Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,910,264
-8.0%
80,624
+7.1%
0.04%
-11.6%
Q2 2023$4,249,631
-9.7%
75,268
-13.7%
0.04%
-15.7%
Q1 2023$4,707,275
-3.9%
87,204
-6.4%
0.05%
+15.9%
Q4 2022$4,895,844
-99.9%
93,130
-52.5%
0.04%
-12.0%
Q3 2022$4,632,628,000
+85152.6%
196,192
+82.1%
0.05%
-10.7%
Q2 2022$5,434,000
-17.2%
107,723
+0.1%
0.06%
-17.6%
Q1 2022$6,562,000
-10.6%
107,639
-3.5%
0.07%
-8.1%
Q4 2021$7,342,000
+7.5%
111,502
+2.5%
0.07%
+8.8%
Q3 2021$6,832,000
+2.2%
108,817
+487.6%
0.07%
-10.5%
Q2 2021$6,686,000
-40.3%
18,520
-45.3%
0.08%
-46.5%
Q1 2021$11,194,000
-5.0%
33,883
-6.7%
0.14%
+3.6%
Q4 2020$11,781,000
-99.8%
36,303
+75.7%
0.14%
+18.1%
Q3 2020$6,189,000,00020,6570.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders