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 ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders