Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$299,988
-3.5%
13,060
-3.6%
0.00%0.0%
Q1 2023$310,769
-7.0%
13,553
-7.9%
0.00%0.0%
Q4 2022$334,200
-99.9%
14,716
-63.7%
0.00%
-40.0%
Q3 2022$431,431,000
+196005.0%
40,568
+345.7%
0.01%
+150.0%
Q2 2022$220,000
-16.3%
9,102
+1.2%
0.00%
-33.3%
Q1 2022$263,000
-6.7%
8,992
-2.3%
0.00%0.0%
Q4 2021$282,000
+11.0%
9,204
-0.6%
0.00%0.0%
Q3 2021$254,000
+7.2%
9,255
+8.4%
0.00%0.0%
Q2 2021$237,000
+2.2%
8,536
-6.3%
0.00%0.0%
Q1 2021$232,000
-3.3%
9,114
-9.6%
0.00%0.0%
Q4 2020$240,000
-99.9%
10,084
-2.9%
0.00%
-25.0%
Q3 2020$218,000,00010,3860.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders