Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$379,917
+36.3%
14,697
+41.4%
0.00%
+33.3%
Q2 2023$278,636
-99.9%
10,393
-48.5%
0.00%
+50.0%
Q3 2022$211,211,000
+85410.5%
20,196
+136.9%
0.00%0.0%
Q3 2021$247,000
-9.5%
8,525
-6.2%
0.00%
-33.3%
Q2 2021$273,000
-31.9%
9,090
-35.0%
0.00%
-40.0%
Q1 2021$401,000
-6.7%
13,980
-11.2%
0.01%0.0%
Q4 2020$430,00015,7480.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,144,643$154,597,00012.26%
MERIDIAN MANAGEMENT CO 1,020,316$30,660,0009.04%
BALASA DINVERNO & FOLTZ LLC 2,127,876$63,943,0004.60%
Clearwater Capital Advisors, LLC 1,134,023$34,077,0003.96%
Wade Financial Advisory, Inc 239,349$7,192,0003.94%
Callan Capital, LLC 621,653$18,681,0003.25%
Beirne Wealth Consulting Services, LLC 176,756$5,316,0002.92%
RHS Financial, LLC 122,523$3,682,0002.75%
LINCOLN CAPITAL CORP 124,531$3,742,0002.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC 647,145$19,447,0002.00%
View complete list of ISHARES TR shareholders