LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,479,355
-2.8%
19,986
-5.9%
0.00%0.0%
Q2 2023$1,522,510
-1.5%
21,236
-1.7%
0.00%0.0%
Q1 2023$1,546,308
-13.9%
21,600
-12.5%
0.00%
-50.0%
Q4 2022$1,795,117
-5.9%
24,675
-15.4%
0.00%0.0%
Q3 2022$1,908,000
-15.2%
29,167
-3.6%
0.00%0.0%
Q2 2022$2,251,000
-11.6%
30,247
+6.1%
0.00%0.0%
Q1 2022$2,547,000
+15.6%
28,515
+19.1%
0.00%0.0%
Q4 2021$2,203,000
+31.8%
23,947
+21.7%
0.00%0.0%
Q3 2021$1,672,000
-11.9%
19,674
-10.0%
0.00%0.0%
Q2 2021$1,898,000
-9.5%
21,861
-11.1%
0.00%0.0%
Q1 2021$2,097,000
-36.0%
24,592
-40.3%
0.00%
-50.0%
Q4 2020$3,279,000
-16.1%
41,184
-31.9%
0.00%
-33.3%
Q3 2020$3,908,000
+161.1%
60,442
+123.9%
0.01%
+100.0%
Q2 2020$1,497,000
+82.1%
26,998
+58.0%
0.00%
+50.0%
Q1 2020$822,000
-57.9%
17,090
-41.4%
0.00%
-50.0%
Q4 2019$1,953,000
+90.0%
29,153
+66.2%
0.00%
+100.0%
Q3 2019$1,028,000
-12.5%
17,536
-10.5%
0.00%
-33.3%
Q2 2019$1,175,000
-18.4%
19,603
-13.5%
0.00%0.0%
Q1 2019$1,440,000
-17.1%
22,672
-25.4%
0.00%
-40.0%
Q4 2018$1,736,000
-65.0%
30,379
-53.9%
0.01%
-58.3%
Q3 2018$4,964,000
-25.2%
65,937
-22.4%
0.01%
-29.4%
Q2 2018$6,636,000
+10.0%
84,945
+10.3%
0.02%0.0%
Q1 2018$6,032,000
+15.1%
76,985
+4.5%
0.02%
+6.2%
Q4 2017$5,241,000
+30.2%
73,686
+22.2%
0.02%
+14.3%
Q3 2017$4,026,000
+44.0%
60,287
+32.1%
0.01%
+27.3%
Q2 2017$2,796,000
+19.4%
45,636
+12.3%
0.01%
-31.2%
Q1 2017$2,341,000
+51.2%
40,628
+41.2%
0.02%
+33.3%
Q4 2016$1,548,000
+51.6%
28,767
+38.1%
0.01%
+20.0%
Q3 2016$1,021,000
+4.5%
20,824
-3.6%
0.01%
+25.0%
Q2 2016$977,000
-55.2%
21,609
-55.3%
0.01%
+33.3%
Q1 2016$2,181,000
-16.4%
48,326
-12.5%
0.01%
-14.3%
Q4 2015$2,608,000
+80.7%
55,260
+77.3%
0.01%
-12.5%
Q3 2015$1,443,000
-11.5%
31,162
-0.1%
0.01%0.0%
Q2 2015$1,630,000
-18.4%
31,198
-14.8%
0.01%
-20.0%
Q1 2015$1,998,000
+7.6%
36,636
+4.4%
0.01%0.0%
Q4 2014$1,857,000
+9.2%
35,076
+1.0%
0.01%0.0%
Q3 2014$1,700,000
-2.4%
34,723
+5.3%
0.01%0.0%
Q2 2014$1,742,000
+1.2%
32,970
-0.8%
0.01%
-9.1%
Q1 2014$1,722,000
+4.1%
33,234
+6.3%
0.01%
+10.0%
Q4 2013$1,654,000
-28.8%
31,273
-31.4%
0.01%
-33.3%
Q3 2013$2,322,000
+10.2%
45,591
-2.0%
0.02%0.0%
Q2 2013$2,107,00046,5330.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,980$1,018,0004.93%
NORTHWEST INVESTMENT COUNSELORS, LLC 193,533$16,450,0004.60%
Boston Standard Wealth Management, LLC 65,795$5,593,000,0001.67%
Independent Family Office, LLC 42,166$3,584,0001.47%
Delos Wealth Advisors, LLC 9,116$775,0000.85%
CAMG Solamere Management, LLC 8,710$741,0000.61%
MD Financial Management Inc. 248,523$21,139,0000.54%
BAROMETER CAPITAL MANAGEMENT INC. 18,900$1,606,500,0000.31%
OARSMAN CAPITAL, INC. 6,950$591,0000.24%
Essex Financial Services, Inc. 16,355$1,390,0000.16%
View complete list of ISHARES TR shareholders