LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$62,329,182
-13.0%
698,601
-7.2%
0.04%
-13.7%
Q2 2023$71,608,659
-4.0%
753,062
-5.6%
0.05%
-12.1%
Q1 2023$74,628,379
-22.6%
797,397
-24.5%
0.06%
-30.1%
Q4 2022$96,407,273
+21.8%
1,055,824
+10.0%
0.08%
+9.2%
Q3 2022$79,135,000
-62.3%
959,788
-59.3%
0.08%
-62.0%
Q2 2022$210,098,000
+70.5%
2,359,855
+96.1%
0.20%
+88.7%
Q1 2022$123,200,000
-5.2%
1,203,243
-3.3%
0.11%
-2.8%
Q4 2021$129,952,000
-19.7%
1,243,675
-22.6%
0.11%
-28.3%
Q3 2021$161,778,000
+9.4%
1,607,009
+14.6%
0.15%
+1.3%
Q2 2021$147,889,000
+62.8%
1,402,722
+55.6%
0.15%
+44.2%
Q1 2021$90,844,000
+119.3%
901,771
+77.0%
0.10%
+92.6%
Q4 2020$41,426,000
+56.6%
509,485
+135.8%
0.05%
+31.7%
Q3 2020$26,448,000
-1.0%
216,042
-2.7%
0.04%
-12.8%
Q2 2020$26,726,000
+17.0%
222,029
-2.9%
0.05%
-4.1%
Q1 2020$22,852,000
-42.5%
228,657
-7.5%
0.05%
-31.9%
Q4 2019$39,759,000
-1.2%
247,259
-7.7%
0.07%
-12.2%
Q3 2019$40,244,000
+2.2%
267,953
+1.1%
0.08%
-2.4%
Q2 2019$39,386,000
+3.3%
265,013
+2.5%
0.08%
-3.4%
Q1 2019$38,135,000
+24.1%
258,471
+10.9%
0.09%
+6.1%
Q4 2018$30,740,000
-58.9%
233,146
-48.0%
0.08%
-54.2%
Q3 2018$74,830,000
+18.8%
448,272
+16.2%
0.18%
+8.5%
Q2 2018$62,975,000
-16.0%
385,711
-22.4%
0.16%
-19.9%
Q1 2018$74,988,000
+18.8%
497,136
+21.0%
0.21%
+7.3%
Q4 2017$63,096,000
+69.1%
410,860
+63.3%
0.19%
+45.5%
Q3 2017$37,305,000
+3.0%
251,535
-2.9%
0.13%
-3.6%
Q2 2017$36,221,000
-12.3%
259,053
-14.8%
0.14%
-51.2%
Q1 2017$41,315,000
-47.6%
304,009
-45.6%
0.28%
-53.2%
Q4 2016$78,891,000
+35.0%
559,196
+18.3%
0.60%
+8.1%
Q3 2016$58,450,000
+33.4%
472,784
+25.0%
0.56%
+50.0%
Q2 2016$43,812,000
-28.0%
378,114
-31.4%
0.37%
+118.9%
Q1 2016$60,876,000
+25.9%
551,413
+21.3%
0.17%
+26.1%
Q4 2015$48,338,000
+186.7%
454,734
+192.4%
0.13%
+44.1%
Q3 2015$16,859,000
-47.9%
155,498
-43.7%
0.09%
-43.3%
Q2 2015$32,363,000
+4.4%
276,256
+5.8%
0.16%
+3.8%
Q1 2015$31,012,000
-12.8%
261,046
-13.4%
0.16%
-19.0%
Q4 2014$35,569,000
+4.6%
301,588
-6.0%
0.20%
-3.9%
Q3 2014$34,004,000
+21.4%
321,002
+32.3%
0.20%
+24.5%
Q2 2014$28,017,000
-33.0%
242,716
-34.2%
0.16%
-36.6%
Q1 2014$41,842,000
+7.9%
368,811
+5.9%
0.26%
+6.2%
Q4 2013$38,766,000
+9.4%
348,426
+2.3%
0.24%
+2.5%
Q3 2013$35,429,000
+10.8%
340,500
-0.5%
0.24%
+2.6%
Q2 2013$31,971,000342,1570.23%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders