Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,900,965
+455.1%
79,108
+466.0%
0.02%
+533.3%
Q2 2023$342,437
+15.1%
13,977
+17.1%
0.00%0.0%
Q1 2023$297,557
-5.9%
11,931
-8.3%
0.00%0.0%
Q4 2022$316,134
-99.9%
13,015
-46.2%
0.00%0.0%
Q3 2022$288,288,000
+89430.4%
24,170
+87.4%
0.00%0.0%
Q2 2022$322,000
+7.7%
12,897
+13.4%
0.00%0.0%
Q1 2022$299,000
+45.9%
11,369
+59.1%
0.00%
+50.0%
Q3 2021$205,000
+1.0%
7,145
+1.5%
0.00%0.0%
Q2 2021$203,0007,0390.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 159,786$4,608,0004.34%
BRANDYWINE OAK PRIVATE WEALTH LLC 429,242$12,384,0002.20%
Signature Wealth Management Group 76,916$2,218,0001.70%
Timber Creek Capital Management LLC 48,060$1,386,0000.87%
Motley Fool Wealth Management, LLC 502,929$14,504,0000.82%
Andesa Financial Management Inc. 24,070$696,0000.62%
Wealth Advisory Solutions, LLC 64,615$1,864,0000.52%
Avestar Capital, LLC 37,953$1,095,0000.48%
Peloton Wealth Strategists 26,000$750,0000.47%
Capital Investment Advisors, LLC 240,136$6,926,0000.36%
View complete list of ISHARES TR shareholders