Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,348,037
+11.6%
26,098
+16.2%
0.02%
+9.5%
Q2 2023$2,103,810
-2.5%
22,467
-8.6%
0.02%
-8.7%
Q1 2023$2,156,782
+3.4%
24,573
-3.0%
0.02%
+21.1%
Q4 2022$2,085,330
-99.9%
25,332
-49.6%
0.02%
-5.0%
Q3 2022$1,907,906,000
+96064.6%
50,224
+104.2%
0.02%0.0%
Q2 2022$1,984,000
-15.7%
24,593
+1.2%
0.02%
-20.0%
Q1 2022$2,353,000
-4.0%
24,298
+5.3%
0.02%0.0%
Q4 2021$2,451,000
+1.6%
23,066
-8.3%
0.02%
+4.2%
Q3 2021$2,413,000
+27.1%
25,149
+26.6%
0.02%
+9.1%
Q2 2021$1,898,000
+65.0%
19,862
+51.7%
0.02%
+46.7%
Q1 2021$1,150,000
-13.9%
13,089
-19.7%
0.02%0.0%
Q4 2020$1,335,000
-99.6%
16,307
+62619.2%
0.02%
+150.0%
Q3 2020$330,000,000260.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders