Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q3 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$333,872
+10.2%
7,398
+13.6%
0.00%0.0%
Q2 2023$303,090
+6.1%
6,513
+7.4%
0.00%0.0%
Q1 2023$285,586
-0.9%
6,065
-3.3%
0.00%0.0%
Q4 2022$288,278
-99.9%
6,271
-50.3%
0.00%0.0%
Q3 2022$287,287,000
+53800.0%
12,606
+13.0%
0.00%
-40.0%
Q2 2022$533,000
+39.2%
11,154
+47.3%
0.01%
+25.0%
Q1 2022$383,000
-6.8%
7,5740.0%0.00%0.0%
Q4 2021$411,000
+11.7%
7,574
+12.9%
0.00%0.0%
Q3 2021$368,0006,7110.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders