Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 182 filers reported holding ISHARES TR in Q2 2021. 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
Q2 2024$1,807,909
-7.2%
30,867
+11.9%
0.01%
-23.1%
Q1 2024$1,948,905
+26.9%
27,574
+15.7%
0.01%
+8.3%
Q4 2023$1,535,889
+13.3%
23,831
+0.4%
0.01%
-7.7%
Q3 2023$1,355,581
+17.5%
23,728
+25.4%
0.01%
+8.3%
Q2 2023$1,153,290
-54.8%
18,925
-57.3%
0.01%
-57.1%
Q1 2023$2,554,053
+105.0%
44,372
+91.9%
0.03%
+154.5%
Q4 2022$1,245,813
-99.9%
23,122
-60.0%
0.01%
-31.2%
Q3 2022$1,456,455,000
+37789.0%
57,742
-22.0%
0.02%
-60.0%
Q2 2022$3,844,000
-38.3%
74,011
-23.6%
0.04%
-38.5%
Q1 2022$6,226,000
-45.3%
96,864
-37.6%
0.06%
-43.5%
Q4 2021$11,375,000
+39.7%
155,308
+31.3%
0.12%
+42.0%
Q3 2021$8,145,000
+0.6%
118,256
+0.6%
0.08%
-12.0%
Q2 2021$8,100,000
-27.8%
117,579
+296.3%
0.09%
-35.2%
Q1 2021$11,218,000
+46.2%
29,667
+47.9%
0.14%
+59.6%
Q4 2020$7,672,000
-99.9%
20,055
-2.7%
0.09%
-28.2%
Q3 2020$6,635,000,00020,6200.12%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 94,001$14,716,0009.96%
Summit Asset Management, LLC 61,175$9,577,0006.92%
Courage Miller Partners, LLC 17,484$2,737,0002.26%
US FINANCIAL ADVISORS, LLC 7,876$1,233,0001.10%
M Holdings Securities, Inc. 7,540$1,180,0000.76%
Neumann Capital Management, LLC 6,056$948,0000.62%
MSI Financial Services Inc 22,252$3,484,0000.38%
GHP Investment Advisors, Inc. 6,167$966,0000.27%
Investors Capital Advisory Services 2,734$428,0000.08%
Sigma Planning Corp 3,761$589,0000.08%
View complete list of ISHARES TR shareholders