Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 112 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders