LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,482,388
-9.4%
53,396
-3.2%
0.01%
-10.0%
Q2 2023$13,781,648
+2.1%
55,166
-6.9%
0.01%
-9.1%
Q1 2023$13,500,271
+14.0%
59,253
+6.8%
0.01%
+10.0%
Q4 2022$11,846,258
-26.2%
55,473
-32.0%
0.01%
-33.3%
Q3 2022$16,046,000
-21.2%
81,632
-14.6%
0.02%
-21.1%
Q2 2022$20,357,000
-59.0%
95,618
-48.0%
0.02%
-55.8%
Q1 2022$49,654,000
+49.0%
183,939
+52.7%
0.04%
+53.6%
Q4 2021$33,314,000
+59.7%
120,496
+40.5%
0.03%
+40.0%
Q3 2021$20,858,000
+19.8%
85,771
+28.0%
0.02%
+11.1%
Q2 2021$17,415,000
-7.0%
66,990
-7.9%
0.02%
-18.2%
Q1 2021$18,732,000
+46.0%
72,710
+25.0%
0.02%
+29.4%
Q4 2020$12,829,000
+40.0%
58,169
+26.2%
0.02%
+21.4%
Q3 2020$9,166,000
+43.4%
46,078
+17.3%
0.01%
+27.3%
Q2 2020$6,390,000
+31.0%
39,288
+11.3%
0.01%0.0%
Q1 2020$4,879,000
-42.8%
35,300
-19.1%
0.01%
-31.2%
Q4 2019$8,528,000
+2.0%
43,608
-2.9%
0.02%
-5.9%
Q3 2019$8,360,000
-11.5%
44,910
-10.6%
0.02%
-15.0%
Q2 2019$9,449,000
-5.5%
50,212
-6.0%
0.02%
-13.0%
Q1 2019$10,001,000
+22.1%
53,410
+7.6%
0.02%
+4.5%
Q4 2018$8,192,000
-29.5%
49,645
-12.7%
0.02%
-21.4%
Q3 2018$11,628,000
+16.6%
56,849
+6.1%
0.03%
+7.7%
Q2 2018$9,974,000
-2.1%
53,560
-1.7%
0.03%
-7.1%
Q1 2018$10,187,000
-9.5%
54,469
-7.3%
0.03%
-17.6%
Q4 2017$11,259,000
+3.8%
58,752
-3.4%
0.03%
-10.5%
Q3 2017$10,852,000
+10.3%
60,821
+6.4%
0.04%
+2.7%
Q2 2017$9,838,000
-10.6%
57,175
-15.1%
0.04%
-50.7%
Q1 2017$11,003,000
-2.1%
67,317
-2.7%
0.08%
-11.8%
Q4 2016$11,240,000
+32.5%
69,199
+18.4%
0.08%
+4.9%
Q3 2016$8,484,000
-7.2%
58,430
-14.6%
0.08%
+5.2%
Q2 2016$9,144,000
-66.7%
68,420
-65.3%
0.08%
+1.3%
Q1 2016$27,483,000
-56.7%
197,325
-58.9%
0.08%
-56.8%
Q4 2015$63,444,000
+8.8%
480,200
+19.1%
0.18%
-45.2%
Q3 2015$58,320,000
-5.0%
403,044
-5.0%
0.32%
+3.2%
Q2 2015$61,386,000
-24.6%
424,287
-19.0%
0.31%
-25.2%
Q1 2015$81,378,000
-11.4%
523,532
-6.5%
0.42%
-17.3%
Q4 2014$91,858,000
+136.8%
559,870
+112.3%
0.50%
+117.7%
Q3 2014$38,787,000
+36.0%
263,728
+36.0%
0.23%
+39.2%
Q2 2014$28,511,000
+75.1%
193,936
+61.4%
0.17%
+66.0%
Q1 2014$16,280,000
-15.2%
120,191
-17.4%
0.10%
-16.7%
Q4 2013$19,201,000
+49.0%
145,572
+34.3%
0.12%
+39.5%
Q3 2013$12,884,000
+0.2%
108,366
-7.4%
0.09%
-6.5%
Q2 2013$12,854,000116,9740.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders