Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 196 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$241,688
-58.3%
5,583
-54.7%
0.00%
-66.7%
Q2 2023$579,128
+7.6%
12,335
+9.3%
0.01%0.0%
Q1 2023$538,204
-1.4%
11,283
-5.2%
0.01%
+20.0%
Q4 2022$545,771
-99.9%
11,906
-56.2%
0.01%
-16.7%
Q3 2022$568,568,000
+89721.2%
27,166
+100.6%
0.01%
-14.3%
Q2 2022$633,000
-23.2%
13,542
-16.4%
0.01%
-22.2%
Q1 2022$824,000
+25.2%
16,200
+17.2%
0.01%
+28.6%
Q4 2021$658,000
+30.8%
13,822
+26.2%
0.01%
+40.0%
Q3 2021$503,000
+117.7%
10,951
+115.1%
0.01%
+66.7%
Q2 2021$231,000
-11.2%
5,091
-11.7%
0.00%0.0%
Q1 2021$260,000
-49.3%
5,764
-50.7%
0.00%
-50.0%
Q4 2020$513,00011,6980.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,300,765$50,703,00010.66%
MD Financial Management Inc. 3,445,692$158,157,0004.01%
Forefront Analytics, LLC 204,244$9,373,0003.42%
Independent Order of Foresters 87,944$4,037,0002.41%
SVB Investment Services Inc. 65,848$3,022,0002.02%
FIRST MERCANTILE TRUST CO 251,393$11,539,0001.53%
Money Design Co.,Ltd. 395,892$18,171,0001.50%
Aaron Wealth Advisors LLC 108,287$4,970,0001.40%
Curi Wealth Management, LLC 65,676$3,014,0001.39%
CAPITAL INSIGHT PARTNERS, LLC 122,232$5,610,0001.22%
View complete list of ISHARES TR shareholders