Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 498 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,253,658
-15.5%
123,912
-13.9%
0.12%
-17.2%
Q2 2023$14,505,596
-12.7%
143,919
-12.0%
0.14%
-19.4%
Q1 2023$16,624,992
-63.6%
163,535
-62.7%
0.18%
-55.7%
Q4 2022$45,711,116
-99.8%
438,518
-33.2%
0.41%
+26.5%
Q3 2022$29,990,961,000
+150449.5%
656,384
+230.9%
0.32%
+56.6%
Q2 2022$19,921,000
+111.6%
198,360
+125.2%
0.20%
+109.2%
Q1 2022$9,416,000
+39.1%
88,093
+31.5%
0.10%
+44.1%
Q4 2021$6,767,000
-29.9%
67,006
-34.5%
0.07%
-29.2%
Q3 2021$9,650,000
+56.1%
102,372
+59.9%
0.10%
+37.1%
Q2 2021$6,180,000
+9.3%
64,020
+7.4%
0.07%
-2.8%
Q1 2021$5,656,000
-39.8%
59,601
-44.7%
0.07%
-33.9%
Q4 2020$9,397,000
-99.8%
107,764
+106.4%
0.11%
+39.7%
Q3 2020$4,186,000,00052,2220.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders