Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 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$541,916
-42.9%
15,957
-40.8%
0.01%
-50.0%
Q2 2023$949,366
-14.0%
26,940
-14.7%
0.01%
-16.7%
Q1 2023$1,103,775
-27.2%
31,573
-30.1%
0.01%
-7.7%
Q4 2022$1,517,122
-99.9%
45,139
-34.4%
0.01%
+8.3%
Q3 2022$1,123,122,000
+94999.2%
68,818
+101.4%
0.01%0.0%
Q2 2022$1,181,000
-11.3%
34,167
-3.3%
0.01%
-14.3%
Q1 2022$1,331,000
-1.0%
35,345
+5.2%
0.01%0.0%
Q4 2021$1,344,000
+14.6%
33,602
+13.1%
0.01%
+16.7%
Q3 2021$1,173,000
+0.9%
29,705
+1.7%
0.01%
-7.7%
Q2 2021$1,162,000
+24.9%
29,208
+21.4%
0.01%
+8.3%
Q1 2021$930,000
-31.1%
24,052
-31.1%
0.01%
-25.0%
Q4 2020$1,350,000
-99.9%
34,904
+30.3%
0.02%
-15.8%
Q3 2020$996,000,00026,7890.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders