Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 511 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,560,842
+19.5%
111,913
+20.0%
0.04%0.0%
Q1 2024$6,329,184
+8.5%
93,268
+3.9%
0.04%
-10.6%
Q4 2023$5,830,896
+14.1%
89,803
+5.4%
0.05%
-6.0%
Q3 2023$5,109,708
-8.0%
85,176
-4.0%
0.05%
-10.7%
Q2 2023$5,556,210
+15.7%
88,729
+14.5%
0.06%
+7.7%
Q1 2023$4,800,660
-56.3%
77,492
-59.1%
0.05%
-46.9%
Q4 2022$10,974,569
-99.8%
189,609
-24.6%
0.10%
+42.0%
Q3 2022$6,410,404,000
+94253.9%
251,534
+111.1%
0.07%
-1.4%
Q2 2022$6,794,000
-27.7%
119,132
-15.6%
0.07%
-28.6%
Q1 2022$9,396,000
-16.0%
141,118
-10.5%
0.10%
-13.3%
Q4 2021$11,181,000
+44.0%
157,615
+44.1%
0.11%
+44.9%
Q3 2021$7,767,000
+5.5%
109,391
+8.9%
0.08%
-7.1%
Q2 2021$7,360,000
+29.2%
100,416
+23.8%
0.08%
+16.7%
Q1 2021$5,698,000
+15.3%
81,080
+10.9%
0.07%
+26.3%
Q4 2020$4,941,000
-99.8%
73,102
+91.5%
0.06%
+35.7%
Q3 2020$2,226,000,00038,1640.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders