Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 47 filers reported holding ISHARES TR in Q4 2020. 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$1,340,923
-5.8%
36,056
+3.6%
0.01%
-7.1%
Q2 2023$1,423,136
-21.1%
34,787
-26.0%
0.01%
-30.0%
Q1 2023$1,802,817
-30.6%
46,997
-38.8%
0.02%
-13.0%
Q4 2022$2,596,554
-99.9%
76,753
-58.3%
0.02%
-30.3%
Q3 2022$3,078,075,000
+89561.4%
183,926
+97.2%
0.03%
-5.7%
Q2 2022$3,433,000
-28.0%
93,253
-9.2%
0.04%
-30.0%
Q1 2022$4,769,000
-9.8%
102,733
+5.3%
0.05%
-7.4%
Q4 2021$5,290,000
+42.7%
97,548
+26.7%
0.05%
+45.9%
Q3 2021$3,707,000
+4.0%
77,004
+7.4%
0.04%
-7.5%
Q2 2021$3,563,000
+21.9%
71,717
+13.1%
0.04%
+8.1%
Q1 2021$2,924,000
+52.3%
63,406
+42.4%
0.04%
+68.2%
Q4 2020$1,920,00044,5190.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders