LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$69,564,330
-21.0%
962,961
-17.9%
0.05%
-22.2%
Q2 2023$88,018,729
+39.6%
1,173,583
+33.1%
0.06%
+28.6%
Q1 2023$63,062,533
+10.8%
881,870
+5.9%
0.05%0.0%
Q4 2022$56,893,489
+10.4%
832,994
+1.8%
0.05%
-2.0%
Q3 2022$51,555,000
-1.0%
818,073
+0.1%
0.05%
+2.0%
Q2 2022$52,091,000
-20.7%
817,367
-3.8%
0.05%
-12.5%
Q1 2022$65,650,000
-35.4%
849,613
-28.7%
0.06%
-34.1%
Q4 2021$101,607,000
+9.0%
1,191,726
+1.3%
0.08%
-3.4%
Q3 2021$93,184,000
+2.5%
1,176,710
+4.8%
0.09%
-4.3%
Q2 2021$90,894,000
+7.8%
1,123,114
+4.4%
0.09%
-5.2%
Q1 2021$84,313,000
-3.1%
1,075,829
-10.7%
0.10%
-14.2%
Q4 2020$87,021,000
+35.7%
1,204,940
+349.3%
0.11%
+13.0%
Q3 2020$64,138,000
+12.3%
268,157
+5.2%
0.10%
+1.0%
Q2 2020$57,097,000
+17.6%
254,875
-6.3%
0.10%
-5.7%
Q1 2020$48,534,000
-20.6%
271,962
+5.9%
0.10%
-5.4%
Q4 2019$61,149,000
-19.3%
256,808
-24.2%
0.11%
-27.9%
Q3 2019$75,794,000
+26.0%
338,578
+27.3%
0.15%
+20.3%
Q2 2019$60,169,000
+3.9%
265,915
+0.6%
0.13%
-3.0%
Q1 2019$57,924,000
+15.5%
264,372
+0.8%
0.13%
-0.8%
Q4 2018$50,145,000
-41.8%
262,222
-29.1%
0.13%
-35.7%
Q3 2018$86,196,000
-16.1%
370,036
-19.1%
0.21%
-23.3%
Q2 2018$102,756,000
-10.7%
457,139
-13.3%
0.27%
-14.8%
Q1 2018$115,060,000
+124.3%
527,000
+121.7%
0.32%
+103.2%
Q4 2017$51,299,000
-7.6%
237,681
-13.4%
0.16%
-20.4%
Q3 2017$55,524,000
+49.2%
274,382
+45.0%
0.20%
+39.0%
Q2 2017$37,216,000
+1.8%
189,281
-1.6%
0.14%
-43.4%
Q1 2017$36,563,000
+2.3%
192,325
-1.6%
0.25%
-8.5%
Q4 2016$35,729,000
+12.7%
195,412
+6.5%
0.27%
-9.6%
Q3 2016$31,704,000
-15.0%
183,452
-16.9%
0.30%
-4.4%
Q2 2016$37,318,000
-37.7%
220,817
-40.8%
0.32%
+88.6%
Q1 2016$59,942,000
-46.5%
373,049
-47.2%
0.17%
-46.3%
Q4 2015$111,976,000
+13.6%
706,298
+15.7%
0.31%
-42.7%
Q3 2015$98,590,000
-31.0%
610,273
-27.5%
0.54%
-25.0%
Q2 2015$142,872,000
+5.2%
842,255
+5.9%
0.72%
+4.5%
Q1 2015$135,768,000
+370.0%
794,989
+339.4%
0.69%
+338.6%
Q4 2014$28,889,000
+8.2%
180,928
+1.2%
0.16%
-0.6%
Q3 2014$26,690,000
-6.5%
178,756
-1.6%
0.16%
-4.2%
Q2 2014$28,549,000
-4.4%
181,747
-6.9%
0.17%
-9.3%
Q1 2014$29,855,000
-35.7%
195,231
-36.9%
0.18%
-36.9%
Q4 2013$46,434,000
+13.0%
309,171
+6.1%
0.29%
+5.8%
Q3 2013$41,091,000
+21.3%
291,320
+10.8%
0.27%
+12.8%
Q2 2013$33,876,000262,9480.24%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders