Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 126 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.0%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$274,497
-5.0%
1,551
-3.8%
0.00%0.0%
Q2 2023$288,904
+15.1%
1,613
+12.6%
0.00%0.0%
Q1 2023$250,968
-14.1%
1,432
-8.7%
0.00%0.0%
Q4 2022$292,038
-99.9%
1,569
-48.7%
0.00%0.0%
Q3 2022$259,259,000
+81944.0%
3,060
+85.8%
0.00%0.0%
Q2 2022$316,000
+4.3%
1,647
+5.5%
0.00%0.0%
Q1 2022$303,000
-1.9%
1,561
+0.7%
0.00%0.0%
Q4 2021$309,000
-6.1%
1,550
-13.7%
0.00%0.0%
Q3 2021$329,000
+32.7%
1,797
+34.6%
0.00%0.0%
Q2 2021$248,000
+4.6%
1,335
+0.3%
0.00%0.0%
Q1 2021$237,000
-24.0%
1,331
-23.9%
0.00%
-25.0%
Q4 2020$312,0001,7490.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders