Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,281,364
+227.6%
41,772
+240.0%
0.11%
+226.5%
Q2 2023$3,443,461
+8.2%
12,287
+5.4%
0.03%0.0%
Q1 2023$3,182,151
-18.0%
11,653
-14.8%
0.03%0.0%
Q4 2022$3,880,302
-99.9%
13,677
-42.0%
0.03%
+6.2%
Q3 2022$2,985,983,000
+94214.1%
23,580
+100.3%
0.03%
-3.0%
Q2 2022$3,166,000
-12.8%
11,772
-6.3%
0.03%
-13.2%
Q1 2022$3,629,000
-4.9%
12,566
-1.1%
0.04%
-2.6%
Q4 2021$3,815,000
+5.5%
12,702
-3.0%
0.04%
+8.3%
Q3 2021$3,615,000
+6.3%
13,101
+5.1%
0.04%
-7.7%
Q2 2021$3,401,000
-0.6%
12,464
-8.1%
0.04%
-9.3%
Q1 2021$3,423,000
-30.2%
13,559
-32.7%
0.04%
-24.6%
Q4 2020$4,903,000
-99.9%
20,141
+19.4%
0.06%
-20.8%
Q3 2020$3,833,000,00016,8690.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders