Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$407,461
-2.2%
1,743
+4.6%
0.00%0.0%
Q2 2023$416,450
-0.3%
1,667
-9.0%
0.00%
-20.0%
Q1 2023$417,510
-26.4%
1,832
-31.0%
0.01%0.0%
Q4 2022$567,189
-99.9%
2,656
-33.3%
0.01%
+25.0%
Q3 2022$392,392,000
+60268.0%
3,984
+30.6%
0.00%
-42.9%
Q2 2022$650,000
-34.4%
3,051
-16.9%
0.01%
-30.0%
Q1 2022$991,000
+25.0%
3,670
+28.0%
0.01%
+25.0%
Q4 2021$793,000
-34.2%
2,867
-42.2%
0.01%
-33.3%
Q3 2021$1,206,000
+61.2%
4,960
+72.3%
0.01%
+50.0%
Q2 2021$748,000
-2.9%
2,878
-3.7%
0.01%
-20.0%
Q1 2021$770,000
-35.5%
2,990
-44.9%
0.01%
-28.6%
Q4 2020$1,194,0005,4230.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders