Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 60 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$669,272
-3.2%
15,496
-1.2%
0.01%0.0%
Q2 2023$691,086
+8.3%
15,678
+9.0%
0.01%0.0%
Q1 2023$638,160
+191.6%
14,383
+184.1%
0.01%
+250.0%
Q4 2022$218,823
-99.9%
5,063
-52.4%
0.00%0.0%
Q3 2022$224,224,000
+75651.4%
10,642
+56.4%
0.00%
-33.3%
Q2 2022$296,000
-24.9%
6,806
-16.1%
0.00%
-25.0%
Q1 2022$394,000
+17.6%
8,111
+25.1%
0.00%
+33.3%
Q4 2021$335,000
+23.6%
6,483
+25.2%
0.00%0.0%
Q3 2021$271,0005,1780.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 71,583$3,0711.50%
Mandatum Life Insurance Co Ltd 24,580$1,061,6100.44%
Colorado Capital Management, Inc. 13,371$5770.44%
VERUS CAPITAL PARTNERS, LLC 58,128$2,510,5660.35%
Walkner Condon Financial Advisors LLC 27,042$1,168,1990.31%
Topel & Distasi Wealth Management, LLC 10,532$454,8770.24%
SigFig Wealth Management, LLC 105,661$4,563,4870.18%
Financial Connections Group, Inc. 1,591$680.08%
Curtis Advisory Group, LLC 5,723$247,1760.08%
HARBOUR INVESTMENTS, INC. 26,828$1,158,6850.06%
View complete list of ISHARES TR shareholders