Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 315 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,140,272
-2.7%
46,567
+4.6%
0.01%
-20.0%
Q1 2024$2,199,010
+12.9%
44,514
+0.8%
0.02%
-6.2%
Q4 2023$1,947,738
-11.8%
44,146
-5.2%
0.02%
-27.3%
Q3 2023$2,208,957
-51.2%
46,573
-56.0%
0.02%
-51.1%
Q2 2023$4,529,859
-38.9%
105,739
-37.6%
0.04%
-43.8%
Q1 2023$7,408,803
-46.9%
169,344
-43.6%
0.08%
-35.5%
Q4 2022$13,955,136
-99.9%
300,175
-53.3%
0.12%
-8.1%
Q3 2022$12,658,646,000
+91795.8%
643,412
+78.1%
0.14%
-4.9%
Q2 2022$13,775,000
-21.9%
361,364
-16.2%
0.14%
-22.8%
Q1 2022$17,646,000
+93.5%
431,236
+42.4%
0.18%
+100.0%
Q4 2021$9,118,000
+3.5%
302,924
-2.8%
0.09%
+4.5%
Q3 2021$8,809,000
-6.2%
311,704
-3.4%
0.09%
-17.8%
Q2 2021$9,387,000
+168.8%
322,683
+142.4%
0.11%
+143.2%
Q1 2021$3,492,000133,1380.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders