Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,905,271
+4.5%
30,009
+9.2%
0.02%
+5.6%
Q2 2023$1,823,488
+0.9%
27,487
-3.3%
0.02%
-10.0%
Q1 2023$1,808,046
-26.1%
28,433
-30.6%
0.02%
-9.1%
Q4 2022$2,447,659
-100.0%
40,965
-90.2%
0.02%
-82.3%
Q3 2022$11,565,554,000
+733754.9%
416,726
+1483.1%
0.12%
+675.0%
Q2 2022$1,576,000
-14.6%
26,323
-1.7%
0.02%
-15.8%
Q1 2022$1,845,000
+23.7%
26,768
+30.6%
0.02%
+26.7%
Q4 2021$1,492,000
-13.1%
20,495
-16.7%
0.02%
-11.8%
Q3 2021$1,717,000
-40.6%
24,593
-39.9%
0.02%
-48.5%
Q2 2021$2,890,000
+8.9%
40,910
+3.1%
0.03%
-2.9%
Q1 2021$2,655,000
-23.4%
39,669
-26.5%
0.03%
-15.0%
Q4 2020$3,465,000
-99.8%
53,961
+40.3%
0.04%
-4.8%
Q3 2020$2,231,000,00038,4670.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders