Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 209 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,294,293,000
+89408.5%
103,314
+78.6%
0.01%
-6.7%
Q2 2022$1,446,000
-1.4%
57,834
-1.2%
0.02%0.0%
Q1 2022$1,466,000
-69.5%
58,543
-69.4%
0.02%
-69.4%
Q4 2021$4,807,000
-0.7%
191,192
+0.0%
0.05%
+2.1%
Q3 2021$4,840,000
-2.4%
191,167
-2.1%
0.05%
-14.3%
Q2 2021$4,960,000
-2.8%
195,289
-2.6%
0.06%
-13.8%
Q1 2021$5,102,000
-44.5%
200,401
-44.3%
0.06%
-39.3%
Q4 2020$9,201,000
-99.9%
359,961
+3.7%
0.11%
-35.5%
Q3 2020$8,902,000,000347,0470.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 3,404,125$87,043,0003.99%
Tillar-Wenstrup Advisors, LLC 252,808$6,464,0003.35%
PFG Private Wealth Management, LLC 165,915$4,242,0003.25%
MV CAPITAL MANAGEMENT, INC. 605,722$15,488,0002.94%
RVW Wealth, LLC 744,575$19,000,0002.79%
AlphaMark Advisors, LLC 280,119$7,163,0002.74%
Day & Ennis, LLC 251,194$6,423,0002.55%
Cribstone Capital Management, LLC 144,078$3,684,0002.52%
Matthew Goff Investment Advisor, LLC 286,673$7,330,0002.18%
SONATA CAPITAL GROUP INC 170,029$4,348,0002.15%
View complete list of ISHARES TR shareholders