Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders