Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 211 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,790,491
-14.7%
30,435
-13.6%
0.01%
-28.6%
Q1 2024$2,100,265
-1.5%
35,228
-1.1%
0.01%
-17.6%
Q4 2023$2,131,606
+4.7%
35,604
-8.7%
0.02%
-15.0%
Q3 2023$2,036,399
+18.8%
39,004
+26.6%
0.02%
+17.6%
Q2 2023$1,713,648
-55.6%
30,821
-57.9%
0.02%
-59.5%
Q1 2023$3,858,922
-31.6%
73,224
-38.6%
0.04%
-16.0%
Q4 2022$5,641,697
-99.9%
119,174
-66.3%
0.05%
-40.5%
Q3 2022$7,883,876,000
+93432.8%
353,440
+101.0%
0.08%
-3.4%
Q2 2022$8,429,000
-26.2%
175,853
-9.1%
0.09%
-26.9%
Q1 2022$11,422,000
-0.2%
193,456
+11.7%
0.12%
+2.6%
Q4 2021$11,447,000
+90.3%
173,252
+80.8%
0.12%
+93.3%
Q3 2021$6,014,000
+47.7%
95,850
+48.9%
0.06%
+30.4%
Q2 2021$4,072,000
+34.6%
64,380
+26.0%
0.05%
+21.1%
Q1 2021$3,025,000
+436.3%
51,086
+418.3%
0.04%
+442.9%
Q4 2020$564,0009,8570.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 339,282$18,864,08811.81%
Essex Private Wealth Management, LLC 30,889$1,717,4445.90%
Financial Engines Advisors L.L.C. 33,495,829$1,862,368,0654.72%
VAUGHAN & Co SECURITIES, INC. 98,797$5,493,0973.90%
New England Private Wealth Advisors LLC 329,158$18,305,6763.70%
Sweet Financial Partners, LLC 197,776$10,996,3202.86%
BARRETT & COMPANY, INC. 84,259$4,684,8072.72%
Concord Wealth Partners 161,850$8,998,8581.94%
Sentinus, LLC 90,490$5,031,2491.59%
Archford Capital Strategies, LLC 145,399$8,283,3651.57%
View complete list of ISHARES TR shareholders