LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 192 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$37,879,799
+6.8%
690,733
+10.9%
0.03%
+8.0%
Q2 2023$35,458,973
+24.7%
622,633
+25.7%
0.02%
+13.6%
Q1 2023$28,430,748
+57.0%
495,137
+53.5%
0.02%
+37.5%
Q4 2022$18,103,403
-30.4%
322,641
-32.7%
0.02%
-36.0%
Q3 2022$26,003,000
-3.0%
479,575
+1.0%
0.02%0.0%
Q2 2022$26,815,000
-20.0%
474,934
-17.6%
0.02%
-13.8%
Q1 2022$33,523,000
-12.8%
576,194
-6.6%
0.03%
-9.4%
Q4 2021$38,464,000
+2.6%
617,109
+2.2%
0.03%
-8.6%
Q3 2021$37,500,000
+7.7%
604,102
+8.6%
0.04%0.0%
Q2 2021$34,823,000
+8.1%
556,098
+7.2%
0.04%
-5.4%
Q1 2021$32,225,000
+10.8%
518,754
+12.1%
0.04%
-2.6%
Q4 2020$29,085,000
+10.9%
462,917
+10.2%
0.04%
-7.3%
Q3 2020$26,218,000
+37.5%
420,209
+37.0%
0.04%
+24.2%
Q2 2020$19,064,000
+22.8%
306,684
+19.6%
0.03%0.0%
Q1 2020$15,520,000
+6.1%
256,443
+7.4%
0.03%
+22.2%
Q4 2019$14,623,000
+10.7%
238,818
+10.8%
0.03%0.0%
Q3 2019$13,212,000
+19.1%
215,593
+17.8%
0.03%
+12.5%
Q2 2019$11,097,000
+18.2%
183,004
+16.2%
0.02%
+14.3%
Q1 2019$9,387,000
+5.6%
157,525
+3.6%
0.02%
-12.5%
Q4 2018$8,887,000
+0.4%
152,061
-0.4%
0.02%
+14.3%
Q3 2018$8,849,000
-5.6%
152,604
-4.7%
0.02%
-16.0%
Q2 2018$9,377,000
-0.8%
160,177
-1.1%
0.02%
-3.8%
Q1 2018$9,457,000
+5.5%
162,017
+6.9%
0.03%
-3.7%
Q4 2017$8,961,000
+1.5%
151,503
+103.5%
0.03%
-12.9%
Q3 2017$8,825,000
+6.9%
74,463
+6.1%
0.03%0.0%
Q2 2017$8,256,000
+0.5%
70,151
-0.7%
0.03%
-44.6%
Q1 2017$8,212,000
-1.3%
70,631
-2.0%
0.06%
-11.1%
Q4 2016$8,316,000
-6.3%
72,059
-2.3%
0.06%
-25.0%
Q3 2016$8,872,000
+1.1%
73,744
+2.8%
0.08%
+13.5%
Q2 2016$8,779,000
-48.9%
71,750
-50.1%
0.07%
+54.2%
Q1 2016$17,195,000
+55.6%
143,786
+54.2%
0.05%
+54.8%
Q4 2015$11,051,000
+206.7%
93,219
+202.7%
0.03%
+55.0%
Q3 2015$3,603,000
+12.7%
30,791
+11.5%
0.02%
+25.0%
Q2 2015$3,196,000
-6.4%
27,624
-4.4%
0.02%
-5.9%
Q1 2015$3,414,000
+79.0%
28,899
+78.4%
0.02%
+70.0%
Q4 2014$1,907,000
+22.3%
16,197
+21.4%
0.01%
+11.1%
Q3 2014$1,559,000
+14.7%
13,343
+13.8%
0.01%
+12.5%
Q2 2014$1,359,000
+15.2%
11,727
+12.5%
0.01%
+14.3%
Q1 2014$1,180,000
-9.8%
10,426
-13.2%
0.01%
-12.5%
Q4 2013$1,308,000
-34.4%
12,018
-34.4%
0.01%
-38.5%
Q3 2013$1,995,000
-31.9%
18,332
-32.4%
0.01%
-38.1%
Q2 2013$2,930,00027,1020.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 459,760$26,661,0003.51%
Miracle Mile Advisors, LLC 652,460$37,836,0003.43%
Towerpoint Wealth, LLC 58,665$3,402,0002.82%
Parkside Advisors LLC 60,654$3,517,0002.35%
Pure Financial Advisors, LLC 181,139$10,504,0002.30%
Boltwood Capital Management 57,575$3,338,0001.99%
Slow Capital, Inc. 66,123$3,834,0001.71%
Epstein & White Financial LLC 38,574$2,246,0001.48%
PERSONAL FINANCIAL CONSULTANTS INC /ADV 31,554$1,830,0001.33%
BAILARD, INC. 342,148$19,841,0001.16%
View complete list of ISHARES TR shareholders