Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 107 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 395.00 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 Q1 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders