Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders