Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. 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$8,031,299
-7.4%
162,544
-3.5%
0.08%
-9.2%
Q2 2023$8,669,634
-5.6%
168,506
-8.2%
0.09%
-13.0%
Q1 2023$9,180,255
-3.2%
183,495
-8.8%
0.10%
+19.0%
Q4 2022$9,484,206
-99.9%
201,107
-49.7%
0.08%
-12.5%
Q3 2022$8,964,956,000
+93158.7%
400,016
+99.7%
0.10%
-3.0%
Q2 2022$9,613,000
-13.4%
200,267
-2.7%
0.10%
-14.7%
Q1 2022$11,101,000
-5.9%
205,725
-0.4%
0.12%
-2.5%
Q4 2021$11,794,000
+2.4%
206,631
-0.5%
0.12%
+3.5%
Q3 2021$11,520,000
+2.1%
207,675
+3.1%
0.12%
-10.2%
Q2 2021$11,278,000
+4.5%
201,386
-0.1%
0.13%
-6.6%
Q1 2021$10,793,000
-4.7%
201,510
-7.0%
0.14%
+4.6%
Q4 2020$11,321,000
-99.9%
216,711
+9.9%
0.13%
-26.4%
Q3 2020$9,555,000,000197,2610.18%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders