Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 106 filers reported holding ISHARES TR in Q3 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
Q1 2022$276,000
-93.3%
6,240
-92.5%
0.00%
-92.9%
Q4 2021$4,134,000
-9.7%
83,271
-10.4%
0.04%
-8.7%
Q3 2021$4,576,000
+2.2%
92,925
+7.5%
0.05%
-9.8%
Q2 2021$4,479,000
-0.1%
86,441
+479.1%
0.05%
-10.5%
Q1 2021$4,485,000
+428.9%
14,928
+438.5%
0.06%
+470.0%
Q4 2020$848,000
-99.9%
2,772
+6346.5%
0.01%
-23.1%
Q3 2020$670,000,000430.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 74,337$2,577,0002.30%
F3Logic, LLC 251,080$8,700,0001.82%
Matrix Trust Co 141,443$4,902,0001.40%
Integrity Financial Corp /WA 28,443$986,0001.03%
Opes Wealth Management LLC 71,990$2,495,0001.00%
Black Diamond Financial, LLC 51,829$1,819,0000.73%
CREATIVE FINANCIAL DESIGNS INC /ADV 89,415$3,099,0000.51%
Aspire Wealth Management Corp 14,642$507,0000.48%
Courage Miller Partners, LLC 19,894$690,0000.35%
Certified Advisory Corp 43,006$1,491,0000.34%
View complete list of ISHARES TR shareholders