Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,219,097
-99.9%
18,764
-48.1%
0.01%0.0%
Q3 2022$1,045,044,000
+102254.9%
36,180
+119.0%
0.01%
+10.0%
Q2 2022$1,021,00016,5210.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,168,793$290,357,00011.28%
Compton Wealth Advisory Group, LLC 188,487$13,128,0005.06%
Mason & Associates Inc 228,475$15,913,0004.86%
Horst & Graben Wealth Management LLC 262,564$18,288,0004.47%
Proficio Capital Partners LLC 265,108$18,291,0002.73%
Global Wealth Management Investment Advisory, Inc. 90,779$6,323,0001.88%
Peterson Financial Group, Inc. 24,646$1,716,0001.26%
TIAA, FSB 4,602,991$319,857,0001.11%
AE Wealth Management LLC 2,295,334$159,870,0001.10%
MARIPAU WEALTH MANAGEMENT LLC 17,713$1,203,0001.09%
View complete list of ISHARES TR shareholders