Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 69,963$2,823,0001.14%
Wharton Business Group, LLC 95,836$3,867,0000.32%
Wealthcare Advisory Partners LLC 62,550$2,524,0000.22%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,500$383,0000.18%
Buffington Mohr McNeal 17,645$712,0000.17%
CX Institutional 31,900$1,287,0000.12%
Ellis Investment Partners, LLC 10,057$406,0000.12%
BAKER TILLY WEALTH MANAGEMENT, LLC 7,605$307,0000.10%
Crescent Grove Advisors, LLC 14,879$601,0000.08%
NAPLES GLOBAL ADVISORS, LLC 11,010$444,0000.08%
View complete list of ISHARES TR shareholders