KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 146 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 2022$1,045,000
-1.0%
40,336
-1.0%
0.06%0.0%
Q2 2022$1,056,000
-7.8%
40,741
-7.8%
0.06%
+5.3%
Q1 2022$1,145,000
-31.0%
44,175
-30.7%
0.06%
-27.8%
Q4 2021$1,660,000
+105.7%
63,708
+106.6%
0.08%
+75.6%
Q3 2021$807,000
+20.4%
30,836
+20.9%
0.04%
+9.8%
Q2 2021$670,000
+56.9%
25,498
+57.3%
0.04%
+36.7%
Q1 2021$427,000
-28.7%
16,208
-28.6%
0.03%
-31.8%
Q4 2020$599,000
-99.9%
22,703
+23.3%
0.04%
+4.8%
Q3 2020$488,000,00018,4160.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 89,990$2,345,0002.38%
Gateway Advisory, LLC 329,139$8,577,0001.83%
SONATA CAPITAL GROUP INC 109,698$2,859,0001.20%
Praetorian Wealth Management, Inc. 97,914$2,551,0000.83%
SENTINEL PENSION ADVISORS INC 98,917$2,578,0000.81%
LEAVELL INVESTMENT MANAGEMENT, INC. 434,342$11,319,0000.75%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,058$340,0000.58%
Paradiem, LLC 62,819$1,634,0000.53%
Stonebridge Capital Advisors LLC 174,829$4,556,0000.50%
First Affirmative Financial Network 19,364$505,0000.46%
View complete list of ISHARES TR shareholders