Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
SPC Financial, Inc. 185,207$18,904,0002.29%
MinichMacGregor Wealth Management, LLC 54,705$5,583,0001.96%
Cadent Capital Advisors, LLC 41,428$4,229,0001.76%
Cavalier Investments, LLC 36,727$3,748,0001.35%
McGuire Investment Group, LLC 68,601$7,002,0001.33%
MEITAV INVESTMENT HOUSE LTD 1,002,162$102,290,0001.31%
ALTFEST L J & CO INC 54,707$5,584,0001.20%
Aveo Capital Partners, LLC 42,377$4,325,0000.96%
Ayalon Insurance Comp Ltd. 26,780$2,743,0000.91%
ASSETMARK, INC 1,538,909$157,076,0000.73%
View complete list of ISHARES TR shareholders