,000107,7670.27%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Leelyn Smith, LLC 405,581$14,946,0004.45%
Clear Creek Financial Management, LLC 42,420$1,613,0003.24%
Prostatis Group LLC 95,910$3,534,2882.77%
Wade Financial Advisory, Inc 112,491$4,145,0002.62%
Burns Matteson Capital Management, LLC 48,784$1,797,6731.72%
Brickley Wealth Management 140,588$5,181,0001.39%
Professional Financial Advisors, LLC 47,538$1,752,0001.09%
Stewardship Financial Advisors, LLC 80,756$2,976,0001.03%
ACT Advisors, LLC. 26,415$1,009,0000.80%
Ameritas Investment Company, LLC 205,865$7,586,116,0000.66%
View complete list of ISHARES TR shareholders