Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q1 2023. 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$1,739,898
+9.3%
44,693
+13.5%
0.02%
+6.2%
Q2 2023$1,591,386
-1.3%
39,381
-2.6%
0.02%
-5.9%
Q1 2023$1,611,549
+4.3%
40,430
-0.5%
0.02%
+21.4%
Q4 2022$1,544,764
-99.9%
40,641
-58.6%
0.01%
-26.3%
Q3 2022$1,798,797,000
+89794.9%
98,162
+91.1%
0.02%
-9.5%
Q2 2022$2,001,000
-7.3%
51,360
+2.2%
0.02%
-4.5%
Q1 2022$2,159,000
-4.8%
50,249
+0.8%
0.02%
-4.3%
Q4 2021$2,268,000
+6.8%
49,869
+5.1%
0.02%
+9.5%
Q3 2021$2,124,000
+1.2%
47,465
+1.9%
0.02%
-12.5%
Q2 2021$2,098,000
+5.6%
46,569
+2.1%
0.02%
-4.0%
Q1 2021$1,987,000
-29.5%
45,623
-30.1%
0.02%
-24.2%
Q4 2020$2,819,000
-99.9%
65,284
+40.1%
0.03%
-8.3%
Q3 2020$1,913,000,00046,6130.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders