Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 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$37,948,729
+1.3%
868,094
+5.4%
0.37%
-0.5%
Q2 2023$37,461,824
+156.9%
823,880
+160.7%
0.38%
+137.3%
Q1 2023$14,582,538
-74.4%
315,981
-75.0%
0.16%
-68.8%
Q4 2022$56,898,768
-99.9%
1,266,387
-32.6%
0.51%
+13.2%
Q3 2022$41,839,798,000
+112904.2%
1,878,542
+137.6%
0.45%
+17.3%
Q2 2022$37,025,000
+2.2%
790,796
+8.3%
0.38%
+1.1%
Q1 2022$36,229,000
+51.0%
729,979
+61.0%
0.38%
+55.1%
Q4 2021$23,998,000
-11.0%
453,396
-10.5%
0.24%
-10.0%
Q3 2021$26,960,000
+12.7%
506,388
+13.3%
0.27%
-0.4%
Q2 2021$23,916,000
+35.4%
447,107
+33.5%
0.27%
+21.0%
Q1 2021$17,661,000
+835.4%
334,812
+867.3%
0.22%
+918.2%
Q4 2020$1,888,000
-99.7%
34,612
+175.2%
0.02%
+69.2%
Q3 2020$684,000,00012,5780.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders