Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,178,000
-24.6%
15,707
-16.9%
0.01%
-25.0%
Q4 2021$1,563,000
+98.9%
18,900
+104.1%
0.02%
+100.0%
Q3 2021$786,000
-29.0%
9,258
-21.0%
0.01%
-38.5%
Q2 2021$1,107,000
-21.3%
11,718
-22.9%
0.01%
-27.8%
Q1 2021$1,407,000
+149.0%
15,189
+141.0%
0.02%
+157.1%
Q4 2020$565,0006,3030.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 45,000$3,376,0009.13%
SUMITOMO LIFE INSURANCE CO 4,392,099$329,539,0008.15%
Analyst IMS Investment Management Services Ltd. 760,510$57,062,0005.06%
Strategic Point Investment Advisors, LLC 203,002$15,231,0003.48%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,156,0003.20%
OLD MISSION CAPITAL LLC 1,089,189$81,722,0002.30%
GFS Advisors, LLC 101,055$7,582,0001.60%
PICTET BANK & TRUST Ltd 33,450$2,510,0001.41%
ACIMA PRIVATE WEALTH, LLC 37,568$2,819,0001.30%
PROVIDA PENSION FUND ADMINISTRATOR 539,669$41,290,0751.28%
View complete list of ISHARES TR shareholders