Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 139 filers reported holding ISHARES TR in Q4 2022. 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 2022
NameSharesValueWeighting ↓
Compton Wealth Advisory Group, LLC 19,200$1,301,0000.61%
One Wealth Advisors, LLC 25,572$1,733,0000.51%
Goodwin Investment Advisory 6,412$435,0000.42%
Horst & Graben Wealth Management LLC 16,922$1,147,0000.32%
Capital CS Group, LLC 4,022$273,0000.25%
Leonard Rickey Investment Advisors P.L.L.C. 8,460$573,0000.24%
Sharkey, Howes & Javer 11,593$786,0000.20%
Opes Wealth Management LLC 7,670$520,0000.18%
FLOW TRADERS U.S. LLC 67,207$4,554,0000.18%
OLD MISSION CAPITAL LLC 57,780$3,915,0000.16%
View complete list of ISHARES TR shareholders