Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 78 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
Q3 2023$1,047,876
+9.5%
30,233
+13.5%
0.01%0.0%
Q2 2023$957,384
+6.2%
26,631
-2.3%
0.01%0.0%
Q1 2023$901,645
-60.5%
27,265
-63.4%
0.01%
-50.0%
Q4 2022$2,283,710
-99.9%
74,485
-49.1%
0.02%
-9.1%
Q3 2022$2,053,051,000
+110160.5%
146,416
+134.9%
0.02%
+15.8%
Q2 2022$1,862,000
-5.7%
62,321
+12.7%
0.02%
-9.5%
Q1 2022$1,974,000
+16.8%
55,313
+29.1%
0.02%
+23.5%
Q4 2021$1,690,000
+42.5%
42,840
+30.5%
0.02%
+41.7%
Q3 2021$1,186,000
+148.1%
32,834
+149.5%
0.01%
+140.0%
Q2 2021$478,00013,1600.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 144,371$4,045,0003.41%
One Wealth Advisors, LLC 143,321$4,016,0001.31%
RWA WEALTH PARTNERS, LLC 555,697$15,571,0001.10%
VERITY Wealth Advisors 25,175$705,0000.72%
Sharkey, Howes & Javer 117,588$3,295,0000.72%
Walkner Condon Financial Advisors LLC 76,909$2,155,0000.70%
Horst & Graben Wealth Management LLC 69,321$1,942,0000.55%
F/M Investments LLC 12,073$338,0000.55%
Goodwin Investment Advisory 25,650$719,0000.54%
GenWealth Group, Inc. 56,899$1,594,0000.54%
View complete list of ISHARES TR shareholders