Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 111 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$313,131
+44.2%
4,748
+60.2%
0.00%
+50.0%
Q2 2023$217,172
-99.9%
2,964
-58.3%
0.00%
-33.3%
Q3 2022$255,255,000
+88530.2%
7,114
+97.4%
0.00%0.0%
Q2 2022$288,000
-42.6%
3,604
-31.1%
0.00%
-40.0%
Q1 2022$502,000
-3.6%
5,230
-1.4%
0.01%0.0%
Q4 2021$521,000
+67.5%
5,303
+46.0%
0.01%
+66.7%
Q3 2021$311,000
+37.6%
3,632
+34.2%
0.00%0.0%
Q2 2021$226,000
-12.1%
2,707
-29.1%
0.00%0.0%
Q4 2020$257,0003,8180.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 251,986$15,626,0007.76%
INTERACTIVE FINANCIAL ADVISORS, INC. 43,451$2,694,0001.36%
Courage Miller Partners, LLC 23,274$1,443,0001.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 68,861$4,270,0000.70%
Migdal Insurance & Financial Holdings Ltd. 325,775$20,201,0000.51%
Snowden Capital Advisors LLC 31,437$1,949,4080.49%
Financial Architects, Inc 23,420$1,452,0000.34%
BOK Financial Private Wealth, Inc. 18,764$1,164,0000.18%
Boltwood Capital Management 3,600$223,0000.17%
Nadler Financial Group, Inc. 5,280$327,0000.12%
View complete list of ISHARES TR shareholders