Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 121 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$202,867
-4.7%
3,271
-11.5%
0.00%0.0%
Q4 2022$212,885
+3.3%
3,694
+2.7%
0.00%0.0%
Q2 2022$206,0003,5960.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AJ Advisors, LLC 245,171$14,129,21411.33%
Fiduciary Planning LLC 113,010$6,5133.16%
Vestmark Advisory Solutions, Inc. 780,438$44,976,6422.19%
ShoreHaven Wealth Partners, LLC 29,537$1,702,2021.20%
Confluence Wealth Services, Inc. 79,037$4,554,9221.18%
WealthPlan Investment Management, LLC 251,694$15,484,2251.08%
WealthPLAN Partners, LLC 251,742$15,482,1431.08%
Navalign, LLC 33,465$1,928,5740.80%
Beacon Financial Advisory LLC 17,498$1,008,4350.72%
Aptus Capital Advisors, LLC 385,195$22,198,7870.68%
View complete list of ISHARES TR shareholders