Kestra Advisory Services, LLC - ISHARES TR ownership

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ISHARES TR's ticker is and the CUSIP is 46436E296. A total of 15 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Filings

Quarter-by-quarter ownership

Kestra Advisory Services, LLC ownership history of ISHARES TR
	Value		Shares		Weighting
Q3 2023	$635,643	+77.0%	28,906	+87.1%	0.01%	+50.0%
Q2 2023	$359,078	+5.1%	15,450	+8.0%	0.00%	0.0%
Q1 2023	$341,676	-49.9%	14,303	-51.5%	0.00%	-33.3%
Q4 2022	$681,768	-99.9%	29,501	-49.4%	0.01%	-14.3%
Q3 2022	$677,677,000	–	58,304	–	0.01%	–
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Other shareholders

ISHARES TR shareholders Q4 2022
Name	Shares	Value	Weighting ↓
Krilogy Financial LLC	1,634,080	$35,933,426	3.29%
Hartford Financial Management Inc.	284,756	$6,261,791	1.60%
Seneca House Advisors	70,714	$1,547,222	0.80%
COUNTRY CLUB BANK /GFN	88,798	$1,951,779	0.16%
CONFLUENCE INVESTMENT MANAGEMENT LLC	449,184	$9,877,547	0.15%
HEADINVEST, LLC	23,720	$515,545	0.11%
Atlantic Private Wealth, LLC	3,796	$83,474	0.08%
PARK AVENUE SECURITIES LLC	123,460	$2,715	0.04%
Parkside Financial Bank & Trust	4,518	$99,351	0.02%
FinTrust Capital Advisors, LLC	3,803	$83,628	0.02%

View complete list of ISHARES TR shareholders