Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 169 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$266,993
+0.5%
4,476
+5.0%
0.00%0.0%
Q2 2023$265,761
+22.5%
4,263
+8.8%
0.00%
+50.0%
Q1 2023$216,914
-20.2%
3,918
-29.8%
0.00%0.0%
Q4 2022$271,732
-100.0%
5,582
-84.6%
0.00%
-77.8%
Q3 2022$877,877,000
+174775.9%
36,340
+262.7%
0.01%
+80.0%
Q2 2022$502,000
-61.8%
10,020
-50.5%
0.01%
-64.3%
Q1 2022$1,315,000
-13.4%
20,234
-4.3%
0.01%
-6.7%
Q4 2021$1,518,000
+29.4%
21,140
+18.1%
0.02%
+25.0%
Q3 2021$1,173,000
-1.5%
17,893
-2.7%
0.01%
-14.3%
Q2 2021$1,191,000
+21.4%
18,386
+440.4%
0.01%
+16.7%
Q1 2021$981,000
-18.5%
3,402
-18.3%
0.01%
-14.3%
Q4 2020$1,203,000
-99.9%
4,162
+5038.3%
0.01%
-48.1%
Q3 2020$1,440,000,000810.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders