Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 224 filers reported holding ISHARES TR in Q2 2022. 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 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders