Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$598,347
+152.2%
6,135
+119.7%
0.01%
+200.0%
Q2 2023$237,209
-8.4%
2,793
-7.5%
0.00%
-33.3%
Q1 2023$259,016
-61.8%
3,018
-58.6%
0.00%
-50.0%
Q4 2022$677,228
-99.7%
7,293
+16.7%
0.01%
+100.0%
Q3 2022$260,260,0006,2500.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 50,640$2,808,0000.94%
Ledyard National Bank 42,990$2,384,0000.46%
Alerus Investment Advisors Corp 27,279$1,513,0000.27%
Carlton Hofferkamp & Jenks Wealth Management, LLC 4,510$250,0000.24%
RAY GERALD L & ASSOCIATES LTD 25,236$1,400,0000.23%
East Coast Asset Management, LLC. 6,312$350,0000.22%
Ameritas Investment Partners, Inc. 54,200$3,005,0000.22%
Sandy Spring Bank 30,069$1,667,0000.20%
GREYSTONE INVESTMENT MANAGEMENT LLC 5,430$301,0000.12%
MAI Capital Management 29,047$1,611,0000.12%
View complete list of ISHARES TR shareholders