Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,188,862
-21.9%
77,287
-29.5%
0.03%
-24.4%
Q2 2023$4,080,503
-15.3%
109,632
-14.1%
0.04%
-21.2%
Q1 2023$4,817,686
+2.7%
127,587
+6.1%
0.05%
+23.8%
Q4 2022$4,690,497
-99.9%
120,300
-44.1%
0.04%
+10.5%
Q3 2022$3,588,585,000
+114624.6%
215,104
+133.0%
0.04%
+18.8%
Q2 2022$3,128,000
+124.4%
92,312
+139.4%
0.03%
+113.3%
Q1 2022$1,394,000
+179.4%
38,560
+112.7%
0.02%
+200.0%
Q4 2021$499,00018,1250.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders