Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,677,079
-21.1%
42,338
-21.1%
0.05%
-22.0%
Q2 2023$5,928,846
-19.0%
53,679
-18.9%
0.06%
-25.3%
Q1 2023$7,315,168
+12.9%
66,201
+12.3%
0.08%
+36.2%
Q4 2022$6,480,114
-100.0%
58,953
-78.8%
0.06%
-64.6%
Q3 2022$15,291,276,000
+112352.4%
277,738
+124.9%
0.16%
+17.1%
Q2 2022$13,598,000
+69.7%
123,502
+69.9%
0.14%
+68.7%
Q1 2022$8,013,000
+929.9%
72,676
+931.6%
0.08%
+937.5%
Q4 2021$778,000
-30.3%
7,045
-30.4%
0.01%
-27.3%
Q3 2021$1,117,000
+2.6%
10,116
+2.7%
0.01%
-8.3%
Q2 2021$1,089,000
+15.6%
9,854
+15.6%
0.01%0.0%
Q1 2021$942,000
-61.0%
8,521
-61.0%
0.01%
-57.1%
Q4 2020$2,414,000
-99.7%
21,844
+20507.5%
0.03%
+86.7%
Q3 2020$809,000,0001060.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders