Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 320 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders