Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,013,962
+26.3%
51,733
+27.2%
0.05%
+22.5%
Q2 2023$3,970,954
+8.9%
40,686
+10.7%
0.04%0.0%
Q1 2023$3,646,471
-40.5%
36,747
-41.9%
0.04%
-25.9%
Q4 2022$6,132,623
-99.9%
63,249
-50.3%
0.05%
-16.9%
Q3 2022$6,125,119,000
+47536.6%
127,342
+0.5%
0.06%
-50.8%
Q2 2022$12,858,000
+148.4%
126,765
+157.0%
0.13%
+144.4%
Q1 2022$5,176,000
-2.2%
49,320
-1.3%
0.05%0.0%
Q4 2021$5,293,000
+29.7%
49,988
+29.4%
0.05%
+31.7%
Q3 2021$4,080,000
+20.0%
38,627
+20.8%
0.04%
+5.1%
Q2 2021$3,400,000
+131.8%
31,985
+130.5%
0.04%
+105.3%
Q1 2021$1,467,000
-54.9%
13,875
-55.5%
0.02%
-50.0%
Q4 2020$3,251,000
-99.9%
31,163
-31.9%
0.04%
-57.3%
Q3 2020$4,764,000,00045,7850.09%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders