LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$298,602,144
-3.4%
1,940,992
+1.3%
0.21%
-5.4%
Q2 2023$309,004,345
+4.5%
1,917,019
-1.6%
0.22%
-3.9%
Q1 2023$295,761,462
+7.7%
1,948,876
+2.9%
0.23%
-2.1%
Q4 2022$274,691,280
+17.4%
1,893,509
+4.0%
0.24%
+4.0%
Q3 2022$234,001,000
-15.6%
1,820,739
-9.7%
0.23%
-14.1%
Q2 2022$277,109,000
-8.1%
2,015,928
+4.1%
0.26%
+1.5%
Q1 2022$301,475,000
+11.0%
1,936,010
+11.7%
0.26%
+13.6%
Q4 2021$271,482,000
+8.0%
1,733,272
+0.2%
0.23%
-3.4%
Q3 2021$251,483,000
+5.3%
1,729,357
+6.9%
0.24%
-2.5%
Q2 2021$238,884,000
+7.4%
1,618,015
+2.7%
0.24%
-5.5%
Q1 2021$222,504,000
+18.9%
1,575,359
+7.8%
0.26%
+5.8%
Q4 2020$187,095,000
+33.5%
1,461,448
+17.3%
0.24%
+10.5%
Q3 2020$140,095,000
-41.1%
1,245,845
-43.3%
0.22%
-47.1%
Q2 2020$237,688,000
+6.3%
2,196,545
-5.5%
0.41%
-14.1%
Q1 2020$223,607,000
-32.1%
2,323,191
-8.2%
0.48%
-19.5%
Q4 2019$329,116,000
+8.7%
2,529,909
-0.4%
0.60%
-2.8%
Q3 2019$302,659,000
+8.6%
2,540,362
+6.2%
0.62%
+3.7%
Q2 2019$278,809,000
+6.9%
2,391,775
+3.4%
0.59%
+0.2%
Q1 2019$260,904,000
+4.8%
2,314,207
-6.0%
0.59%
-10.4%
Q4 2018$249,049,000
-6.9%
2,462,421
+6.6%
0.66%
+3.3%
Q3 2018$267,484,000
+1.1%
2,309,079
-3.9%
0.64%
-7.8%
Q2 2018$264,582,000
+1.7%
2,402,453
+0.9%
0.70%
-3.1%
Q1 2018$260,280,000
+34.6%
2,380,469
+40.7%
0.72%
+21.9%
Q4 2017$193,315,000
+39.0%
1,692,187
+31.3%
0.59%
+19.8%
Q3 2017$139,074,000
-3.1%
1,288,796
-5.7%
0.49%
-9.7%
Q2 2017$143,462,000
-14.5%
1,366,829
-15.4%
0.54%
-52.4%
Q1 2017$167,722,000
+11.4%
1,615,977
+9.7%
1.14%
-0.3%
Q4 2016$150,559,000
+85.2%
1,473,039
+70.6%
1.14%
+48.3%
Q3 2016$81,280,000
+1.4%
863,392
-0.3%
0.77%
+14.0%
Q2 2016$80,176,000
-44.2%
866,205
-46.3%
0.68%
+69.2%
Q1 2016$143,637,000
-1.8%
1,614,259
-3.2%
0.40%
-1.5%
Q4 2015$146,250,000
+115.2%
1,667,241
+113.4%
0.41%
+8.6%
Q3 2015$67,973,000
-7.0%
781,210
-1.3%
0.37%
+0.8%
Q2 2015$73,108,000
+3.4%
791,724
+3.3%
0.37%
+2.8%
Q1 2015$70,728,000
-56.8%
766,534
-56.1%
0.36%
-59.8%
Q4 2014$163,880,000
-3.0%
1,747,679
-7.9%
0.90%
-10.9%
Q3 2014$168,875,000
+13.0%
1,898,326
+14.7%
1.01%
+15.7%
Q2 2014$149,400,000
+163.6%
1,654,854
+153.7%
0.87%
+150.0%
Q1 2014$56,678,000
-3.4%
652,223
-5.0%
0.35%
-4.9%
Q4 2013$58,691,000
+12.1%
686,770
+4.8%
0.37%
+4.9%
Q3 2013$52,360,000
-54.9%
655,076
-57.3%
0.35%
-58.2%
Q2 2013$116,129,0001,532,6550.84%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 427,525$62,170,00022.52%
LPWM LLC 227,077$33,473,00019.88%
Halpern Financial, Inc. 203,252$29,556,91113.70%
LVZ, Inc. 592,030$86,093,00012.32%
Praetorian Wealth Management, Inc. 226,051$32,872,00011.14%
Powell Investment Advisors, LLC 121,850$17,719,00010.94%
FINANCIAL LIFE ADVISORS 160,547$23,347,0009.77%
MMA ASSET MANAGEMENT LLC 87,714$12,755,0009.74%
AMARILLO NATIONAL BANK 318,313$46,289,0009.62%
Strategic Wealth Partners Group, LLC 346,583$50,400,0009.60%
View complete list of ISHARES TR shareholders