Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 200 filers reported holding ISHARES TR in Q2 2021. 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 2021$5,723,000
-3.3%
231,421
-3.1%
0.06%
-14.9%
Q2 2021$5,920,000
-0.2%
238,915
+0.1%
0.07%
-10.7%
Q1 2021$5,930,000
-18.3%
238,639
-18.1%
0.08%
-10.7%
Q4 2020$7,256,000
-99.9%
291,520
+19.7%
0.08%
-26.3%
Q3 2020$6,120,000,000243,5090.11%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 1,006,710$24,523,0005.74%
Cottage Street Advisors LLC 323,334$7,876,0005.24%
Tillar-Wenstrup Advisors, LLC 305,212$7,435,0004.90%
RiverGlades Family Offices LLC 204,829$4,990,0004.22%
Matthew Goff Investment Advisor, LLC 296,632$7,226,0003.67%
Day & Ennis, LLC 204,829$4,990,0003.28%
Guidant Wealth Advisors 273,274$6,656,0003.10%
Gateway Advisory, LLC 282,863$6,891,0002.88%
Fragasso Group Inc. 470,220$11,455,0002.56%
CORDA Investment Management, LLC. 845,522$20,596,0002.53%
View complete list of ISHARES TR shareholders