Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 142 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,265,951
-4.6%
19,750
+0.7%
0.01%
-22.2%
Q1 2024$1,326,603
+42.6%
19,616
+304.3%
0.01%
+12.5%
Q4 2023$930,201
-0.2%
4,852
-2.9%
0.01%
-11.1%
Q3 2023$932,363
-54.9%
4,999
-51.6%
0.01%
-57.1%
Q2 2023$2,067,794
-32.1%
10,324
-32.5%
0.02%
-36.4%
Q1 2023$3,046,673
-0.5%
15,292
+1.3%
0.03%
+22.2%
Q4 2022$3,060,559
-99.9%
15,093
-39.3%
0.03%
+12.5%
Q3 2022$2,239,237,000
+103185.8%
24,878
+123.7%
0.02%
+9.1%
Q2 2022$2,168,000
+49.8%
11,123
+54.0%
0.02%
+46.7%
Q1 2022$1,447,000
+3.5%
7,223
+3.4%
0.02%
+7.1%
Q4 2021$1,398,000
+12.4%
6,986
+0.9%
0.01%
+16.7%
Q3 2021$1,244,000
+6.3%
6,925
+8.8%
0.01%
-7.7%
Q2 2021$1,170,000
+7.0%
6,362
+3.0%
0.01%
-7.1%
Q1 2021$1,093,000
-73.5%
6,176
-74.1%
0.01%
-70.8%
Q4 2020$4,118,000
-99.6%
23,878
+23778.0%
0.05%
+182.4%
Q3 2020$931,000,0001000.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders