Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 97 filers reported holding ISHARES TR in Q4 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
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 Q4 2022
NameSharesValueWeighting ↓
Richard Bernstein Advisors LLC 1,190,990$101,448,0002.05%
EWG Elevate Inc. 45,294$3,858,0001.60%
Cambria Investment Management, L.P. 65,320$5,564,0001.02%
BEAM WEALTH ADVISORS, INC. 12,278$1,046,0000.90%
Anfield Capital Management, LLC 21,002$1,789,0000.56%
Sunflower Bank, N.A. 43,751$3,727,0000.53%
Blue Edge Capital, LLC 29,522$2,514,684,0000.52%
Wealth Advisors of Tampa Bay, LLC 9,810$836,0000.46%
PATRON PARTNERS, LLC 6,211$529,0000.39%
First Bancorp, Inc /ME/ 4,248$361,0000.34%
View complete list of ISHARES TR shareholders