Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,097,448
-4.0%
24,942
-1.8%
0.01%
-25.0%
Q1 2024$1,143,100
-2.0%
25,408
-11.3%
0.01%
-11.1%
Q4 2023$1,166,884
+1.3%
28,656
+3.5%
0.01%
-18.2%
Q3 2023$1,151,793
+4.0%
27,694
-2.9%
0.01%0.0%
Q2 2023$1,107,379
-37.0%
28,526
-36.5%
0.01%
-42.1%
Q1 2023$1,759,069
+0.1%
44,909
+4.0%
0.02%
+18.8%
Q4 2022$1,756,512
-99.9%
43,200
-41.7%
0.02%
+14.3%
Q3 2022$1,290,289,000
+98470.6%
74,154
+103.8%
0.01%
+7.7%
Q2 2022$1,309,000
-9.3%
36,393
+2.0%
0.01%
-13.3%
Q1 2022$1,444,000
+34.0%
35,689
+4.2%
0.02%
+36.4%
Q4 2021$1,078,000
+4.6%
34,259
-2.4%
0.01%
+10.0%
Q3 2021$1,031,000
-2.5%
35,102
+1.1%
0.01%
-16.7%
Q2 2021$1,057,000
+12.4%
34,732
+1.8%
0.01%0.0%
Q1 2021$940,000
+14.5%
34,112
-2.4%
0.01%
+20.0%
Q4 2020$821,000
-99.9%
34,953
-5.4%
0.01%
-28.6%
Q3 2020$732,000,00036,9510.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 484,718$18,986,4116.28%
Sowa Financial Group, Inc. 169,298$6,6314.75%
Milestone Advisory Partners 98,503$3,858,3633.56%
Family Firm, Inc. 255,072$9,991,1592.77%
THEORY FINANCIAL LLC 86,063$3,371,0882.02%
Midwest Professional Planners, LTD. 95,692$3,748,2661.83%
Cadent Capital Advisors, LLC 101,446$3,973,6551.82%
Zeit Capital LLC 42,210$1,653,3781.53%
Capital CS Group, LLC 40,257$1,576,8701.49%
Windward Private Wealth Management Inc. 66,687$2,612,1301.12%
View complete list of ISHARES TR shareholders