Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 414,259 shares of ITOT (ISHARES TR), worth $59M as of 2026-Q1. The position was increased (+14.9% shares). ITOT represents 0.2% of Kestra Advisory Services, LLC's portfolio.
Current Value
$59M
Current Shares
414,259
Total Value Change
+$15.1M
Total Shares Change
+31,422
Other major holders of ITOT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.
Increased |
| 414,259 |
+14.9% |
| $59M |
| 0.2% |
| $148.83 |
40 |
| 2025-Q4 | Increased | 360,661 | +1.8% | $53.6M | 0.2% | $149.80 | 36 |
| 2025-Q3 | Decreased | 354,327 | -2.9% | $51.6M | 0.2% | $144.73 | 0 |
| 2025-Q2 | Decreased | 364,809 | -0.1% | $49.3M | 0.2% | $133.52 | 0 |
| 2025-Q1 | Decreased | 365,241 | -6.5% | $44.6M | 0.2% | $120.29 | 0 |
| 2024-Q4 | Increased | 390,695 | +5.6% | $50.3M | 0.3% | $127.50 | 37 |
| 2024-Q3 | Decreased | 370,041 | -3.3% | $46.5M | 0.3% | $123.23 | 0 |
| 2024-Q2 | Increased | 382,837 | +6.7% | $43.9M | 0.2% | $116.52 | 37 |