Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 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$297,456
+38.6%
14,617
+59.0%
0.00%
+50.0%
Q2 2023$214,644
-57.2%
9,191
-57.3%
0.00%
-60.0%
Q1 2023$501,357
-43.8%
21,545
-39.2%
0.01%
-37.5%
Q4 2022$891,597
-99.9%
35,423
-66.2%
0.01%
-46.7%
Q3 2022$1,386,385,000
+93892.2%
104,938
+105.7%
0.02%0.0%
Q2 2022$1,475,000
-25.7%
51,021
-11.5%
0.02%
-28.6%
Q1 2022$1,986,000
-7.3%
57,647
+17.9%
0.02%
-4.5%
Q4 2021$2,142,000
+62.9%
48,890
+88.6%
0.02%
+69.2%
Q3 2021$1,315,000
+37.8%
25,922
+41.4%
0.01%
+18.2%
Q2 2021$954,000
+37.9%
18,338
+21.1%
0.01%
+22.2%
Q1 2021$692,000
+27.9%
15,144
+31.4%
0.01%
+50.0%
Q4 2020$541,00011,5270.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders