Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,539
-10.7%
2,741
-6.1%
0.00%0.0%
Q2 2023$309,637
-46.2%
2,920
-49.2%
0.00%
-50.0%
Q1 2023$575,999
-11.4%
5,751
-14.6%
0.01%0.0%
Q4 2022$649,947
-99.8%
6,738
-31.3%
0.01%
+50.0%
Q3 2022$411,411,000
+54901.5%
9,808
+15.6%
0.00%
-50.0%
Q2 2022$748,000
-1.4%
8,485
+17.9%
0.01%0.0%
Q1 2022$759,000
-11.4%
7,199
-5.3%
0.01%
-11.1%
Q4 2021$857,000
-46.1%
7,600
-48.8%
0.01%
-43.8%
Q3 2021$1,591,000
+91.5%
14,849
+98.5%
0.02%
+77.8%
Q2 2021$831,000
+19.6%
7,482
+13.8%
0.01%0.0%
Q1 2021$695,000
-58.9%
6,576
-62.4%
0.01%
-55.0%
Q4 2020$1,690,000
-99.6%
17,504
+45963.2%
0.02%
+150.0%
Q3 2020$450,000,000380.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders