Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 402 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,162,775
+6.0%
169,734
+6.9%
0.04%
-11.1%
Q1 2024$6,755,648
+11.5%
158,770
+10.6%
0.04%
-8.2%
Q4 2023$6,060,552
+6.8%
143,547
+3.8%
0.05%
-12.5%
Q3 2023$5,676,542
+4.9%
138,351
+5.9%
0.06%
+3.7%
Q2 2023$5,412,665
-5.5%
130,583
-5.0%
0.05%
-12.9%
Q1 2023$5,730,605
-67.3%
137,491
-67.9%
0.06%
-60.3%
Q4 2022$17,530,606
-99.6%
428,726
+98.0%
0.16%
+239.1%
Q3 2022$4,328,324,000
+135202.4%
216,514
+174.4%
0.05%
+39.4%
Q2 2022$3,199,000
-16.4%
78,900
-9.4%
0.03%
-17.5%
Q1 2022$3,826,000
+22.0%
87,043
+25.7%
0.04%
+25.0%
Q4 2021$3,136,000
+29.9%
69,225
+31.1%
0.03%
+33.3%
Q3 2021$2,414,000
-5.4%
52,817
-4.6%
0.02%
-17.2%
Q2 2021$2,551,000
+24.8%
55,375
+24.1%
0.03%
+11.5%
Q1 2021$2,044,000
-22.3%
44,619
-22.9%
0.03%
-13.3%
Q4 2020$2,629,000
-99.9%
57,871
+19.2%
0.03%
-25.0%
Q3 2020$2,134,000,00048,5460.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders