Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q2 2022. 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
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 Q2 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 57,128$2,524,0001.99%
Matrix Trust Co 146,851$6,489,0001.60%
Second Half Financial Partners, LLC 6,480$1,947,0001.50%
Swaine & Leidel Wealth Services, LLC 1,947$1,947,0001.50%
Integrity Financial Corp /WA 26,854$1,187,0000.97%
Opes Wealth Management LLC 65,155$2,879,0000.94%
BEAM WEALTH ADVISORS, INC. 13,391$592,0000.68%
CREATIVE FINANCIAL DESIGNS INC /ADV 76,668$3,388,0000.52%
Aspire Wealth Management Corp 13,962$617,0000.49%
Courage Miller Partners, LLC 20,325$898,0000.36%
View complete list of ISHARES TR shareholders