Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,693,603$54,720,4459.08%
Heartland Bank & Trust Co 145,796$6,683,2894.93%
Forefront Analytics, LLC 180,646$8,280,8824.41%
Independent Order of Foresters 76,251$3,495,3462.80%
BG Investment Services, Inc. 46,825$2,146,4622.34%
FORTE ASSET MANAGEMENT LLC 68,922$3,159,3772.06%
SAGE FINANCIAL GROUP INC 304,145$13,941,9871.70%
Israel Discount Bank of New York 33,979$1,5581.32%
Stelac Advisory Services LLC 63,315$2,902,3601.31%
FIFTH THIRD SECURITIES, INC. 176,666$8,098,3691.06%
View complete list of ISHARES TR shareholders