Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$344,923
+54.2%
7,071
+55.8%
0.00%
+50.0%
Q2 2023$223,678
-99.9%
4,538
-51.7%
0.00%0.0%
Q3 2022$227,227,000
+96592.3%
9,388
+99.4%
0.00%0.0%
Q2 2022$235,000
-33.6%
4,709
-30.7%
0.00%
-50.0%
Q1 2022$354,000
+26.9%
6,794
+32.7%
0.00%
+33.3%
Q4 2021$279,000
-47.0%
5,120
-46.4%
0.00%
-40.0%
Q3 2021$526,000
+113.8%
9,555
+113.7%
0.01%
+66.7%
Q2 2021$246,000
-5.7%
4,472
-6.1%
0.00%0.0%
Q1 2021$261,000
-64.6%
4,761
-63.8%
0.00%
-66.7%
Q4 2020$738,000
-99.7%
13,155
+22581.0%
0.01%
+125.0%
Q3 2020$211,000,000580.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders