Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 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
Q3 2023$672,224
-3.7%
6,434
-0.2%
0.01%0.0%
Q2 2023$698,187
+10.1%
6,445
+1.7%
0.01%0.0%
Q1 2023$634,258
-14.9%
6,338
-20.6%
0.01%0.0%
Q4 2022$745,638
-99.9%
7,979
-41.0%
0.01%
+16.7%
Q3 2022$593,593,000
+81774.9%
13,530
+72.3%
0.01%
-14.3%
Q2 2022$725,000
+12.6%
7,851
+35.8%
0.01%0.0%
Q1 2022$644,000
-41.2%
5,783
-37.8%
0.01%
-36.4%
Q4 2021$1,096,000
-14.1%
9,299
-21.4%
0.01%
-15.4%
Q3 2021$1,276,000
+3.2%
11,828
+3.4%
0.01%
-7.1%
Q2 2021$1,236,000
+17.4%
11,444
+8.5%
0.01%
+7.7%
Q1 2021$1,053,000
-67.6%
10,547
-69.5%
0.01%
-65.8%
Q4 2020$3,248,000
-99.6%
34,582
+43127.5%
0.04%
+123.5%
Q3 2020$887,000,000800.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders