LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,999,234,985
+2.2%
8,017,787
+7.1%
1.40%
+0.1%
Q2 2023$1,956,690,838
+6.2%
7,483,138
+1.6%
1.40%
-2.5%
Q1 2023$1,842,728,125
+3.5%
7,366,198
+0.1%
1.43%
-6.0%
Q4 2022$1,780,413,519
+9.4%
7,360,426
-0.9%
1.52%
-2.9%
Q3 2022$1,627,767,000
+11.8%
7,423,912
+15.3%
1.57%
+13.5%
Q2 2022$1,456,094,000
-14.9%
6,436,345
+1.0%
1.38%
-5.9%
Q1 2022$1,710,055,000
-2.0%
6,372,718
+3.3%
1.47%
+0.3%
Q4 2021$1,745,522,000
+11.4%
6,166,178
+3.5%
1.46%
-0.4%
Q3 2021$1,566,759,000
+4.2%
5,955,674
+6.4%
1.47%
-3.2%
Q2 2021$1,503,593,000
+5.3%
5,595,183
+2.0%
1.52%
-7.4%
Q1 2021$1,427,967,000
+18.9%
5,486,273
+5.0%
1.64%
+5.5%
Q4 2020$1,201,009,000
+31.0%
5,225,642
+5.6%
1.56%
+8.6%
Q3 2020$916,766,000
+2.8%
4,947,202
-1.3%
1.43%
-7.9%
Q2 2020$891,733,000
+18.5%
5,014,810
-4.1%
1.55%
-4.1%
Q1 2020$752,304,000
-33.0%
5,229,421
-4.2%
1.62%
-20.7%
Q4 2019$1,123,019,000
+9.9%
5,456,314
+3.2%
2.04%
-1.8%
Q3 2019$1,022,072,000
-14.5%
5,289,406
-14.1%
2.08%
-18.4%
Q2 2019$1,195,627,000
+6.8%
6,154,776
+4.1%
2.55%
+0.2%
Q1 2019$1,119,813,000
+10.4%
5,912,423
-3.2%
2.54%
-5.7%
Q4 2018$1,014,109,000
-20.3%
6,106,886
-3.4%
2.70%
-11.5%
Q3 2018$1,272,023,000
+13.0%
6,319,355
+9.3%
3.05%
+3.2%
Q2 2018$1,125,660,000
+11.0%
5,779,137
+6.9%
2.96%
+5.9%
Q1 2018$1,013,912,000
+13.4%
5,405,513
+14.8%
2.79%
+2.6%
Q4 2017$893,715,000
+20.0%
4,709,214
+13.1%
2.72%
+3.3%
Q3 2017$745,056,000
+16.2%
4,164,649
+13.0%
2.63%
+8.3%
Q2 2017$641,188,000
+8512.3%
3,686,045
+8339.3%
2.43%
+4664.7%
Q1 2017$7,445,000
+12.8%
43,677
+10.0%
0.05%
+2.0%
Q4 2016$6,600,000
+6.5%
39,712
-2.0%
0.05%
-15.3%
Q3 2016$6,199,000
-3.7%
40,540
-6.5%
0.06%
+9.3%
Q2 2016$6,440,000
-98.4%
43,341
-98.5%
0.05%
-95.3%
Q1 2016$409,352,000
+2.2%
2,883,929
-0.9%
1.14%
+2.6%
Q4 2015$400,372,000
+102.3%
2,909,255
+107.2%
1.11%
+1.8%
Q3 2015$197,926,000
-5.1%
1,404,231
+0.8%
1.09%
+3.0%
Q2 2015$208,617,000
+2.9%
1,393,092
+4.1%
1.06%
+2.2%
Q1 2015$202,715,000
+13.5%
1,338,284
+8.5%
1.04%
+5.9%
Q4 2014$178,553,000
+16.0%
1,233,053
+8.0%
0.98%
+6.4%
Q3 2014$153,991,000
-11.8%
1,141,227
-6.5%
0.92%
-9.7%
Q2 2014$174,554,000
+0.0%
1,219,975
-3.9%
1.02%
-5.2%
Q1 2014$174,518,000
+3.3%
1,269,496
+0.5%
1.07%
+1.7%
Q4 2013$168,994,000
+0.7%
1,262,942
-5.0%
1.06%
-5.6%
Q3 2013$167,863,000
+18.0%
1,328,979
+7.9%
1.12%
+9.3%
Q2 2013$142,225,0001,231,3861.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders