Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 115 filers reported holding ISHARES TR in Q2 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
Q2 2024$5,212,476
+3.5%
123,753
+6.5%
0.03%
-14.7%
Q1 2024$5,038,291
+21.3%
116,197
+12.6%
0.03%0.0%
Q4 2023$4,155,101
+15.2%
103,181
+4.7%
0.03%
-2.9%
Q3 2023$3,605,505
+5.6%
98,538
+12.8%
0.04%
+2.9%
Q2 2023$3,415,006
-7.5%
87,385
-11.7%
0.03%
-15.0%
Q1 2023$3,691,592
-47.9%
98,917
-49.4%
0.04%
-36.5%
Q4 2022$7,090,353
-99.9%
195,542
-49.4%
0.06%
-6.0%
Q3 2022$6,236,230,000
+100598.0%
386,480
+112.4%
0.07%
+4.7%
Q2 2022$6,193,000
+50.5%
181,935
+72.2%
0.06%
+48.8%
Q1 2022$4,114,000
+17.1%
105,627
+15.0%
0.04%
+19.4%
Q4 2021$3,513,000
+72.0%
91,850
+53.3%
0.04%
+80.0%
Q3 2021$2,042,000
+30.1%
59,915
+34.8%
0.02%
+11.1%
Q2 2021$1,569,000
+25.1%
44,448
+22.8%
0.02%
+12.5%
Q1 2021$1,254,000
+351.1%
36,194
+288.3%
0.02%
+433.3%
Q4 2020$278,0009,3200.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders