Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 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 Q4 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders