Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 270 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,593,857
+20.3%
74,763
+25.3%
0.04%
+16.7%
Q2 2023$2,988,419
+1.6%
59,661
+2.8%
0.03%
-6.2%
Q1 2023$2,939,937
-50.8%
58,033
-52.3%
0.03%
-39.6%
Q4 2022$5,969,517
-99.8%
121,554
-24.8%
0.05%
+26.2%
Q3 2022$3,886,883,000
+98401.8%
161,642
+108.8%
0.04%
+2.4%
Q2 2022$3,946,000
+16.5%
77,417
+25.8%
0.04%
+17.1%
Q1 2022$3,388,000
+223.0%
61,549
+250.5%
0.04%
+218.2%
Q4 2021$1,049,000
+2.8%
17,559
+3.4%
0.01%
+10.0%
Q3 2021$1,020,000
+16.7%
16,977
+17.7%
0.01%0.0%
Q2 2021$874,000
+9.0%
14,423
+6.2%
0.01%0.0%
Q1 2021$802,000
-16.9%
13,584
-12.8%
0.01%
-9.1%
Q4 2020$965,000
-99.9%
15,573
+38.9%
0.01%
-15.4%
Q3 2020$682,000,00011,2130.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders