LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,826,806
-1.3%
200,810
+2.4%
0.01%
-11.1%
Q2 2023$11,980,416
+10.9%
196,143
+2.4%
0.01%
+12.5%
Q1 2023$10,802,607
+3.9%
191,502
-3.1%
0.01%
-11.1%
Q4 2022$10,402,097
+5.0%
197,608
-1.5%
0.01%
-10.0%
Q3 2022$9,911,000
-9.8%
200,665
-5.1%
0.01%0.0%
Q2 2022$10,982,000
-23.7%
211,360
-7.8%
0.01%
-16.7%
Q1 2022$14,401,000
-8.0%
229,128
-2.8%
0.01%
-7.7%
Q4 2021$15,660,000
+13.9%
235,804
+4.1%
0.01%0.0%
Q3 2021$13,752,000
+0.9%
226,597
+1.0%
0.01%
-7.1%
Q2 2021$13,632,000
+6.1%
224,435
+291.8%
0.01%
-6.7%
Q1 2021$12,848,000
+1.9%
57,288
-1.5%
0.02%
-6.2%
Q4 2020$12,614,000
+7.3%
58,179
-3.5%
0.02%
-11.1%
Q3 2020$11,758,000
-12.7%
60,295
-21.9%
0.02%
-21.7%
Q2 2020$13,472,000
+20.0%
77,186
+0.7%
0.02%
-4.2%
Q1 2020$11,231,000
-13.8%
76,619
+8.5%
0.02%0.0%
Q4 2019$13,023,000
+7.2%
70,593
-2.4%
0.02%
-4.0%
Q3 2019$12,151,000
-0.9%
72,353
-2.5%
0.02%
-3.8%
Q2 2019$12,260,000
+2.1%
74,241
-1.0%
0.03%
-3.7%
Q1 2019$12,002,000
-1.3%
75,007
-12.1%
0.03%
-15.6%
Q4 2018$12,165,000
-44.1%
85,352
-34.0%
0.03%
-38.5%
Q3 2018$21,770,000
+68.0%
129,334
+53.6%
0.05%
+52.9%
Q2 2018$12,955,000
+3.1%
84,185
+2.7%
0.03%
-2.9%
Q1 2018$12,569,000
-1.4%
81,987
+2.2%
0.04%
-10.3%
Q4 2017$12,747,000
+11.9%
80,220
+6.1%
0.04%
-2.5%
Q3 2017$11,395,000
+18.2%
75,621
+14.8%
0.04%
+8.1%
Q2 2017$9,641,000
+16.3%
65,868
+12.5%
0.04%
-33.9%
Q1 2017$8,290,000
+14.5%
58,532
+7.7%
0.06%
+1.8%
Q4 2016$7,242,000
-2.7%
54,326
-7.0%
0.06%
-22.5%
Q3 2016$7,446,000
+20.2%
58,417
+15.7%
0.07%
+36.5%
Q2 2016$6,196,000
-49.7%
50,495
-51.4%
0.05%
+52.9%
Q1 2016$12,325,000
-28.8%
103,882
-29.3%
0.03%
-29.2%
Q4 2015$17,317,000
+96.0%
146,927
+92.2%
0.05%
-2.0%
Q3 2015$8,833,000
-15.5%
76,463
-11.6%
0.05%
-7.5%
Q2 2015$10,458,000
-3.7%
86,520
-3.9%
0.05%
-3.6%
Q1 2015$10,855,000
+64.1%
90,019
+68.1%
0.06%
+52.8%
Q4 2014$6,614,000
+109.2%
53,545
+93.4%
0.04%
+89.5%
Q3 2014$3,161,000
-19.0%
27,692
-19.2%
0.02%
-17.4%
Q2 2014$3,901,000
+3.2%
34,268
+0.2%
0.02%0.0%
Q1 2014$3,781,000
+2.4%
34,185
-0.2%
0.02%0.0%
Q4 2013$3,692,000
+12.9%
34,240
+6.0%
0.02%
+4.5%
Q3 2013$3,271,000
-3.1%
32,294
-7.8%
0.02%
-8.3%
Q2 2013$3,375,00035,0280.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 92,345$5,604,0003.94%
Brand Asset Management Group, Inc. 71,401$4,333,0002.09%
Equitable Holdings, Inc. 754,868$45,813,0000.78%
West Coast Financial LLC 45,770$2,778,0000.45%
PACIFIC SUN FINANCIAL CORP 9,340$567,0000.33%
LANDAAS & CO /WI /ADV 8,466$514,0000.30%
Red Tortoise LLC 7,232$357,0000.28%
Karn, Couzens & Associates, Inc. 5,932$360,0000.27%
Cadent Capital Advisors, LLC 9,261$562,0000.25%
FLAGSTAR ADVISORS INC 10,889$661,0000.22%
View complete list of ISHARES TR shareholders