Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 88 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$419,066
+15.9%
10,882
+13.9%
0.00%0.0%
Q2 2023$361,446
-34.0%
9,557
-36.5%
0.00%
-33.3%
Q1 2023$547,433
-16.0%
15,060
-23.7%
0.01%0.0%
Q4 2022$651,782
-99.9%
19,739
-62.7%
0.01%
-40.0%
Q3 2022$899,899,000
+90342.1%
52,960
+86.5%
0.01%0.0%
Q2 2022$995,000
-35.3%
28,392
-21.1%
0.01%
-37.5%
Q1 2022$1,537,000
+2.3%
35,997
+6.9%
0.02%
+6.7%
Q4 2021$1,502,000
+19.5%
33,669
+16.4%
0.02%
+15.4%
Q3 2021$1,257,000
+93.7%
28,930
+92.3%
0.01%
+85.7%
Q2 2021$649,000
+61.8%
15,047
+43.5%
0.01%
+40.0%
Q1 2021$401,000
-9.3%
10,486
-4.4%
0.01%0.0%
Q4 2020$442,00010,9640.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 39,400$1,338,024,0001.75%
AMARILLO NATIONAL BANK 139,884$4,750,0001.10%
Trinity Legacy Partners, LLC 71,267$2,420,0001.03%
LVM CAPITAL MANAGEMENT LTD/MI 175,990$5,977,0000.92%
Sierra Capital LLC 117,113$3,977,0000.74%
ALTERNA WEALTH MANAGEMENT, INC 18,339$623,0000.74%
WealthOne, LLC 36,987$1,256,0000.54%
Purus Wealth Management, LLC 16,748$569,0000.52%
Wharton Business Group, LLC 209,516$7,115,0000.48%
RETIREMENT CAPITAL STRATEGIES 26,900$914,0000.42%
View complete list of ISHARES TR shareholders