Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 211 filers reported holding ISHARES TR in Q2 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
Q2 2024$253,756
-53.7%
3,919
-53.7%
0.00%
-83.3%
Q1 2023$547,995
+36.5%
8,471
+20.2%
0.01%
+50.0%
Q4 2022$401,340
-99.9%
7,046
-31.4%
0.00%
+33.3%
Q3 2022$299,299,000
+79926.5%
10,270
+55.7%
0.00%
-25.0%
Q2 2022$374,000
-61.3%
6,596
-48.8%
0.00%
-60.0%
Q1 2022$967,000
-21.7%
12,888
-12.3%
0.01%
-23.1%
Q4 2021$1,235,000
+2.9%
14,703
-5.3%
0.01%
+8.3%
Q3 2021$1,200,000
-1.3%
15,528
-0.9%
0.01%
-14.3%
Q2 2021$1,216,000
+3.9%
15,671
+0.2%
0.01%
-6.7%
Q1 2021$1,170,000
-29.0%
15,640
-33.3%
0.02%
-21.1%
Q4 2020$1,648,000
-99.7%
23,436
+80713.8%
0.02%
+72.7%
Q3 2020$596,000,000290.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders