Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 120 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$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 Q1 2023
NameSharesValueWeighting ↓
Bond & Devick Financial Network, Inc. 13,794$1,092,3760.70%
WFA Asset Management Corp 13,383$1,059,8160.65%
Evergreen Wealth Solutions, LLC 6,053$4790.55%
MISSION WEALTH MANAGEMENT, LP 137,285$10,871,6050.46%
HARVEST GROUP WEALTH MANAGEMENT, LLC 8,812$697,7830.43%
Whelan Financial 9,740$771,3110.43%
REGATTA CAPITAL GROUP, LLC 15,026$1,185,6830.42%
FINANCIAL MANAGEMENT NETWORK INC 12,059$952,7670.38%
Tolleson Wealth Management, Inc. 18,367$1,4540.38%
Berkshire Bank 14,650$1,160,1330.34%
View complete list of ISHARES TR shareholders