Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders