Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 277 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$217,809
+8.1%
4,386
+14.6%
0.00%0.0%
Q2 2023$201,415
-12.7%
3,827
-21.2%
0.00%0.0%
Q4 2022$230,660
-99.9%
4,856
-54.9%
0.00%0.0%
Q3 2022$213,213,000
+55136.5%
10,762
+25.5%
0.00%
-50.0%
Q2 2022$386,000
-2.3%
8,577
+15.9%
0.00%0.0%
Q1 2022$395,000
-35.8%
7,399
-30.0%
0.00%
-33.3%
Q4 2021$615,000
+0.5%
10,571
-3.2%
0.01%0.0%
Q3 2021$612,000
-3.3%
10,919
-1.2%
0.01%
-14.3%
Q2 2021$633,000
+11.1%
11,051
+4.6%
0.01%0.0%
Q1 2021$570,000
+73.3%
10,562
+66.7%
0.01%
+75.0%
Q4 2020$329,000
-99.9%
6,336
+6236.0%
0.00%
-20.0%
Q3 2020$293,000,0001000.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders