LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 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$13,286,307
-10.8%
180,570
-0.9%
0.01%
-18.2%
Q2 2023$14,892,051
-24.2%
182,166
-22.4%
0.01%
-26.7%
Q1 2023$19,645,365
+3.7%
234,684
+7.2%
0.02%
-6.2%
Q4 2022$18,949,853
+6.3%
218,972
-0.4%
0.02%
-5.9%
Q3 2022$17,829,000
-0.7%
219,760
+4.7%
0.02%0.0%
Q2 2022$17,960,000
-6.5%
209,815
-0.6%
0.02%0.0%
Q1 2022$19,213,000
+7.0%
211,130
+4.0%
0.02%
+13.3%
Q4 2021$17,950,000
+25.8%
202,991
+12.3%
0.02%
+15.4%
Q3 2021$14,272,000
+2.7%
180,789
+2.1%
0.01%
-7.1%
Q2 2021$13,901,000
-9.7%
177,083
-8.5%
0.01%
-22.2%
Q1 2021$15,391,000
+4.1%
193,450
+1.6%
0.02%
-5.3%
Q4 2020$14,778,000
+2.0%
190,436
+92.0%
0.02%
-17.4%
Q3 2020$14,485,000
+1.6%
99,200
-2.5%
0.02%
-8.0%
Q2 2020$14,258,000
-17.2%
101,699
-18.5%
0.02%
-32.4%
Q1 2020$17,228,000
-10.3%
124,757
+5.2%
0.04%
+5.7%
Q4 2019$19,214,000
-2.4%
118,566
-1.9%
0.04%
-12.5%
Q3 2019$19,686,000
+23.5%
120,885
+14.4%
0.04%
+17.6%
Q2 2019$15,934,000
+12.2%
105,672
+9.6%
0.03%
+6.2%
Q1 2019$14,203,000
+4.6%
96,415
-4.7%
0.03%
-11.1%
Q4 2018$13,574,000
+17.3%
101,132
+17.2%
0.04%
+28.6%
Q3 2018$11,568,000
+20.0%
86,284
+18.1%
0.03%
+12.0%
Q2 2018$9,642,000
+3.2%
73,078
-0.3%
0.02%
-3.8%
Q1 2018$9,339,000
-7.5%
73,279
-3.5%
0.03%
-16.1%
Q4 2017$10,092,000
-11.6%
75,956
-11.6%
0.03%
-22.5%
Q3 2017$11,421,000
+5.9%
85,927
+3.6%
0.04%
-2.4%
Q2 2017$10,788,000
+1.0%
82,966
-0.3%
0.04%
-43.8%
Q1 2017$10,680,000
+24.6%
83,175
+17.9%
0.07%
+12.3%
Q4 2016$8,569,000
-9.3%
70,565
-11.7%
0.06%
-27.8%
Q3 2016$9,450,000
-61.6%
79,890
-57.1%
0.09%
-56.7%
Q2 2016$24,621,000
-31.2%
186,089
-36.9%
0.21%
+108.0%
Q1 2016$35,800,000
+142.0%
294,915
+116.0%
0.10%
+143.9%
Q4 2015$14,796,000
+180.0%
136,554
+183.4%
0.04%
+41.4%
Q3 2015$5,284,000
-49.0%
48,178
-50.8%
0.03%
-44.2%
Q2 2015$10,352,000
-10.5%
97,856
-5.4%
0.05%
-11.9%
Q1 2015$11,566,000
-45.0%
103,433
-41.8%
0.06%
-48.7%
Q4 2014$21,020,000
+237.8%
177,732
+201.9%
0.12%
+210.8%
Q3 2014$6,223,000
-81.0%
58,867
-80.0%
0.04%
-80.5%
Q2 2014$32,700,000
+22.2%
293,620
+14.4%
0.19%
+15.9%
Q1 2014$26,750,000
+299.2%
256,746
+267.1%
0.16%
+290.5%
Q4 2013$6,701,000
-10.5%
69,933
-11.3%
0.04%
-16.0%
Q3 2013$7,490,000
+4.2%
78,808
+3.7%
0.05%
-3.8%
Q2 2013$7,185,00075,9670.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders