LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,967,005
+20.5%
178,745
+28.1%
0.01%
+14.3%
Q2 2023$9,929,977
+7.4%
139,530
-2.3%
0.01%0.0%
Q1 2023$9,241,997
+1.2%
142,866
-10.9%
0.01%
-12.5%
Q4 2022$9,130,239
-50.7%
160,292
-49.7%
0.01%
-55.6%
Q3 2022$18,533,000
-7.5%
318,441
-9.8%
0.02%
-5.3%
Q2 2022$20,032,000
+28.6%
353,054
+70.0%
0.02%
+46.2%
Q1 2022$15,581,000
-22.7%
207,635
-13.5%
0.01%
-23.5%
Q4 2021$20,168,000
+20.8%
240,094
+11.2%
0.02%
+6.2%
Q3 2021$16,699,000
+6.6%
216,001
+7.1%
0.02%0.0%
Q2 2021$15,659,000
-2.8%
201,747
-6.3%
0.02%
-15.8%
Q1 2021$16,108,000
+6.7%
215,263
+0.5%
0.02%
-5.0%
Q4 2020$15,098,000
+2.8%
214,156
+264.5%
0.02%
-13.0%
Q3 2020$14,689,000
+24.8%
58,754
+9.3%
0.02%
+9.5%
Q2 2020$11,771,000
+36.6%
53,743
+10.5%
0.02%
+10.5%
Q1 2020$8,620,000
-27.1%
48,657
-6.1%
0.02%
-13.6%
Q4 2019$11,825,000
-3.5%
51,813
-8.0%
0.02%
-12.0%
Q3 2019$12,249,000
+26.2%
56,345
+26.4%
0.02%
+19.0%
Q2 2019$9,706,000
+21.5%
44,580
+14.0%
0.02%
+16.7%
Q1 2019$7,991,000
+3.2%
39,113
-8.6%
0.02%
-14.3%
Q4 2018$7,741,000
-30.4%
42,793
-18.5%
0.02%
-22.2%
Q3 2018$11,120,000
+43.7%
52,517
+31.5%
0.03%
+35.0%
Q2 2018$7,737,000
-14.0%
39,931
-19.1%
0.02%
-20.0%
Q1 2018$8,995,000
-39.8%
49,339
-40.9%
0.02%
-45.7%
Q4 2017$14,954,000
+154.2%
83,424
+132.6%
0.05%
+119.0%
Q3 2017$5,883,000
-40.6%
35,862
-40.5%
0.02%
-44.7%
Q2 2017$9,896,000
+57.6%
60,302
+54.0%
0.04%
-11.6%
Q1 2017$6,280,000
-1.0%
39,163
-6.4%
0.04%
-10.4%
Q4 2016$6,341,000
+21.8%
41,847
+17.8%
0.05%
-2.0%
Q3 2016$5,205,000
+4.1%
35,530
+2.9%
0.05%
+16.7%
Q2 2016$4,999,000
-78.0%
34,528
-78.1%
0.04%
-33.3%
Q1 2016$22,725,000
-34.0%
157,487
-35.0%
0.06%
-33.7%
Q4 2015$34,424,000
+80.5%
242,220
+81.3%
0.10%
-9.5%
Q3 2015$19,067,000
-47.2%
133,615
-46.6%
0.10%
-42.6%
Q2 2015$36,090,000
-3.5%
250,402
-4.0%
0.18%
-4.2%
Q1 2015$37,386,000
+51.8%
260,947
+46.0%
0.19%
+41.5%
Q4 2014$24,623,000
+154.5%
178,741
+126.6%
0.14%
+132.8%
Q3 2014$9,674,000
+85.5%
78,878
+86.8%
0.06%
+93.3%
Q2 2014$5,215,000
-18.6%
42,236
-20.7%
0.03%
-23.1%
Q1 2014$6,406,000
-69.4%
53,257
-69.2%
0.04%
-70.2%
Q4 2013$20,962,000
+30.5%
172,686
+19.6%
0.13%
+22.4%
Q3 2013$16,058,000
+4.5%
144,355
-3.7%
0.11%
-2.7%
Q2 2013$15,365,000149,8310.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Howard Capital Management Inc. 553,352$42,452,0007.56%
PVG ASSET MANAGEMENT CORP 15,722$1,176,477,0003.73%
MinichMacGregor Wealth Management, LLC 133,081$9,958,0003.72%
WJ Wealth Management, LLC 15,470$1,158,0003.60%
First Citizens Financial Corp 57,324$4,290,0003.50%
Sage Advisory Services, Ltd.Co. 174,802$13,072,0003.18%
Quantitative Advantage, LLC 207,573$15,533,0003.01%
SPC Financial, Inc. 300,772$22,507,0002.97%
Cadent Capital Advisors, LLC 75,638$5,660,0002.51%
Stonebridge Financial Planning Group, LLC 52,914$4,107,0002.40%
View complete list of ISHARES TR shareholders