Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,482,433
-28.5%
4,344
-27.5%
0.02%
-28.6%
Q2 2023$2,073,730
+53.6%
5,995
+35.3%
0.02%
+40.0%
Q1 2023$1,349,952
+20.6%
4,430
+1.3%
0.02%
+50.0%
Q4 2022$1,119,088
-99.9%
4,374
-50.1%
0.01%
-16.7%
Q3 2022$1,097,096,000
+93749.1%
8,766
+102.1%
0.01%0.0%
Q2 2022$1,169,000
-57.2%
4,337
-45.2%
0.01%
-57.1%
Q1 2022$2,729,000
-6.5%
7,912
+7.7%
0.03%
-6.7%
Q4 2021$2,920,000
+1.4%
7,344
+1.8%
0.03%
+3.4%
Q3 2021$2,880,000
+7.0%
7,216
+4.6%
0.03%
-6.5%
Q2 2021$2,692,000
+16.1%
6,901
+1.7%
0.03%
+6.9%
Q1 2021$2,318,000
-35.9%
6,788
-33.7%
0.03%
-31.0%
Q4 2020$3,618,000
-99.9%
10,241
-18.0%
0.04%
-42.5%
Q3 2020$3,894,000,00012,4880.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders