Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 Q4 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders