Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 2022
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders