Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$952,736
-17.7%
9,005
-16.8%
0.01%
-25.0%
Q2 2023$1,157,481
-15.8%
10,821
-14.8%
0.01%
-20.0%
Q1 2023$1,374,622
-14.7%
12,701
-16.1%
0.02%
+7.1%
Q4 2022$1,610,712
-99.9%
15,134
-54.3%
0.01%
-26.3%
Q3 2022$1,766,765,000
+99492.2%
33,146
+105.5%
0.02%
+5.6%
Q2 2022$1,774,000
-12.9%
16,132
-11.0%
0.02%
-14.3%
Q1 2022$2,036,000
+11.3%
18,129
+16.1%
0.02%
+10.5%
Q4 2021$1,830,000
-1.3%
15,615
-0.2%
0.02%0.0%
Q3 2021$1,855,000
+1.1%
15,653
+1.0%
0.02%
-9.5%
Q2 2021$1,835,000
+3.8%
15,501
+3.2%
0.02%
-4.5%
Q1 2021$1,768,000
+8.1%
15,016
+9.8%
0.02%
+15.8%
Q4 2020$1,635,000
-99.9%
13,680
+24.3%
0.02%
-24.0%
Q3 2020$1,332,000,00011,0050.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
UBP Investment Advisors SA 266,551$9,840,0003.66%
Bridge Advisory, LLC 71,195$7,995,0003.49%
Capstone Triton Financial Group, LLC 44,852$4,963,0003.46%
Measured Wealth Private Client Group, LLC 47,257$5,307,0001.95%
Beaumont Capital Management, LLC 25,904$2,909,0001.87%
RKL Wealth Management LLC 94,704$10,635,0001.28%
Bell Rock Capital LLC 11,437$1,273,0001.19%
Renasant Bank 15,259$1,713,0001.15%
Karp Capital Management Corp 64,897$7,288,0001.06%
Total Clarity Wealth Management, Inc. 16,545$1,858,0001.02%
View complete list of ISHARES TR shareholders