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 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders