Kestra Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 168 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,969,894
+44.6%
250,415
+44.4%
0.06%
+43.9%
Q2 2023$4,127,563
+11.7%
173,427
+12.7%
0.04%
+2.5%
Q1 2023$3,696,087
+9.0%
153,939
+8.3%
0.04%
+33.3%
Q4 2022$3,389,467
-99.9%
142,116
-38.9%
0.03%0.0%
Q3 2022$2,785,783,000
+305358.7%
232,412
+522.4%
0.03%
+233.3%
Q2 2022$912,00037,3420.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 666,030$15,864,77912.49%
Financial Strategies Group, Inc. 874,312$20,808,6176.56%
4J Wealth Management LLC 259,179$6,178,8196.15%
Day & Ennis, LLC 628,058$14,972,8945.58%
Campbell Wealth Management 1,751,576$41,7585.08%
SevenOneSeven Capital Management 90,323$2,151,4945.00%
Keeler Thomas Management LLC 508,969$12,104,4594.48%
Faithward Advisors, LLC 720,765$17,168,6314.18%
Atlantic Private Wealth, LLC 148,252$3,534,3213.57%
Stephens Consulting, LLC 362,600$8,644,3763.51%
View complete list of ISHARES TR shareholders