Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 68 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$490,139
+71.7%
22,432
+74.1%
0.01%
+66.7%
Q2 2023$285,381
-1.9%
12,884
-1.5%
0.00%0.0%
Q4 2022$290,97013,0800.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
4J Wealth Management LLC 106,479$2,412,8252.59%
FinTrust Capital Advisors, LLC 450,022$10,010,9272.43%
Royal Harbor Partners, LLC 137,398$3,113,4391.67%
Altus Wealth Group LLC 55,418$1,255,7720.85%
Denver PWM, LLC 67,940$1,543,2670.68%
KCS Wealth Advisory 67,994$1,540,7330.58%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,437,738$32,579,1380.48%
Stratos Wealth Partners, LTD. 408,845$9,264,4370.25%
Granite Harbor Advisors, Inc. 11,337$256,8960.23%
JDM Financial Group LLC 9,113$206,5050.19%
View complete list of ISHARES TR shareholders