Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 90 filers reported holding ISHARES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 37,956$2,074,8651.48%
Berger Financial Group, Inc 94,468$5,164,0001.12%
Stewardship Advisors, LLC 51,551$2,818,0001.11%
NICOLA WEALTH MANAGEMENT LTD. 150,000$8,200,0000.92%
FundX Investment Group, LLC 24,561$1,343,0000.76%
LFA - Lugano Financial Advisors SA 10,000$547,0000.38%
Mascoma Wealth Management LLC 9,116$498,0000.21%
KESTRA PRIVATE WEALTH SERVICES, LLC 52,635$2,877,0000.20%
Financial Architects, Inc 16,838$920,0000.14%
Dynamic Advisor Solutions LLC 22,581$1,234,0000.12%
View complete list of ISHARES TR shareholders