LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$106,180,631
-9.5%
393,160
-6.1%
0.07%
-11.9%
Q2 2023$117,357,197
+7.5%
418,756
+4.7%
0.08%
-1.2%
Q1 2023$109,194,578
-2.8%
399,892
+0.9%
0.08%
-11.5%
Q4 2022$112,397,085
+18.8%
396,169
+5.9%
0.10%
+5.5%
Q3 2022$94,633,000
+11.3%
374,044
+18.4%
0.09%
+12.3%
Q2 2022$84,988,000
-1.3%
316,035
+6.0%
0.08%
+9.5%
Q1 2022$86,095,000
+25.3%
298,125
+30.4%
0.07%
+27.6%
Q4 2021$68,684,000
+12.8%
228,664
+3.6%
0.06%
+1.8%
Q3 2021$60,875,000
+9.0%
220,626
+7.8%
0.06%
+1.8%
Q2 2021$55,853,000
+7.7%
204,701
-0.3%
0.06%
-6.7%
Q1 2021$51,844,000
+5.4%
205,371
+2.7%
0.06%
-6.2%
Q4 2020$49,181,000
+13.1%
199,996
+4.5%
0.06%
-5.9%
Q3 2020$43,475,000
+2.1%
191,351
-3.1%
0.07%
-8.1%
Q2 2020$42,577,000
+31.4%
197,446
+14.5%
0.07%
+5.7%
Q1 2020$32,395,000
-18.4%
172,500
-6.3%
0.07%
-2.8%
Q4 2019$39,719,000
+18.6%
184,122
+3.9%
0.07%
+5.9%
Q3 2019$33,500,000
-3.7%
177,202
-0.5%
0.07%
-8.1%
Q2 2019$34,770,000
-11.1%
178,060
-11.7%
0.07%
-16.9%
Q1 2019$39,092,000
-2.1%
201,735
-8.6%
0.09%
-16.0%
Q4 2018$39,923,000
-1.5%
220,799
+10.5%
0.11%
+9.3%
Q3 2018$40,534,000
+37.4%
199,772
+20.7%
0.10%
+26.0%
Q2 2018$29,503,000
+0.6%
165,577
-2.6%
0.08%
-4.9%
Q1 2018$29,332,000
+2.7%
169,933
+3.7%
0.08%
-6.9%
Q4 2017$28,555,000
-3.8%
163,890
-5.1%
0.09%
-17.1%
Q3 2017$29,670,000
+14.4%
172,639
+10.7%
0.10%
+7.1%
Q2 2017$25,936,000
-6.2%
155,994
-12.1%
0.10%
-47.9%
Q1 2017$27,653,000
+20.9%
177,455
+13.1%
0.19%
+8.0%
Q4 2016$22,865,000
-4.9%
156,935
-2.2%
0.17%
-23.7%
Q3 2016$24,042,000
-1.2%
160,470
-0.5%
0.23%
+10.7%
Q2 2016$24,337,000
-53.0%
161,276
-55.8%
0.21%
+43.1%
Q1 2016$51,814,000
-7.5%
364,757
-3.8%
0.14%
-7.1%
Q4 2015$56,039,000
+41.5%
379,054
+38.4%
0.16%
-28.9%
Q3 2015$39,600,000
-38.6%
273,877
-32.3%
0.22%
-33.3%
Q2 2015$64,524,000
+10.4%
404,740
+5.6%
0.33%
+9.7%
Q1 2015$58,438,000
+52.7%
383,325
+44.4%
0.30%
+41.9%
Q4 2014$38,272,000
-6.8%
265,540
-14.0%
0.21%
-14.3%
Q3 2014$41,076,000
+36.0%
308,915
+31.2%
0.24%
+39.2%
Q2 2014$30,196,000
-13.7%
235,523
-17.2%
0.18%
-18.1%
Q1 2014$34,977,000
+37.9%
284,297
+30.6%
0.22%
+36.1%
Q4 2013$25,367,000
+25.4%
217,758
+16.8%
0.16%
+17.0%
Q3 2013$20,236,000
+8.2%
186,424
-0.1%
0.14%
+0.7%
Q2 2013$18,705,000186,6920.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 94,980$25,651,2496.98%
Sowa Financial Group, Inc. 34,404$9,2926.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 42,634$11,514,1686.10%
First Citizens Financial Corp 21,694$5,858,8994.13%
HC Advisors, LLC 15,817$4,271,6972.54%
ETFIDEA, LLC 20,177$5,449,2792.31%
MRA Advisory Group 11,633$3,141,6722.24%
Oakworth Capital, Inc. 78,780$21,275,8101.93%
FINANCIAL LIFE ADVISORS 14,296$3,862,1311.66%
Mine & Arao Wealth Creation & Management, LLC. 9,603$2,593,3891.58%
View complete list of ISHARES TR shareholders