Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 70 filers reported holding ISHARES TR in Q1 2021. 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
Q1 2023$604,801
-62.5%
6,600
-60.6%
0.01%
-50.0%
Q4 2022$1,612,100
-99.8%
16,770
-29.0%
0.01%
+27.3%
Q3 2022$1,010,009,000
+116934.6%
23,624
+185.9%
0.01%
+22.2%
Q3 2021$863,000
+77.2%
8,263
+73.3%
0.01%
+50.0%
Q2 2021$487,000
+93.3%
4,767
+74.0%
0.01%
+100.0%
Q1 2021$252,0002,7390.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 96,883$6,339,0004.12%
MinichMacGregor Wealth Management, LLC 72,507$4,744,0003.70%
Milestone Advisory Partners 45,922$3,005,0002.25%
MEITAV INVESTMENT HOUSE LTD 362,070$23,690,0001.21%
Baker Avenue Asset Management, LP 127,644$8,352,0000.76%
Merriman Wealth Management, LLC 42,009$2,749,0000.72%
Arcus Capital Partners, LLC 17,740$1,161,0000.66%
BAROMETER CAPITAL MANAGEMENT INC. 110,200$7,210,0000.61%
Brookstone Capital Management 100,949$6,605,0000.60%
Main Management LLC 34,600$2,264,0000.31%
View complete list of ISHARES TR shareholders