Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 107 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 5.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,198
-1.6%
2,507
+0.6%
0.00%0.0%
Q1 2023$208,581
-0.8%
2,493
-6.7%
0.00%0.0%
Q4 2022$210,258
-7.8%
2,673
+10.3%
0.00%0.0%
Q1 2022$228,0002,4240.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Pathway Financial Advisors LLC 123,927$10,851,0003.87%
SINECERA CAPITAL, LLC 42,911$3,844,0003.73%
BEAM WEALTH ADVISORS, INC. 13,487$1,220,0001.40%
Richard Bernstein Advisors LLC 497,794$45,030,0000.87%
Wealth Advisors of Tampa Bay, LLC 29,240$2,645,0000.65%
Blue Edge Capital, LLC 27,960$2,529,262,0000.49%
Sunflower Bank, N.A. 38,839$3,513,0000.47%
Interchange Capital Partners, LLC 3,835$346,0000.35%
First Bancorp, Inc /ME/ 4,248$384,0000.34%
Ameritas Advisory Services, LLC 68,604$6,206,0000.23%
View complete list of ISHARES TR shareholders