Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,359,278
+24.3%
260,947
+24.3%
0.06%
+23.5%
Q2 2023$5,117,143
+33.0%
209,891
+33.8%
0.05%
+21.4%
Q1 2023$3,848,852
+117.7%
156,904
+115.8%
0.04%
+162.5%
Q4 2022$1,768,040
-99.9%
72,699
-25.5%
0.02%
+23.1%
Q3 2022$1,179,178,000
+86795.9%
97,644
+77.7%
0.01%
-7.1%
Q2 2022$1,357,000
-0.3%
54,944
+1.9%
0.01%0.0%
Q1 2022$1,361,000
-9.9%
53,919
-5.7%
0.01%
-6.7%
Q4 2021$1,511,000
+3.4%
57,188
+5.0%
0.02%0.0%
Q3 2021$1,462,000
-4.9%
54,455
-4.4%
0.02%
-11.8%
Q2 2021$1,538,000
-0.3%
56,989
-0.9%
0.02%
-15.0%
Q1 2021$1,542,000
-69.2%
57,489
-68.6%
0.02%
-65.5%
Q4 2020$5,008,000
-99.9%
183,120
-17.7%
0.06%
-48.7%
Q3 2020$6,053,000,000222,5340.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders