Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 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 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders