Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 381 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,402,570
+0.1%
27,243
+14.5%
0.01%
-18.8%
Q1 2024$2,399,409
+28.9%
23,801
+16.4%
0.02%
+6.7%
Q4 2023$1,861,761
+25.0%
20,448
+11.8%
0.02%0.0%
Q3 2023$1,489,233
+3.0%
18,293
+6.5%
0.02%
+7.1%
Q2 2023$1,445,620
+12.0%
17,175
+3.8%
0.01%0.0%
Q1 2023$1,290,184
-59.5%
16,543
-62.7%
0.01%
-50.0%
Q4 2022$3,187,620
-99.9%
44,402
-44.4%
0.03%
-3.4%
Q3 2022$2,677,675,000
+65497.1%
79,880
+40.7%
0.03%
-31.0%
Q2 2022$4,082,000
+108.6%
56,771
+151.3%
0.04%
+110.0%
Q1 2022$1,957,000
+18.3%
22,591
+26.9%
0.02%
+17.6%
Q4 2021$1,654,000
-8.8%
17,804
-18.3%
0.02%
-5.6%
Q3 2021$1,814,000
+77.7%
21,803
+76.9%
0.02%
+50.0%
Q2 2021$1,021,000
+15.0%
12,327
+6.0%
0.01%
+9.1%
Q1 2021$888,000
-63.6%
11,630
-66.1%
0.01%
-60.7%
Q4 2020$2,437,000
-99.7%
34,298
+39323.0%
0.03%
+115.4%
Q3 2020$713,000,000870.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Dunhill Financial, LLC 237,094$19,844,74913.03%
Francis Financial, Inc. 134,716$11,339,0436.13%
Ulrich Consultants & Investment Group, LLC 24,810$2,088,2585.05%
First Affirmative Financial Network 49,796$4,191,3384.19%
HILL ISLAND FINANCIAL LLC 109,165$9,188,4233.48%
Laurel Wealth Planning LLC 45,566$3,8352.74%
Mascoma Wealth Management LLC 103,032$8,793,7462.70%
McClarren Financial Advisors, Inc. 30,939$2,6042.15%
Columbia Trust Co 01012016 39,875$3,356,2791.88%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,129$3,714,3381.59%
View complete list of ISHARES TR shareholders