LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 98 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,518,970
+11.5%
440,311
+14.6%
0.02%
+11.1%
Q2 2023$25,566,629
+2.7%
384,345
-1.4%
0.02%
-5.3%
Q1 2023$24,896,278
+3.7%
389,613
+2.6%
0.02%
-9.5%
Q4 2022$24,006,121
+9.9%
379,663
-1.9%
0.02%0.0%
Q3 2022$21,846,000
-4.1%
386,865
+2.6%
0.02%
-4.5%
Q2 2022$22,772,000
-12.3%
377,076
-0.4%
0.02%0.0%
Q1 2022$25,963,000
-1.8%
378,581
-0.4%
0.02%0.0%
Q4 2021$26,446,000
+16.6%
379,972
+6.6%
0.02%
+4.8%
Q3 2021$22,680,000
+10.6%
356,387
+12.2%
0.02%0.0%
Q2 2021$20,506,000
+10.7%
317,628
+110.6%
0.02%0.0%
Q1 2021$18,525,000
+32.0%
150,808
+20.6%
0.02%
+16.7%
Q4 2020$14,033,000
+78.3%
125,004
+57.0%
0.02%
+50.0%
Q3 2020$7,871,000
+20.8%
79,630
+18.2%
0.01%
+9.1%
Q2 2020$6,517,000
+11.0%
67,383
-0.6%
0.01%
-15.4%
Q1 2020$5,870,000
-29.3%
67,779
-4.4%
0.01%
-13.3%
Q4 2019$8,307,000
+11.0%
70,881
+4.6%
0.02%0.0%
Q3 2019$7,482,000
+9.8%
67,741
+7.3%
0.02%0.0%
Q2 2019$6,817,000
+2.5%
63,160
+0.1%
0.02%0.0%
Q1 2019$6,648,000
+11.1%
63,070
+1.5%
0.02%
-6.2%
Q4 2018$5,985,000
-7.8%
62,130
+2.7%
0.02%0.0%
Q3 2018$6,493,000
+3.9%
60,470
-1.6%
0.02%0.0%
Q2 2018$6,249,000
-1.5%
61,464
-1.6%
0.02%
-5.9%
Q1 2018$6,342,000
-2.4%
62,445
+1.5%
0.02%
-15.0%
Q4 2017$6,498,000
+4.7%
61,542
-1.2%
0.02%
-9.1%
Q3 2017$6,205,000
+0.6%
62,293
-3.1%
0.02%
-4.3%
Q2 2017$6,170,000
+1.1%
64,274
+0.8%
0.02%
-45.2%
Q1 2017$6,104,000
+8.6%
63,781
+7.9%
0.04%
-2.3%
Q4 2016$5,620,000
+33.5%
59,106
+22.4%
0.04%
+7.5%
Q3 2016$4,211,000
+4.4%
48,275
+3.7%
0.04%
+17.6%
Q2 2016$4,033,000
-53.6%
46,561
-55.5%
0.03%
+41.7%
Q1 2016$8,691,000
+14.1%
104,663
+11.6%
0.02%
+14.3%
Q4 2015$7,616,000
+103.5%
93,825
+100.6%
0.02%0.0%
Q3 2015$3,743,000
-26.9%
46,776
-23.2%
0.02%
-19.2%
Q2 2015$5,121,000
+2.4%
60,929
+1.7%
0.03%0.0%
Q1 2015$5,002,000
-2.5%
59,924
+0.7%
0.03%
-7.1%
Q4 2014$5,129,000
+1.1%
59,503
-2.1%
0.03%
-6.7%
Q3 2014$5,075,000
-1.7%
60,795
-0.2%
0.03%0.0%
Q2 2014$5,163,000
+12.9%
60,931
+8.8%
0.03%
+7.1%
Q1 2014$4,572,000
-7.0%
56,003
-8.4%
0.03%
-9.7%
Q4 2013$4,917,000
+10.6%
61,151
+2.8%
0.03%
+3.3%
Q3 2013$4,446,000
+14.5%
59,497
+11.4%
0.03%
+7.1%
Q2 2013$3,884,00053,4000.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
GenWealth Group, Inc. 153,922$16,411,0007.43%
SPC Financial, Inc. 106,912$11,269,0002.41%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 16,162$1,703,0002.12%
TAP Consulting, LLC 16,635$1,753,0001.32%
Intelligence Driven Advisers, LLC 17,341$1,828,0001.00%
Courage Miller Partners, LLC 13,056$1,376,0000.78%
Brand Asset Management Group, Inc. 8,036$847,0000.58%
Towerpoint Wealth, LLC 5,792$611,0000.43%
Full Sail Capital, LLC 10,254$1,081,0000.34%
IFG Advisory, LLC 10,079$1,522,0000.29%
View complete list of ISHARES TR shareholders