Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$765,125
-35.8%
3,109
-33.3%
0.01%
-33.3%
Q2 2023$1,192,028
+3.0%
4,660
-0.5%
0.01%
-7.7%
Q1 2023$1,157,821
-39.9%
4,684
-35.0%
0.01%
-23.5%
Q4 2022$1,927,636
-99.9%
7,201
-46.5%
0.02%
-5.6%
Q3 2022$1,719,718,000
+97666.8%
13,450
+95.3%
0.02%0.0%
Q2 2022$1,759,000
-41.8%
6,888
-35.6%
0.02%
-41.9%
Q1 2022$3,024,000
-6.4%
10,691
-4.0%
0.03%
-6.1%
Q4 2021$3,232,000
+4.3%
11,133
-8.1%
0.03%
+6.5%
Q3 2021$3,098,000
-7.1%
12,113
-3.2%
0.03%
-18.4%
Q2 2021$3,334,000
+4.8%
12,513
-1.0%
0.04%
-5.0%
Q1 2021$3,182,000
-24.9%
12,637
-30.7%
0.04%
-18.4%
Q4 2020$4,237,000
-99.9%
18,243
+7.4%
0.05%
-24.6%
Q3 2020$3,468,000,00016,9900.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Prostatis Group LLC 34,177$8,625,8244.55%
Bullseye Investment Management, LLC 22,774$5,629,9614.12%
MARTIN & CO INC /TN/ 19,889$4,916,8211.26%
Terra Nova Asset Management LLC 4,831$1,194,2111.17%
BKA Wealth Consulting, Inc. 2,451$633,4121.14%
Future Financial Wealth Managment LLC 3,891$984,3451.08%
MENORA MIVTACHIM HOLDINGS LTD. 423,080$104,589,6071.08%
Mason & Associates Inc 13,282$3,283,4431.00%
Wharton Business Group, LLC 67,110$16,5900.99%
Thrive Capital Management, LLC 5,522$1,354,1560.85%
View complete list of ISHARES TR shareholders