Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 213 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2021
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders