Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 111 filers reported holding ISHARES TR in Q2 2021. 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
Q1 2024$204,141
+2.1%
3,224
+2.9%
0.00%
-50.0%
Q4 2021$200,000
-3.4%
3,132
+1.3%
0.00%0.0%
Q3 2021$207,000
-2.8%
3,092
-3.7%
0.00%0.0%
Q2 2021$213,0000.0%3,211
+0.5%
0.00%
-33.3%
Q1 2021$213,000
-16.8%
3,196
-19.5%
0.00%0.0%
Q4 2020$256,000
-99.9%
3,971
+6009.2%
0.00%
-40.0%
Q3 2020$259,000,000650.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Ratio Wealth Group 176,457$11,815,5613.88%
Elm Partners Management LLC 410,496$27,487,0003.67%
Advisory Services & Investments, LLC 44,518$2,981,0001.96%
Barber Financial Group, Inc. 152,490$10,211,0001.32%
Columbus Macro, LLC 48,081$3,219,0001.06%
Mandatum Life Insurance Co Ltd 77,876$5,215,0000.97%
Portfolio Solutions, LLC 91,527$6,129,0000.76%
THRIVENT FINANCIAL FOR LUTHERANS 5,621,741$373,006,0000.76%
Smithfield Trust Co 144,786$9,699,0000.64%
OLD MISSION CAPITAL LLC 230,156$15,411,0000.62%
View complete list of ISHARES TR shareholders