Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 281 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$488,212
+62.6%
8,377
+70.5%
0.01%
+66.7%
Q2 2023$300,221
+35.4%
4,912
+34.0%
0.00%
+50.0%
Q1 2023$221,770
-92.7%
3,667
-93.3%
0.00%
-92.6%
Q4 2022$3,045,872
-98.9%
54,410
+392.5%
0.03%
+800.0%
Q3 2022$267,267,000
+30726.6%
11,048
-13.9%
0.00%
-66.7%
Q4 2021$867,000
-10.0%
12,837
-10.9%
0.01%
-10.0%
Q3 2021$963,000
-0.6%
14,411
+0.3%
0.01%
-9.1%
Q2 2021$969,00014,3610.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders