Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 145 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$685,552
+35.7%
9,238
+39.7%
0.01%
+40.0%
Q2 2023$505,045
-20.7%
6,614
-24.5%
0.01%
-28.6%
Q1 2023$636,491
-91.9%
8,765
-92.2%
0.01%
-90.0%
Q4 2022$7,830,589
-99.8%
112,719
+10.5%
0.07%
+84.2%
Q3 2022$3,516,513,000
+99096.4%
101,978
+99.5%
0.04%
+5.6%
Q2 2022$3,545,000
+610.4%
51,116
+753.6%
0.04%
+620.0%
Q1 2022$499,000
+44.2%
5,988
+72.7%
0.01%
+66.7%
Q3 2021$346,000
+16.5%
3,467
+19.1%
0.00%0.0%
Q2 2021$297,000
+3.8%
2,910
-0.0%
0.00%
-25.0%
Q1 2021$286,000
-64.8%
2,911
-65.3%
0.00%
-55.6%
Q4 2020$813,0008,3900.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders