Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders