Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 115 filers reported holding ISHARES TR in Q4 2022. 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$639,870
+16.0%
27,724
+16.2%
0.01%0.0%
Q2 2023$551,743
+173.3%
23,854
+178.1%
0.01%
+200.0%
Q1 2023$201,847
-19.7%
8,578
-20.5%
0.00%0.0%
Q4 2022$251,23810,7920.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Keeler Thomas Management LLC 260,543$6,035,9182.44%
FinTrust Capital Advisors, LLC 410,135$9,547,9352.29%
MV CAPITAL MANAGEMENT, INC. 736,717$17,040,2632.26%
Altus Wealth Group LLC 138,696$3,208,0381.97%
Journey Advisory Group, LLC 538,630$12,458,5121.85%
Vista Private Wealth Partners. LLC 192,192$4,428,1211.83%
Rinkey Investments 168,443$3,896,0871.78%
Royal Harbor Partners, LLC 153,076$3,540,6481.74%
Freestone Capital Holdings, LLC 1,835,648$42,458,5381.71%
CAPTRUST FINANCIAL ADVISORS 17,571,678$406,432,7591.60%
View complete list of ISHARES TR shareholders