LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 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$32,079,501
-1.1%
307,040
+2.6%
0.02%
-4.3%
Q2 2023$32,432,549
+3.6%
299,387
-4.3%
0.02%
-4.2%
Q1 2023$31,308,298
+10.0%
312,864
+2.7%
0.02%0.0%
Q4 2022$28,454,733
+9.9%
304,492
+3.1%
0.02%
-4.0%
Q3 2022$25,895,000
-9.7%
295,272
-4.9%
0.02%
-7.4%
Q2 2022$28,663,000
-17.2%
310,372
-0.2%
0.03%
-10.0%
Q1 2022$34,633,000
-5.9%
311,004
-0.4%
0.03%
-3.2%
Q4 2021$36,806,000
+11.1%
312,314
+1.7%
0.03%0.0%
Q3 2021$33,141,000
+6.8%
307,228
+6.9%
0.03%0.0%
Q2 2021$31,034,000
+8.5%
287,432
+0.3%
0.03%
-6.1%
Q1 2021$28,612,000
+13.5%
286,525
+7.2%
0.03%0.0%
Q4 2020$25,210,000
+12.9%
267,287
+99.4%
0.03%
-5.7%
Q3 2020$22,337,000
+7.9%
134,022
-0.9%
0.04%
-2.8%
Q2 2020$20,700,000
+20.3%
135,230
-0.9%
0.04%
-2.7%
Q1 2020$17,212,000
-17.7%
136,430
+4.2%
0.04%
-2.6%
Q4 2019$20,908,000
+6.9%
130,967
-1.2%
0.04%
-5.0%
Q3 2019$19,566,000
+2.1%
132,615
+1.2%
0.04%
-2.4%
Q2 2019$19,156,000
+6.8%
131,091
+3.2%
0.04%0.0%
Q1 2019$17,942,000
+9.1%
127,041
-3.9%
0.04%
-6.8%
Q4 2018$16,452,000
-15.0%
132,198
-0.6%
0.04%
-4.3%
Q3 2018$19,348,000
+6.0%
132,956
-0.7%
0.05%
-4.2%
Q2 2018$18,259,000
+2.9%
133,926
-0.3%
0.05%
-2.0%
Q1 2018$17,748,000
+5.7%
134,333
+6.9%
0.05%
-3.9%
Q4 2017$16,793,000
+7.6%
125,677
+1.5%
0.05%
-7.3%
Q3 2017$15,612,000
+5.4%
123,871
+1.4%
0.06%
-1.8%
Q2 2017$14,819,000
-0.3%
122,138
-3.0%
0.06%
-44.6%
Q1 2017$14,863,000
+26.1%
125,971
+20.6%
0.10%
+12.2%
Q4 2016$11,786,000
+3.5%
104,411
-1.4%
0.09%
-16.7%
Q3 2016$11,384,000
+1.7%
105,861
-1.0%
0.11%
+13.7%
Q2 2016$11,193,000
-52.3%
106,962
-53.7%
0.10%
+46.2%
Q1 2016$23,482,000
+3.0%
231,053
+2.0%
0.06%
+3.2%
Q4 2015$22,788,000
+95.8%
226,614
+94.5%
0.06%
-1.6%
Q3 2015$11,639,000
-16.4%
116,532
-12.6%
0.06%
-9.9%
Q2 2015$13,927,000
-12.1%
133,338
-12.4%
0.07%
-12.3%
Q1 2015$15,853,000
+52.1%
152,165
+51.2%
0.08%
+42.1%
Q4 2014$10,421,000
+7.2%
100,621
+1.2%
0.06%
-1.7%
Q3 2014$9,717,000
-0.7%
99,449
+0.8%
0.06%
+1.8%
Q2 2014$9,783,000
-1.6%
98,692
-5.9%
0.06%
-6.6%
Q1 2014$9,947,000
-4.8%
104,904
-6.3%
0.06%
-6.2%
Q4 2013$10,446,000
+25.5%
111,916
+16.6%
0.06%
+18.2%
Q3 2013$8,322,000
+29.9%
96,009
+20.9%
0.06%
+19.6%
Q2 2013$6,405,00079,3800.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders