Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,295,831
+6.5%
512,515
+10.6%
0.11%
+4.7%
Q2 2023$10,609,387
+44.2%
463,292
+47.3%
0.11%
+32.5%
Q1 2023$7,355,487
-65.7%
314,606
-66.7%
0.08%
-58.1%
Q4 2022$21,442,591
-99.9%
943,776
-70.7%
0.19%
-51.4%
Q3 2022$36,743,707,000
+141238.3%
3,225,612
+196.5%
0.39%
+47.2%
Q2 2022$25,997,000
+4.5%
1,087,761
+8.9%
0.27%
+3.1%
Q1 2022$24,883,000
+28.0%
998,928
+37.1%
0.26%
+31.5%
Q4 2021$19,433,000
-8.3%
728,380
-8.8%
0.20%
-7.1%
Q3 2021$21,187,000
-16.5%
798,613
-16.3%
0.21%
-26.4%
Q2 2021$25,368,000
+10.1%
953,682
+8.4%
0.29%
-1.4%
Q1 2021$23,032,000
+164.8%
879,407
+176.6%
0.29%
+189.1%
Q4 2020$8,698,000
-99.8%
317,917
+54.2%
0.10%
-6.5%
Q3 2020$5,760,000,000206,1070.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders