Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 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$3,695,790
-4.4%
79,685
-3.8%
0.04%
-7.7%
Q2 2023$3,864,684
+26.0%
82,862
+27.4%
0.04%
+18.2%
Q1 2023$3,067,626
-4.3%
65,054
-5.8%
0.03%
+17.9%
Q4 2022$3,205,893
-99.9%
69,033
-40.0%
0.03%0.0%
Q3 2022$2,653,651,000
+99101.9%
114,994
+103.8%
0.03%
+3.7%
Q2 2022$2,675,000
-16.7%
56,432
-14.8%
0.03%
-18.2%
Q1 2022$3,210,000
+28.5%
66,242
+33.7%
0.03%
+32.0%
Q4 2021$2,499,000
-18.2%
49,544
-17.2%
0.02%
-19.4%
Q3 2021$3,055,000
+7.6%
59,824
+8.1%
0.03%
-3.1%
Q2 2021$2,838,000
+1.2%
55,329
+1.3%
0.03%
-11.1%
Q1 2021$2,803,000
-6.6%
54,642
-5.9%
0.04%
+2.9%
Q4 2020$3,000,000
-99.9%
58,093
+29.1%
0.04%
-18.6%
Q3 2020$2,300,000,00044,9960.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders