Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,299,891
+1.5%
81,819
+8.1%
0.07%0.0%
Q2 2023$7,195,460
+1.1%
75,670
-0.5%
0.07%
-6.5%
Q1 2023$7,120,137
-45.4%
76,078
-46.7%
0.08%
-33.6%
Q4 2022$13,031,215
-99.9%
142,714
-38.0%
0.12%
+13.7%
Q3 2022$9,494,485,000
+70449.0%
230,090
+52.2%
0.10%
-26.1%
Q2 2022$13,458,000
+66.3%
151,164
+91.3%
0.14%
+64.3%
Q1 2022$8,093,000
-2.3%
79,037
-0.3%
0.08%0.0%
Q4 2021$8,281,000
+5.4%
79,247
+1.5%
0.08%
+6.3%
Q3 2021$7,858,000
-37.3%
78,052
-34.3%
0.08%
-44.4%
Q2 2021$12,529,000
+257.8%
118,840
+241.9%
0.14%
+222.7%
Q1 2021$3,502,000
+24.9%
34,763
+0.6%
0.04%
+33.3%
Q4 2020$2,804,000
-99.8%
34,563
+161.1%
0.03%
+10.0%
Q3 2020$1,615,000,00013,2390.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders