Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$654,969
-4.4%
5,185
+0.7%
0.01%
-14.3%
Q2 2023$685,074
-31.6%
5,149
-31.8%
0.01%
-36.4%
Q1 2023$1,001,152
-0.7%
7,554
-6.5%
0.01%
+22.2%
Q4 2022$1,008,516
-99.9%
8,083
-64.9%
0.01%
-30.8%
Q3 2022$1,248,247,000
+92226.0%
23,060
+100.8%
0.01%
-7.1%
Q2 2022$1,352,000
-3.0%
11,486
+23.2%
0.01%
-6.7%
Q1 2022$1,394,000
+7.6%
9,321
+0.9%
0.02%
+15.4%
Q4 2021$1,295,000
-18.3%
9,236
-27.4%
0.01%
-18.8%
Q3 2021$1,585,000
+53.0%
12,723
+60.2%
0.02%
+33.3%
Q2 2021$1,036,000
+20.0%
7,944
+15.5%
0.01%
+9.1%
Q1 2021$863,000
-48.4%
6,876
-53.4%
0.01%
-42.1%
Q4 2020$1,671,000
-99.7%
14,760
+19068.8%
0.02%
+111.1%
Q3 2020$493,000,000770.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
GRIMES & COMPANY, INC. 135,988$13,384,0001.07%
Pathway Financial Advisors LLC 19,982$1,731,0000.96%
CEDAR CAPITAL, LLC 24,643$2,425,0000.94%
COMMERCE BANK 639,193$62,909,0000.75%
Conservest Capital Advisors, Inc. 32,543$3,203,0000.47%
Madden Advisory Services, Inc. 7,630$750,0000.45%
Cranbrook Wealth Management, LLC 11,904$1,172,0000.41%
ROBERTS GLORE & CO INC /IL/ 5,809$572,0000.33%
CHARTIST INC /CA/ 6,453$635,114,0000.28%
United Asset Strategies, Inc. 11,044$1,087,0000.26%
View complete list of ISHARES TR shareholders