Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,172,746
+17.8%
126,976
+22.3%
0.09%
+15.4%
Q2 2023$7,787,700
-21.9%
103,836
-25.6%
0.08%
-27.8%
Q1 2023$9,977,768
+6.4%
139,530
+1.6%
0.11%
+30.1%
Q4 2022$9,381,142
-99.9%
137,352
-59.6%
0.08%
-27.8%
Q3 2022$10,719,709,000
+102060.6%
339,868
+106.4%
0.12%
+6.5%
Q2 2022$10,493,000
-17.1%
164,653
+0.5%
0.11%
-18.2%
Q1 2022$12,654,000
+1.7%
163,768
+12.2%
0.13%
+4.8%
Q4 2021$12,440,000
+26.9%
145,910
+17.9%
0.13%
+28.6%
Q3 2021$9,802,000
+36.8%
123,776
+39.9%
0.10%
+21.0%
Q2 2021$7,163,000
-18.1%
88,506
-20.7%
0.08%
-27.0%
Q1 2021$8,748,000
-37.5%
111,618
-42.4%
0.11%
-31.5%
Q4 2020$13,990,000
-99.6%
193,928
+1104.0%
0.16%
+128.2%
Q3 2020$3,797,000,00016,1070.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders