Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 148 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 401,798$9,375,9516.97%
SHUFRO ROSE & CO LLC 3,104,001$72,431,8766.83%
Keeler Thomas Management LLC 626,009$14,801,9185.48%
Gateway Advisory, LLC 751,100$17,526,9103.58%
Foundation Wealth Management, LLC 151,413$3,533,2193.53%
Buffington Mohr McNeal 563,804$13,156,3602.99%
Sound View Wealth Advisors Group, LLC 1,009,298$23,551,9642.93%
Michael S. Ryan, Inc. 126,390$2,942,3652.81%
Windsor Capital Management, LLC 338,292$7,894,0562.73%
Peloton Wealth Strategists 246,790$5,7592.66%
View complete list of ISHARES TR shareholders