LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,117,290
-5.4%
104,225
-3.4%
0.01%
-8.3%
Q2 2023$17,044,063
+5.3%
107,881
+0.6%
0.01%
-7.7%
Q1 2023$16,189,447
-1.4%
107,244
+2.9%
0.01%
-7.1%
Q4 2022$16,412,721
+7.8%
104,195
-3.4%
0.01%
-6.7%
Q3 2022$15,227,000
-12.5%
107,810
-8.2%
0.02%
-11.8%
Q2 2022$17,398,000
-27.0%
117,377
-11.2%
0.02%
-15.0%
Q1 2022$23,823,000
-3.4%
132,107
+3.4%
0.02%
-4.8%
Q4 2021$24,664,000
+8.0%
127,739
+5.2%
0.02%0.0%
Q3 2021$22,840,000
-9.2%
121,374
-10.6%
0.02%
-16.0%
Q2 2021$25,147,000
+28.1%
135,760
+18.4%
0.02%
+8.7%
Q1 2021$19,633,000
+20.8%
114,632
+5.9%
0.02%
+9.5%
Q4 2020$16,247,000
-75.5%
108,274
-80.1%
0.02%
-79.6%
Q3 2020$66,264,000
+7.2%
543,056
+4.9%
0.10%
-4.6%
Q2 2020$61,841,000
+490.3%
517,929
+407.6%
0.11%
+369.6%
Q1 2020$10,476,000
-47.8%
102,040
-22.8%
0.02%
-37.8%
Q4 2019$20,067,000
+13.3%
132,178
+1.8%
0.04%
+2.8%
Q3 2019$17,711,000
+17.6%
129,818
+15.4%
0.04%
+12.5%
Q2 2019$15,059,000
+12.4%
112,471
+4.8%
0.03%
+6.7%
Q1 2019$13,398,000
+8.6%
107,349
-2.3%
0.03%
-9.1%
Q4 2018$12,334,000
-29.3%
109,860
-16.0%
0.03%
-21.4%
Q3 2018$17,436,000
+3.8%
130,813
+1.0%
0.04%
-4.5%
Q2 2018$16,793,000
-3.5%
129,554
-2.5%
0.04%
-8.3%
Q1 2018$17,400,000
-12.3%
132,865
-12.6%
0.05%
-20.0%
Q4 2017$19,831,000
-11.9%
152,022
-19.1%
0.06%
-25.0%
Q3 2017$22,512,000
+11.7%
187,818
+5.6%
0.08%
+5.3%
Q2 2017$20,163,000
+15.9%
177,853
+11.2%
0.08%
-35.6%
Q1 2017$17,401,000
+22.9%
159,979
+21.5%
0.12%
+9.3%
Q4 2016$14,163,000
+234.0%
131,712
+173.2%
0.11%
+170.0%
Q3 2016$4,240,000
-3.0%
48,215
-13.0%
0.04%
+8.1%
Q2 2016$4,371,000
-52.9%
55,416
-52.2%
0.04%
+42.3%
Q1 2016$9,287,000
-12.2%
115,976
-3.7%
0.03%
-10.3%
Q4 2015$10,575,000
+64.8%
120,453
+64.3%
0.03%
-17.1%
Q3 2015$6,417,000
+52.1%
73,300
+63.6%
0.04%
+66.7%
Q2 2015$4,218,000
+30.6%
44,797
+23.8%
0.02%
+31.2%
Q1 2015$3,229,000
-6.5%
36,182
-3.8%
0.02%
-15.8%
Q4 2014$3,454,000
+0.6%
37,615
-6.9%
0.02%
-5.0%
Q3 2014$3,432,000
-11.7%
40,405
-12.3%
0.02%
-13.0%
Q2 2014$3,888,000
-80.5%
46,053
-80.4%
0.02%
-81.1%
Q1 2014$19,906,000
+5.2%
234,493
+3.8%
0.12%
+3.4%
Q4 2013$18,921,000
+12.8%
225,953
+2.3%
0.12%
+5.4%
Q3 2013$16,771,000
+31.3%
220,869
+23.7%
0.11%
+21.7%
Q2 2013$12,775,000178,6200.09%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders