Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$533,433
+16.8%
5,329
+27.5%
0.01%0.0%
Q2 2023$456,874
+84.1%
4,180
+76.1%
0.01%
+66.7%
Q1 2023$248,156
-5.3%
2,374
-2.3%
0.00%
+50.0%
Q4 2022$262,135
-99.9%
2,431
-61.3%
0.00%
-33.3%
Q3 2022$325,325,000
+99387.8%
6,288
+128.9%
0.00%
-25.0%
Q4 2020$327,000
-99.9%
2,747
+5622.9%
0.00%
-20.0%
Q3 2020$265,000,000480.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders