Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 56 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$368,420
-2.4%
7,825
+3.0%
0.00%0.0%
Q2 2023$377,578
+8.3%
7,594
+3.2%
0.00%0.0%
Q1 2023$348,782
-12.6%
7,358
-15.9%
0.00%0.0%
Q4 2022$399,006
-99.9%
8,750
-54.8%
0.00%0.0%
Q3 2022$413,413,000
+96718.0%
19,350
+100.6%
0.00%0.0%
Q2 2022$427,000
-17.6%
9,645
-0.4%
0.00%
-20.0%
Q1 2022$518,0000.0%9,682
+6.9%
0.01%0.0%
Q4 2021$518,000
-14.9%
9,055
-16.7%
0.01%
-16.7%
Q3 2021$609,000
-2.1%
10,865
+2.5%
0.01%
-14.3%
Q2 2021$622,000
-17.7%
10,602
+216.2%
0.01%
-30.0%
Q1 2021$756,000
+10.2%
3,353
-3.5%
0.01%
+25.0%
Q4 2020$686,000
-99.9%
3,476
+5893.1%
0.01%
-27.3%
Q3 2020$601,000,000580.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders