Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 109 filers reported holding ISHARES TR in Q4 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
Q3 2023$515,009
+38.5%
9,021
+47.7%
0.01%
+25.0%
Q2 2023$371,916
+8.6%
6,106
+6.3%
0.00%0.0%
Q1 2023$342,344
-69.7%
5,745
-72.4%
0.00%
-60.0%
Q4 2022$1,130,987
-99.9%
20,840
-50.6%
0.01%
-9.1%
Q3 2022$982,982,000
+103480.8%
42,182
+131.8%
0.01%
+10.0%
Q2 2022$949,000
-14.4%
18,196
+0.2%
0.01%
-16.7%
Q1 2022$1,108,000
+13.5%
18,165
+28.0%
0.01%
+20.0%
Q4 2021$976,000
+34.4%
14,187
+32.5%
0.01%
+42.9%
Q3 2021$726,000
+153.0%
10,709
+152.6%
0.01%
+133.3%
Q2 2021$287,0004,2400.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders