KESTRA PRIVATE WEALTH SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$315,594
+19.4%
6,993
+23.1%
0.01%
+11.1%
Q2 2023$264,279
-0.3%
5,679
-2.4%
0.01%
-40.0%
Q3 2022$265,000
-8.3%
5,816
-3.8%
0.02%
-6.2%
Q2 2022$289,000
-92.6%
6,044
-92.1%
0.02%
-91.7%
Q1 2022$3,886,000
-4.7%
76,809
+2.2%
0.19%
-1.0%
Q4 2021$4,078,000
+0.0%
75,151
+1.2%
0.20%
-14.1%
Q3 2021$4,076,000
+4.8%
74,285
+4.5%
0.23%
-4.2%
Q2 2021$3,891,000
+35.2%
71,089
+35.1%
0.24%
+18.5%
Q1 2021$2,877,00052,6350.20%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Francis Financial, Inc. 194,205$9,037,5634.88%
Stewardship Advisors, LLC 107,273$4,992,0781.88%
Laurel Wealth Planning LLC 52,935$2,4631.76%
Better Money Decisions, LLC 17,162$798,6770.65%
Blue Barn Wealth, LLC 16,721$778,1320.51%
Omega Financial Group, LLC 16,325$759,6930.35%
Carr Financial Group Corp 14,616$680,1730.27%
Walkner Condon Financial Advisors LLC 19,071$887,0680.24%
KilterHowling LLC 5,409$251,7180.22%
Empower Advisory Group, LLC 945,222$43,987,0610.19%
View complete list of ISHARES TR shareholders