LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 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$26,380,967
-3.4%
261,482
+1.5%
0.02%
-10.0%
Q2 2023$27,321,671
-8.6%
257,654
-13.7%
0.02%
-13.0%
Q1 2023$29,907,341
+3.9%
298,596
+0.1%
0.02%
-8.0%
Q4 2022$28,787,405
+15.0%
298,439
-0.2%
0.02%
+4.2%
Q3 2022$25,042,000
-9.8%
298,898
-5.1%
0.02%
-7.7%
Q2 2022$27,748,000
-23.1%
314,858
-8.0%
0.03%
-16.1%
Q1 2022$36,069,000
-7.9%
342,112
-1.5%
0.03%
-6.1%
Q4 2021$39,163,000
+9.4%
347,375
+4.0%
0.03%
-2.9%
Q3 2021$35,791,000
-3.2%
333,993
+0.4%
0.03%
-8.1%
Q2 2021$36,964,000
+26.9%
332,646
+20.7%
0.04%
+12.1%
Q1 2021$29,139,000
+54.7%
275,706
+42.1%
0.03%
+37.5%
Q4 2020$18,833,000
+27.6%
193,955
+119.6%
0.02%
+4.3%
Q3 2020$14,763,000
-3.9%
88,319
-13.3%
0.02%
-14.8%
Q2 2020$15,359,000
+12.3%
101,844
-7.5%
0.03%
-6.9%
Q1 2020$13,671,000
-42.9%
110,071
-22.9%
0.03%
-34.1%
Q4 2019$23,947,000
+20.8%
142,847
+14.5%
0.04%
+10.0%
Q3 2019$19,822,000
+8.3%
124,805
+8.0%
0.04%
+2.6%
Q2 2019$18,296,000
+9.5%
115,608
+5.0%
0.04%
+2.6%
Q1 2019$16,713,000
+18.1%
110,114
+0.0%
0.04%0.0%
Q4 2018$14,147,000
-27.9%
110,070
-12.4%
0.04%
-19.1%
Q3 2018$19,611,000
-4.1%
125,607
-11.8%
0.05%
-13.0%
Q2 2018$20,456,000
-21.4%
142,351
-20.7%
0.05%
-25.0%
Q1 2018$26,030,000
+14.9%
179,479
+16.8%
0.07%
+4.3%
Q4 2017$22,651,000
+49.6%
153,688
+40.6%
0.07%
+30.2%
Q3 2017$15,140,000
+18.8%
109,283
+12.7%
0.05%
+10.4%
Q2 2017$12,746,000
+21.8%
96,926
+16.1%
0.05%
-32.4%
Q1 2017$10,464,000
-20.1%
83,496
-22.6%
0.07%
-29.0%
Q4 2016$13,101,000
-14.7%
107,825
-20.5%
0.10%
-31.5%
Q3 2016$15,351,000
+155.0%
135,598
+147.2%
0.15%
+186.3%
Q2 2016$6,021,000
-77.0%
54,846
-77.8%
0.05%
-30.1%
Q1 2016$26,182,000
+152.1%
247,378
+141.7%
0.07%
+151.7%
Q4 2015$10,386,000
+96.3%
102,346
+94.1%
0.03%0.0%
Q3 2015$5,291,000
-10.2%
52,727
-5.8%
0.03%
-3.3%
Q2 2015$5,889,000
-77.8%
56,001
-77.4%
0.03%
-77.9%
Q1 2015$26,533,000
+139.9%
247,600
+138.6%
0.14%
+123.0%
Q4 2014$11,061,000
-1.0%
103,770
-7.8%
0.06%
-9.0%
Q3 2014$11,168,000
+92.5%
112,488
+100.8%
0.07%
+97.1%
Q2 2014$5,803,000
-18.5%
56,013
-20.9%
0.03%
-22.7%
Q1 2014$7,123,000
-65.8%
70,796
-65.5%
0.04%
-66.2%
Q4 2013$20,822,000
+43.9%
205,388
+30.0%
0.13%
+35.4%
Q3 2013$14,474,000
+338.9%
157,978
+297.2%
0.10%
+300.0%
Q2 2013$3,298,00039,7690.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders