LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 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$48,570,078
+3.7%
260,415
+11.4%
0.03%
+3.0%
Q2 2023$46,829,487
+21.2%
233,808
+20.5%
0.03%
+10.0%
Q1 2023$38,645,601
-22.2%
193,975
-20.8%
0.03%
-30.2%
Q4 2022$49,684,334
+41.6%
245,016
+25.5%
0.04%
+26.5%
Q3 2022$35,097,000
+21.4%
195,170
+31.6%
0.03%
+25.9%
Q2 2022$28,910,000
+196.5%
148,294
+204.7%
0.03%
+237.5%
Q1 2022$9,751,000
+23.4%
48,662
+23.2%
0.01%
+14.3%
Q4 2021$7,904,000
+10.8%
39,485
-0.6%
0.01%0.0%
Q3 2021$7,133,000
+3.3%
39,718
+5.8%
0.01%0.0%
Q2 2021$6,905,000
-35.9%
37,552
-38.3%
0.01%
-41.7%
Q1 2021$10,773,000
+53.4%
60,865
+50.3%
0.01%
+33.3%
Q4 2020$7,023,0000.0%40,499
-13.9%
0.01%
-18.2%
Q3 2020$7,023,000
+81.0%
47,026
+54.6%
0.01%
+57.1%
Q2 2020$3,880,000
-7.5%
30,421
-21.6%
0.01%
-22.2%
Q1 2020$4,196,000
+10.2%
38,782
+35.6%
0.01%
+28.6%
Q4 2019$3,809,000
+21.1%
28,601
+15.0%
0.01%
+16.7%
Q3 2019$3,146,000
+7.7%
24,868
+3.4%
0.01%0.0%
Q2 2019$2,922,000
-3.2%
24,052
-4.9%
0.01%
-14.3%
Q1 2019$3,020,000
+10.4%
25,280
-1.7%
0.01%0.0%
Q4 2018$2,736,000
-26.7%
25,707
-18.2%
0.01%
-22.2%
Q3 2018$3,735,000
+7.5%
31,421
+7.0%
0.01%0.0%
Q2 2018$3,473,000
+4.2%
29,367
+4.8%
0.01%0.0%
Q1 2018$3,333,000
-18.5%
28,028
-13.1%
0.01%
-25.0%
Q4 2017$4,088,000
-19.4%
32,255
-23.2%
0.01%
-33.3%
Q3 2017$5,070,000
-66.9%
42,013
-66.6%
0.02%
-69.0%
Q2 2017$15,312,000
+197.0%
125,784
+188.9%
0.06%
+65.7%
Q1 2017$5,156,000
+36.5%
43,544
+28.3%
0.04%
+20.7%
Q4 2016$3,777,000
-4.4%
33,930
-3.3%
0.03%
-23.7%
Q3 2016$3,952,000
-70.6%
35,096
-69.8%
0.04%
-66.4%
Q2 2016$13,438,000
-70.4%
116,360
-71.2%
0.11%
-10.3%
Q1 2016$45,389,000
+53.2%
404,646
+46.3%
0.13%
+53.7%
Q4 2015$29,622,000
+169.0%
276,558
+165.4%
0.08%
+34.4%
Q3 2015$11,011,000
-63.6%
104,210
-63.6%
0.06%
-60.1%
Q2 2015$30,263,000
+76.3%
286,038
+75.6%
0.15%
+73.9%
Q1 2015$17,167,000
-26.4%
162,909
-26.8%
0.09%
-31.2%
Q4 2014$23,326,000
+2.5%
222,664
-4.0%
0.13%
-5.9%
Q3 2014$22,748,000
+418.9%
231,835
+425.1%
0.14%
+423.1%
Q2 2014$4,384,000
-7.8%
44,149
-11.6%
0.03%
-10.3%
Q1 2014$4,757,000
-16.6%
49,959
-16.1%
0.03%
-19.4%
Q4 2013$5,702,000
+15.5%
59,573
+9.0%
0.04%
+9.1%
Q3 2013$4,937,000
-66.3%
54,659
-67.6%
0.03%
-68.6%
Q2 2013$14,639,000168,7480.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders