LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 285 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,833,579
+8.6%
104,227
+11.6%
0.03%
+7.7%
Q2 2023$36,675,884
+17.4%
93,354
+1.4%
0.03%
+8.3%
Q1 2023$31,230,102
+19.8%
92,037
-1.1%
0.02%
+9.1%
Q4 2022$26,068,998
+2.3%
93,104
+1.0%
0.02%
-12.0%
Q3 2022$25,471,000
-10.8%
92,149
-5.0%
0.02%
-7.4%
Q2 2022$28,560,000
-28.9%
97,014
-6.1%
0.03%
-22.9%
Q1 2022$40,155,000
-6.2%
103,324
+5.9%
0.04%
-2.8%
Q4 2021$42,831,000
+7.7%
97,560
-1.0%
0.04%
-2.7%
Q3 2021$39,775,000
+9.9%
98,538
+10.0%
0.04%0.0%
Q2 2021$36,183,000
+15.3%
89,567
+3.0%
0.04%
+2.8%
Q1 2021$31,381,000
+39.5%
86,963
+35.2%
0.04%
+24.1%
Q4 2020$22,500,000
+12.5%
64,316
-0.6%
0.03%
-6.5%
Q3 2020$20,006,000
+2.7%
64,731
-7.2%
0.03%
-8.8%
Q2 2020$19,476,000
+55.7%
69,771
+18.2%
0.03%
+25.9%
Q1 2020$12,505,000
-12.2%
59,051
+0.4%
0.03%
+3.8%
Q4 2019$14,247,000
+19.3%
58,837
+6.9%
0.03%
+8.3%
Q3 2019$11,939,000
+25.9%
55,014
+25.1%
0.02%
+20.0%
Q2 2019$9,482,000
+8.1%
43,967
+3.4%
0.02%0.0%
Q1 2019$8,772,000
+11.4%
42,539
-7.2%
0.02%
-4.8%
Q4 2018$7,871,000
-37.2%
45,839
-23.5%
0.02%
-30.0%
Q3 2018$12,540,000
+50.7%
59,893
+38.8%
0.03%
+36.4%
Q2 2018$8,323,000
-8.8%
43,148
-15.2%
0.02%
-12.0%
Q1 2018$9,125,000
+14.2%
50,853
+7.4%
0.02%
+4.2%
Q4 2017$7,992,000
+58.6%
47,348
+45.9%
0.02%
+33.3%
Q3 2017$5,039,000
+10.4%
32,449
+2.8%
0.02%
+5.9%
Q2 2017$4,564,000
+49.0%
31,556
+42.2%
0.02%
-19.0%
Q1 2017$3,064,000
+26.5%
22,194
+14.3%
0.02%
+16.7%
Q4 2016$2,422,000
+19.6%
19,421
+18.0%
0.02%
-5.3%
Q3 2016$2,025,000
+12.8%
16,453
+1.1%
0.02%
+26.7%
Q2 2016$1,795,000
-53.4%
16,281
-53.7%
0.02%
+36.4%
Q1 2016$3,852,000
-55.1%
35,172
-55.7%
0.01%
-54.2%
Q4 2015$8,580,000
+509.4%
79,457
+488.4%
0.02%
+200.0%
Q3 2015$1,408,000
-0.5%
13,505
-1.0%
0.01%
+14.3%
Q2 2015$1,415,000
-3.1%
13,640
-4.4%
0.01%0.0%
Q1 2015$1,461,000
-42.4%
14,264
-42.7%
0.01%
-50.0%
Q4 2014$2,535,000
+106.1%
24,873
+94.3%
0.01%
+100.0%
Q3 2014$1,230,000
-7.4%
12,804
-8.2%
0.01%
-12.5%
Q2 2014$1,328,000
-4.7%
13,950
-9.0%
0.01%
-11.1%
Q1 2014$1,394,000
+12.9%
15,322
+11.1%
0.01%
+12.5%
Q4 2013$1,235,000
+12.7%
13,785
+1.7%
0.01%
+14.3%
Q3 2013$1,096,000
+3.7%
13,557
-4.6%
0.01%
-12.5%
Q2 2013$1,057,00014,2060.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 111,722$31,186,00016.25%
JGP Wealth Management, LLC 111,345$32,485,0009.55%
Mathes Company, Inc. 35,120$9,803,0004.88%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 174,304$48,655,0003.45%
Provident Wealth Management, LLC 11,160$3,115,0003.43%
Brouwer & Janachowski, LLC 65,203$18,201,0003.39%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 55,038$15,363,3073.28%
Destination Wealth Management 200,930$56,088,0003.03%
Equitable Holdings, Inc. 340,050$94,922,0002.73%
Silversage Advisors 9,073$2,344,0002.43%
View complete list of ISHARES TR shareholders