Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 254 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,173,739
-37.3%
14,954
-31.7%
0.01%
-36.8%
Q2 2023$1,871,734
+6.2%
21,907
-12.6%
0.02%0.0%
Q1 2023$1,762,078
+12.7%
25,069
-2.8%
0.02%
+35.7%
Q4 2022$1,563,791
-99.9%
25,803
-52.9%
0.01%
-6.7%
Q3 2022$1,426,425,000
+98003.5%
54,782
+97.7%
0.02%0.0%
Q2 2022$1,454,000
-20.9%
27,703
-10.7%
0.02%
-21.1%
Q1 2022$1,839,000
-33.3%
31,039
-6.6%
0.02%
-32.1%
Q4 2021$2,756,000
-26.7%
33,239
-41.5%
0.03%
-26.3%
Q3 2021$3,762,000
-49.2%
56,847
-46.9%
0.04%
-54.8%
Q2 2021$7,411,000
+10.1%
107,060
+8.0%
0.08%
-1.2%
Q1 2021$6,730,000
+32.1%
99,168
+10.2%
0.08%
+44.1%
Q4 2020$5,096,000
-99.9%
90,024
+38.1%
0.06%
-15.7%
Q3 2020$3,728,000,00065,1830.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders