Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,735,159
+1.8%
49,962
+1.6%
0.04%0.0%
Q2 2023$3,669,245
+266.2%
49,179
+249.2%
0.04%
+236.4%
Q1 2023$1,002,015
-8.7%
14,085
-3.1%
0.01%
+10.0%
Q4 2022$1,097,183
-99.9%
14,538
-49.9%
0.01%0.0%
Q3 2022$980,980,000
+100307.4%
29,030
+108.0%
0.01%0.0%
Q2 2022$977,000
-17.4%
13,959
-0.3%
0.01%
-16.7%
Q1 2022$1,183,000
-0.5%
13,998
+2.1%
0.01%0.0%
Q4 2021$1,189,000
+4.5%
13,714
-0.5%
0.01%
+9.1%
Q3 2021$1,138,000
+7.0%
13,780
+4.9%
0.01%
-8.3%
Q2 2021$1,064,000
+9.6%
13,132
+1.2%
0.01%0.0%
Q1 2021$971,000
-53.3%
12,973
-58.7%
0.01%
-50.0%
Q4 2020$2,078,000
-99.7%
31,448
+36467.4%
0.02%
+100.0%
Q3 2020$636,000,000860.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders