Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 437 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders