Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders