Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 145 filers reported holding ISHARES TR in Q3 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 2023$7,263,152
+13.9%
293,698
+13.4%
0.07%
+10.9%
Q2 2023$6,374,758
+27.4%
258,926
+27.2%
0.06%
+18.5%
Q1 2023$5,004,963
+85.4%
203,537
+84.1%
0.05%
+125.0%
Q4 2022$2,700,266
-99.9%
110,576
-28.2%
0.02%
+20.0%
Q3 2022$1,877,876,000
+106295.2%
154,062
+116.0%
0.02%
+11.1%
Q2 2022$1,765,000
+133.5%
71,320
+136.6%
0.02%
+125.0%
Q1 2022$756,000
-63.0%
30,139
-61.8%
0.01%
-61.9%
Q4 2021$2,044,000
-7.6%
78,818
-6.3%
0.02%
-4.5%
Q3 2021$2,211,000
-4.9%
84,082
-4.6%
0.02%
-15.4%
Q2 2021$2,324,000
+0.0%
88,127
+0.1%
0.03%
-10.3%
Q1 2021$2,323,000
-41.0%
88,030
-40.5%
0.03%
-37.0%
Q4 2020$3,934,000
-99.9%
148,037
+14.5%
0.05%
-28.1%
Q3 2020$3,433,000,000129,3200.06%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders