Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

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 Q2 2023
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders