Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders