Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 150 filers reported holding ISHARES TR in Q4 2022. 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$2,546,409
-0.2%
42,632
+5.7%
0.02%
-3.8%
Q2 2023$2,551,726
+3.8%
40,318
-0.6%
0.03%
-3.7%
Q1 2023$2,459,424
-8.7%
40,558
-11.6%
0.03%
+12.5%
Q4 2022$2,692,894
-99.9%
45,899
-56.5%
0.02%
-20.0%
Q3 2022$2,846,844,000
+124761.6%
105,574
+161.0%
0.03%
+30.4%
Q2 2022$2,280,000
-24.6%
40,457
-10.0%
0.02%
-28.1%
Q1 2022$3,025,000
+15.2%
44,954
+21.7%
0.03%
+18.5%
Q4 2021$2,626,000
+12.1%
36,949
+4.9%
0.03%
+17.4%
Q3 2021$2,343,000
+5.5%
35,210
+6.3%
0.02%
-8.0%
Q2 2021$2,221,000
+11.7%
33,129
+319.0%
0.02%0.0%
Q1 2021$1,988,000
+8.3%
7,906
+0.4%
0.02%
+19.0%
Q4 2020$1,836,000
-99.9%
7,875
+5911.5%
0.02%
-32.3%
Q3 2020$1,686,000,0001310.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 72,357$4,245,1805.26%
PACIFIC FINANCIAL GROUP INC 95,990$5,631,7184.22%
Benchmark Wealth Management, LLC 84,468$4,955,7383.57%
Matrix Trust Co 148,922$8,7372.21%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95,298$5,591,1461.98%
OmniStar Financial Group, Inc. 22,949$1,346,3951.53%
Sunburst Financial Group, LLC 62,331$3,656,9601.46%
Pitti Group Wealth Management, LLC 17,703$1,038,6061.24%
Brand Asset Management Group, Inc. 38,370$2,251,1731.14%
Empirical Asset Management, LLC 13,095$768,2620.81%
View complete list of ISHARES TR shareholders