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Ishares Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Ishares Tr (IBTP) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 190k 25.91
2025-06-30 $5.0M 194k 25.71
2025-03-31 $5.0M 194k 25.67
2024-12-31 $4.1M 166k 24.82
2024-09-30 $4.3M 164k 26.42

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

Top funds holding Ishares Tr

Union Bankshares
Golub Group
Confluence Investment Management
LPL Financial
D.A. Davidson & Co.
Royal Bank of Canada
Atlantic Private Wealth
Cetera Investment Advisers
Kestra Advisory Services
Commonwealth Equity Services
Accretive Wealth Partners
HighTower Advisors
Probity Advisors
Mercer Global Advisors
Stifel Financial

View all funds holding Ishares Tr