Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$523,545
-13.1%
7,587
-11.5%
0.01%
+20.0%
Q4 2022$602,300
-99.9%
8,570
-68.3%
0.01%
-44.4%
Q3 2022$828,828,000
+73442.9%
27,026
+57.6%
0.01%
-25.0%
Q2 2022$1,127,000
-64.6%
17,147
-57.2%
0.01%
-63.6%
Q1 2022$3,180,000
-66.1%
40,029
-65.9%
0.03%
-65.3%
Q4 2021$9,394,000
-17.3%
117,335
-18.9%
0.10%
-16.7%
Q3 2021$11,355,000
+8.4%
144,742
+7.2%
0.11%
-4.2%
Q2 2021$10,477,000134,9920.12%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 60,460$3,970,0001.59%
KCS Wealth Advisory 14,456$952,0000.88%
Slow Capital, Inc. 24,342$1,603,0000.71%
AVIANCE CAPITAL MANAGEMENT, LLC 49,120$3,235,0000.32%
JUNCTURE WEALTH STRATEGIES, LLC 8,799$579,0000.30%
Arete Wealth Advisors, LLC 17,087$1,125,0000.25%
Raab & Moskowitz Asset Management LLC 8,634$568,0000.24%
Merriman Wealth Management, LLC 16,600$1,093,0000.23%
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 4,247$280,0000.20%
HOLDERNESS INVESTMENTS CO 5,852$385,0000.17%
View complete list of ISHARES TR shareholders