Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders