Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 59 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$257,169
-5.7%
3,4510.0%0.00%0.0%
Q2 2023$272,802
+3.9%
3,451
+4.0%
0.00%0.0%
Q1 2023$262,642
+22.7%
3,317
+54.2%
0.00%
+50.0%
Q2 2021$214,000
-99.9%
2,151
+7070.0%
0.00%
-50.0%
Q3 2020$200,000,000300.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
CWM, LLC 618,809$61,491,0000.49%
FOSTER DYKEMA CABOT & CO INC/MA 16,057$947,0000.15%
LFA - Lugano Financial Advisors SA 2,490$146,0000.09%
MISSION WEALTH MANAGEMENT, LP 10,233$604,0000.07%
Alpha Omega Wealth Management LLC 2,317$137,0000.06%
RPg Family Wealth Advisory, LLC 1,539$90,799,0000.05%
NORTH AMERICAN MANAGEMENT CORP 5,338$315,0000.05%
Brinker Capital Investments, LLC 25,214$1,487,0000.05%
Pacific Center for Financial Services 911$54,0000.03%
LAKE STREET ADVISORS GROUP, LLC 4,739$280,0000.03%
View complete list of ISHARES TR shareholders