Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders