Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 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 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders