Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,360,500
-24.5%
53,563
-21.7%
0.01%
-27.8%
Q2 2023$1,801,999
-2.7%
68,439
+1.6%
0.02%
-10.0%
Q1 2023$1,852,484
-13.1%
67,388
-14.1%
0.02%
+5.3%
Q4 2022$2,131,680
-99.9%
78,486
-55.3%
0.02%
-9.5%
Q3 2022$1,977,976,000
+90591.2%
175,400
+118.4%
0.02%
-4.5%
Q2 2022$2,181,000
-8.7%
80,310
+6.8%
0.02%
-12.0%
Q1 2022$2,389,000
+34.3%
75,209
+31.8%
0.02%
+38.9%
Q4 2021$1,779,000
-12.1%
57,053
-14.3%
0.02%
-10.0%
Q3 2021$2,024,000
+4.4%
66,543
+11.2%
0.02%
-9.1%
Q2 2021$1,938,000
+2.6%
59,825
-0.3%
0.02%
-8.3%
Q1 2021$1,888,000
-11.4%
59,983
-16.3%
0.02%
-4.0%
Q4 2020$2,132,000
-99.9%
71,704
+8.6%
0.02%
-19.4%
Q3 2020$1,645,000,00065,9960.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders