LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 284 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,274,986
+7.6%
133,482
+12.6%
0.00%0.0%
Q2 2023$5,832,776
+4.4%
118,504
+3.5%
0.00%0.0%
Q1 2023$5,586,095
+13.5%
114,540
+5.9%
0.00%0.0%
Q4 2022$4,921,397
+22.9%
108,163
+8.1%
0.00%0.0%
Q3 2022$4,004,000
-18.5%
100,083
-8.3%
0.00%
-20.0%
Q2 2022$4,910,000
-28.8%
109,102
-17.3%
0.01%
-16.7%
Q1 2022$6,892,000
-28.9%
131,852
-24.4%
0.01%
-25.0%
Q4 2021$9,691,000
+21.2%
174,300
+20.8%
0.01%0.0%
Q3 2021$7,995,000
+44.3%
144,292
+49.8%
0.01%
+33.3%
Q2 2021$5,540,000
+18.4%
96,322
+13.6%
0.01%
+20.0%
Q1 2021$4,680,000
+12.5%
84,820
+8.1%
0.01%0.0%
Q4 2020$4,161,000
+38.5%
78,453
+20.1%
0.01%0.0%
Q3 2020$3,005,000
+26.8%
65,347
+19.3%
0.01%
+25.0%
Q2 2020$2,369,000
-7.2%
54,792
-19.2%
0.00%
-20.0%
Q1 2020$2,552,000
-37.0%
67,780
-17.8%
0.01%
-28.6%
Q4 2019$4,048,000
+42.4%
82,418
+33.6%
0.01%
+16.7%
Q3 2019$2,842,000
+8.3%
61,712
+10.0%
0.01%0.0%
Q2 2019$2,625,000
+4.7%
56,127
+3.6%
0.01%0.0%
Q1 2019$2,506,000
-36.8%
54,153
-42.7%
0.01%
-45.5%
Q4 2018$3,965,000
+202.4%
94,484
+243.8%
0.01%
+266.7%
Q3 2018$1,311,000
-1.7%
27,480
-2.6%
0.00%0.0%
Q2 2018$1,333,000
-6.1%
28,205
-1.2%
0.00%
-25.0%
Q1 2018$1,419,000
-86.5%
28,551
-86.4%
0.00%
-87.5%
Q4 2017$10,497,000
-27.8%
210,149
-30.1%
0.03%
-37.3%
Q3 2017$14,543,000
+2.6%
300,794
-3.2%
0.05%
-5.6%
Q2 2017$14,168,000
+39.5%
310,775
+33.6%
0.05%
-21.7%
Q1 2017$10,156,000
+46.1%
232,668
+35.5%
0.07%
+30.2%
Q4 2016$6,953,000
+733.7%
171,722
+749.9%
0.05%
+562.5%
Q3 2016$834,000
+7.6%
20,205
-0.1%
0.01%
+14.3%
Q2 2016$775,000
-52.7%
20,217
-52.9%
0.01%
+40.0%
Q1 2016$1,639,000
+11.9%
42,881
+13.6%
0.01%
+25.0%
Q4 2015$1,465,000
+75.0%
37,737
+83.6%
0.00%
-20.0%
Q3 2015$837,000
-23.7%
20,553
-18.3%
0.01%
-16.7%
Q2 2015$1,097,000
+18.1%
25,169
+22.2%
0.01%
+20.0%
Q1 2015$929,000
-5.3%
20,603
-9.6%
0.01%0.0%
Q4 2014$981,000
-13.6%
22,803
-9.8%
0.01%
-28.6%
Q3 2014$1,135,000
-13.9%
25,291
-7.9%
0.01%
-12.5%
Q2 2014$1,318,000
+4.6%
27,454
+1.5%
0.01%0.0%
Q1 2014$1,260,000
+0.3%
27,049
+0.5%
0.01%0.0%
Q4 2013$1,256,000
+5.7%
26,914
+3.7%
0.01%0.0%
Q3 2013$1,188,000
-23.9%
25,953
-32.3%
0.01%
-27.3%
Q2 2013$1,561,00038,3530.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders