Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$69,994,123
+40.2%
454,980
+46.8%
0.69%
+37.6%
Q2 2023$49,941,175
+55.6%
309,828
+46.5%
0.50%
+43.7%
Q1 2023$32,106,058
-30.4%
211,558
-33.4%
0.35%
-15.1%
Q4 2022$46,114,416
-99.8%
317,877
-31.5%
0.41%
+28.5%
Q3 2022$29,832,803,000
+170275.8%
463,782
+264.1%
0.32%
+77.2%
Q2 2022$17,510,000
-13.7%
127,383
-2.2%
0.18%
-14.7%
Q1 2022$20,287,000
+22.0%
130,281
+22.8%
0.21%
+25.6%
Q4 2021$16,623,000
+48.8%
106,129
+38.2%
0.17%
+50.0%
Q3 2021$11,169,000
+2.2%
76,807
+3.8%
0.11%
-9.7%
Q2 2021$10,929,000
-20.9%
74,024
-24.3%
0.12%
-29.1%
Q1 2021$13,819,000
-5.6%
97,842
-15.1%
0.18%
+2.9%
Q4 2020$14,642,000
-99.9%
115,304
+6.6%
0.17%
-25.1%
Q3 2020$12,168,000,000108,1830.23%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Scottrade Investment Management 1,975,903$187,632,00025.96%
HOME FEDERAL BANK OF TENNESSEE 461,553$43,829,00025.70%
Miracle Mile Advisors, LLC 521,000$49,474,00012.35%
Valmark Advisers, Inc. 4,755,045$451,539,00011.28%
Regal Wealth Group, Inc. 120,233$11,417,00010.36%
FIRST HAWAIIAN BANK 576,446$54,739,0009.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC 343,316$32,134,0008.54%
LVZ, Inc. 212,461$20,175,0008.28%
ETF Portfolio Partners, Inc. 98,696$9,372,0007.47%
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 121,012$11,491,0007.37%
View complete list of ISHARES TR shareholders