LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,051,400
+12.3%
396,660
+16.6%
0.02%
+11.1%
Q2 2023$25,878,672
+27.3%
340,240
+17.3%
0.02%
+12.5%
Q1 2023$20,324,991
+59.5%
290,108
+45.8%
0.02%
+45.5%
Q4 2022$12,746,779
+21.6%
199,013
+13.0%
0.01%
+10.0%
Q3 2022$10,480,000
-0.3%
176,073
+7.3%
0.01%0.0%
Q2 2022$10,512,000
-19.1%
164,074
-4.0%
0.01%
-9.1%
Q1 2022$12,992,000
+27.2%
170,839
+30.5%
0.01%
+22.2%
Q4 2021$10,210,000
+30.8%
130,875
+19.3%
0.01%
+28.6%
Q3 2021$7,805,000
+17.7%
109,710
+17.4%
0.01%0.0%
Q2 2021$6,632,000
+7.6%
93,425
+0.1%
0.01%0.0%
Q1 2021$6,163,000
+9.9%
93,367
+4.8%
0.01%0.0%
Q4 2020$5,606,000
+32.3%
89,104
+18.4%
0.01%0.0%
Q3 2020$4,236,000
+48.1%
75,231
+38.8%
0.01%
+40.0%
Q2 2020$2,860,000
+42.1%
54,184
+20.2%
0.01%
+25.0%
Q1 2020$2,013,000
-45.5%
45,079
-34.2%
0.00%
-42.9%
Q4 2019$3,696,000
+89.6%
68,525
+73.9%
0.01%
+75.0%
Q3 2019$1,949,000
-5.4%
39,415
-6.6%
0.00%0.0%
Q2 2019$2,060,000
-66.6%
42,180
-67.5%
0.00%
-71.4%
Q1 2019$6,175,000
+250.3%
129,860
+212.4%
0.01%
+180.0%
Q4 2018$1,763,000
-7.1%
41,571
+6.9%
0.01%0.0%
Q3 2018$1,897,000
-9.3%
38,873
-14.8%
0.01%0.0%
Q2 2018$2,092,000
+6.6%
45,628
+112.2%
0.01%0.0%
Q1 2018$1,962,000
+11.2%
21,504
+12.9%
0.01%0.0%
Q4 2017$1,765,000
-12.6%
19,055
-16.8%
0.01%
-28.6%
Q3 2017$2,020,000
+7.4%
22,894
+2.5%
0.01%0.0%
Q2 2017$1,881,000
+14.6%
22,336
+11.1%
0.01%
-36.4%
Q1 2017$1,641,000
+9.8%
20,096
+4.1%
0.01%0.0%
Q4 2016$1,494,000
+10.3%
19,309
+6.7%
0.01%
-15.4%
Q3 2016$1,355,000
+2.0%
18,104
-3.2%
0.01%
+18.2%
Q2 2016$1,329,000
-62.2%
18,695
-62.3%
0.01%
+10.0%
Q1 2016$3,515,000
-19.2%
49,628
-18.4%
0.01%
-16.7%
Q4 2015$4,350,000
+103.2%
60,834
+104.1%
0.01%0.0%
Q3 2015$2,141,000
+4.2%
29,808
+8.6%
0.01%
+20.0%
Q2 2015$2,054,000
-25.2%
27,452
-23.1%
0.01%
-28.6%
Q1 2015$2,745,000
-9.4%
35,718
-10.2%
0.01%
-17.6%
Q4 2014$3,031,000
+13.1%
39,762
+13.6%
0.02%
+6.2%
Q3 2014$2,680,000
-25.5%
35,014
-23.4%
0.02%
-23.8%
Q2 2014$3,598,000
-2.8%
45,697
-3.9%
0.02%
-8.7%
Q1 2014$3,702,000
-9.8%
47,544
-10.6%
0.02%
-11.5%
Q4 2013$4,106,000
+19.2%
53,160
+13.3%
0.03%
+13.0%
Q3 2013$3,444,000
+33.6%
46,929
+23.0%
0.02%
+21.1%
Q2 2013$2,578,00038,1560.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tower Wealth Partners, Inc. 126,838$9,289,6157.64%
Flagship Private Wealth, LLC 108,359$7,936,1786.99%
Kaye Capital Management 171,178$12,537,0675.75%
Amplius Wealth Advisors, LLC 582,238$42,644,2165.72%
Drake & Associates, LLC 149,797$10,971,1594.97%
Asset Allocation Strategies LLC 134,037$9,816,8604.53%
Bluesphere Advisors, LLC 82,884$6,070,4244.37%
WADDELL & ASSOCIATES, LLC 391,819$28,696,8574.20%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 90,723$6,644,5533.19%
Beaumont Financial Advisors, LLC 396,033$29,005,4432.90%
View complete list of ISHARES TR shareholders