Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 415 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,405,318
-29.9%
51,008
-22.8%
0.05%
-31.2%
Q2 2023$7,708,620
+5.4%
66,072
+4.0%
0.08%
-2.5%
Q1 2023$7,313,883
+0.1%
63,555
-2.7%
0.08%
+21.5%
Q4 2022$7,305,353
-99.9%
65,308
-45.7%
0.06%
+10.2%
Q3 2022$5,488,483,000
+84027.6%
120,260
+82.8%
0.06%
-11.9%
Q2 2022$6,524,000
-15.9%
65,785
-6.0%
0.07%
-17.3%
Q1 2022$7,754,000
+23.6%
69,991
+14.7%
0.08%
+28.6%
Q4 2021$6,272,000
-6.8%
61,021
-5.5%
0.06%
-6.0%
Q3 2021$6,731,000
-12.4%
64,568
-8.0%
0.07%
-23.0%
Q2 2021$7,683,000
-3.0%
70,145
-7.8%
0.09%
-13.9%
Q1 2021$7,920,000
-35.2%
76,069
-41.1%
0.10%
-28.9%
Q4 2020$12,231,000
-99.9%
129,069
+78.6%
0.14%
-33.3%
Q3 2020$11,438,000,00072,2630.21%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders