Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 453 filers reported holding ISHARES TR in Q4 2021. 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$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 Q4 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 363,684$14,747,00010.60%
KilterHowling LLC 216,961$8,797,7569.88%
Williams Financial, LLC 208,856$8,469,0006.89%
Thrive Capital Management, LLC 232,513$9,428,0006.53%
Sound Income Strategies, LLC 1,045,901$42,411,0005.66%
Matthew Goff Investment Advisor, LLC 493,701$20,020,0005.39%
Legacy Financial Group LLC 418,144$16,956,0005.35%
Regal Wealth Group, Inc. 180,706$7,328,0005.29%
FINANCIAL ADVISORY PARTNERS, LLC 303,352$12,300,9245.08%
SMITH CHAS P & ASSOCIATES PA CPAS 1,646,689$66,773,0004.81%
View complete list of ISHARES TR shareholders