Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 116 filers reported holding ISHARES TR in Q3 2021. 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
Q3 2023$5,504,423
+24.3%
235,887
+25.0%
0.05%
+22.7%
Q2 2023$4,427,897
-16.2%
188,662
-15.3%
0.04%
-22.8%
Q1 2023$5,283,365
-4.7%
222,645
-6.2%
0.06%
+16.3%
Q4 2022$5,543,780
-99.9%
237,421
-54.2%
0.05%
-23.4%
Q3 2022$5,998,993,000
+996410.5%
518,834
+1949.0%
0.06%
+966.7%
Q2 2022$602,000
-2.1%
25,321
+1.5%
0.01%0.0%
Q1 2022$615,000
-3.0%
24,953
+2.6%
0.01%0.0%
Q4 2021$634,0000.0%24,325
+1.7%
0.01%0.0%
Q3 2021$634,000
+0.8%
23,911
+1.2%
0.01%
-14.3%
Q2 2021$629,000
+25.5%
23,632
+24.3%
0.01%
+16.7%
Q1 2021$501,000
-24.4%
19,019
-22.3%
0.01%
-25.0%
Q4 2020$663,000
-99.8%
24,470
+79.0%
0.01%
+14.3%
Q3 2020$367,000,00013,6710.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 255,622$6,774,0003.96%
CAPITAL ADVISORS INC/OK 3,695,265$97,925,0002.91%
4Thought Financial Group Inc. 123,623$3,276,0002.84%
Sound View Wealth Advisors Group, LLC 439,163$11,638,0002.43%
Peloton Wealth Strategists 203,200$5,385,0002.20%
SIGMA INVESTMENT COUNSELORS INC 1,041,658$27,604,0002.04%
Aptus Capital Advisors, LLC 2,974,280$78,818,0002.03%
Signature Wealth Management Group 124,847$3,308,0001.84%
Gateway Advisory, LLC 303,542$8,044,0001.67%
IRON Financial LLC 121,533$3,221,0001.54%
View complete list of ISHARES TR shareholders