Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$213,883
-3.3%
9,574
+2.1%
0.00%0.0%
Q2 2023$221,226
-11.8%
9,374
-18.4%
0.00%
-33.3%
Q1 2023$250,941
+11.1%
11,490
+15.4%
0.00%
+50.0%
Q4 2022$225,970
-99.9%
9,959
-50.8%
0.00%0.0%
Q3 2022$212,212,000
+78497.0%
20,234
+100.0%
0.00%
-33.3%
Q2 2022$270,000
-28.8%
10,116
-12.9%
0.00%
-25.0%
Q1 2022$379,000
-8.0%
11,616
-2.7%
0.00%0.0%
Q4 2021$412,000
-7.6%
11,936
-3.1%
0.00%0.0%
Q3 2021$446,000
-7.9%
12,324
-5.4%
0.00%
-20.0%
Q2 2021$484,000
+13.9%
13,026
+8.0%
0.01%0.0%
Q1 2021$425,000
-60.4%
12,066
-64.3%
0.01%
-58.3%
Q4 2020$1,072,000
-99.8%
33,840
+97.8%
0.01%
+50.0%
Q3 2020$441,000,00017,1080.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders