Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders