Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$370,258
-38.3%
17,383
-36.0%
0.00%
-33.3%
Q2 2023$600,258
-39.2%
27,161
-36.3%
0.01%
-45.5%
Q1 2023$987,467
-17.0%
42,637
-19.6%
0.01%0.0%
Q4 2022$1,189,687
-99.9%
53,040
-70.3%
0.01%
-45.0%
Q3 2022$1,868,867,000
+66054.6%
178,816
+59.1%
0.02%
-31.0%
Q2 2022$2,825,000
-57.9%
112,403
-49.9%
0.03%
-58.6%
Q1 2022$6,710,000
-8.8%
224,498
+0.4%
0.07%
-5.4%
Q4 2021$7,355,000
+3.6%
223,496
+2.2%
0.07%
+4.2%
Q3 2021$7,097,000
-0.1%
218,699
+2.2%
0.07%
-12.3%
Q2 2021$7,105,000
+6.6%
213,891
+3.8%
0.08%
-4.7%
Q1 2021$6,662,000
+5.7%
206,069
-1.9%
0.08%
+16.4%
Q4 2020$6,300,000
-99.9%
210,126
+9.6%
0.07%
-24.7%
Q3 2020$5,216,000,000191,7750.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders