Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. 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 2023$1,067,555
+11.8%
42,096
+12.2%
0.01%0.0%
Q2 2023$954,833
+10.3%
37,518
+7.4%
0.01%
+11.1%
Q1 2023$865,580
+17.6%
34,917
+9.9%
0.01%
+28.6%
Q4 2022$736,065
-99.8%
31,768
-11.2%
0.01%
+75.0%
Q3 2022$353,353,00035,7800.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders