Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 172 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders