Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 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 Q4 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders