Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 232 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$224,289
+0.2%
2,639
-1.7%
0.00%0.0%
Q1 2023$223,935
-43.8%
2,686
-42.8%
0.00%
-50.0%
Q4 2022$398,681
+27.0%
4,697
+21.3%
0.00%
+33.3%
Q2 2022$314,000
+16.7%
3,871
+26.0%
0.00%0.0%
Q1 2022$269,000
-27.9%
3,072
-25.7%
0.00%
-25.0%
Q4 2021$373,000
+9.4%
4,133
+1.6%
0.00%
+33.3%
Q3 2021$341,000
+9.6%
4,067
+8.6%
0.00%
-25.0%
Q2 2021$311,000
+8.4%
3,746
+0.5%
0.00%0.0%
Q1 2021$287,000
-15.1%
3,728
-16.3%
0.00%0.0%
Q4 2020$338,0004,4560.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
JUNCTURE WEALTH STRATEGIES, LLC 135,617$7,683,0005.18%
Newfound Research LLC 107,671$6,100,0004.23%
Hamilton Wealth, LLC 71,886$4,072,0003.99%
Ayalon Insurance Comp Ltd. 74,900$4,243,0003.42%
Crestone Asset Management LLC 85,140$4,823,0001.81%
FCA CORP /TX 58,226$3,299,0001.48%
EXENCIAL WEALTH ADVISORS, LLC 73,627$4,171,0001.12%
Avestar Capital, LLC 26,675$1,495,0001.02%
Cambria Investment Management, L.P. 101,800$5,767,0000.98%
Brinker Capital Investments, LLC 491,623$27,850,0000.97%
View complete list of ISHARES TR shareholders