Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 348 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$17,235,000
+7.4%
331,899
+10.4%
0.10%
-11.1%
Q1 2024$16,051,150
+19.2%
300,640
+14.0%
0.11%
-0.9%
Q4 2023$13,463,566
+11.4%
263,785
+2.6%
0.11%
-8.4%
Q3 2023$12,089,468
+49.7%
257,168
+56.7%
0.12%
+46.9%
Q2 2023$8,077,248
+225.0%
164,105
+222.0%
0.08%
+200.0%
Q1 2023$2,485,482
-47.1%
50,963
-50.6%
0.03%
-35.7%
Q4 2022$4,694,872
-99.9%
103,184
-40.2%
0.04%
+13.5%
Q3 2022$3,453,450,000
+152302.9%
172,464
+242.5%
0.04%
+60.9%
Q2 2022$2,266,000
-11.5%
50,354
+2.8%
0.02%
-14.8%
Q1 2022$2,561,000
-12.6%
48,990
-7.1%
0.03%
-10.0%
Q4 2021$2,931,000
+4.9%
52,717
+4.5%
0.03%
+7.1%
Q3 2021$2,795,000
+2.6%
50,435
+6.5%
0.03%
-9.7%
Q2 2021$2,724,000
+5.1%
47,369
+0.9%
0.03%
-6.1%
Q1 2021$2,591,000
-14.3%
46,963
-17.2%
0.03%
-5.7%
Q4 2020$3,022,000
-99.3%
56,696
+38468.7%
0.04%
+337.5%
Q3 2020$428,000,0001470.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders