LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$43,814,189
+15.8%
1,724,968
+20.0%
0.03%
+14.8%
Q2 2023$37,842,034
-2.1%
1,437,221
+2.2%
0.03%
-10.0%
Q1 2023$38,641,214
+2.7%
1,405,646
+1.5%
0.03%
-6.2%
Q4 2022$37,621,061
+18.1%
1,385,164
-2.1%
0.03%
+3.2%
Q3 2022$31,862,000
-14.1%
1,414,220
+3.5%
0.03%
-11.4%
Q2 2022$37,107,000
-12.6%
1,366,231
+2.1%
0.04%
-5.4%
Q1 2022$42,479,000
+4.1%
1,337,488
+2.2%
0.04%
+8.8%
Q4 2021$40,787,000
-35.1%
1,308,125
-36.7%
0.03%
-42.4%
Q3 2021$62,819,000
+2.3%
2,065,067
+9.0%
0.06%
-4.8%
Q2 2021$61,381,000
+4.6%
1,894,476
+1.6%
0.06%
-7.5%
Q1 2021$58,702,000
+13.7%
1,864,732
+6.4%
0.07%0.0%
Q4 2020$51,634,000
+5.3%
1,752,086
-10.9%
0.07%
-13.0%
Q3 2020$49,050,000
-4.3%
1,967,519
-3.6%
0.08%
-13.5%
Q2 2020$51,272,000
+11.5%
2,041,076
+0.3%
0.09%
-10.1%
Q1 2020$45,968,000
-32.5%
2,033,970
+0.2%
0.10%
-20.2%
Q4 2019$68,138,000
+17.7%
2,029,715
+7.8%
0.12%
+5.1%
Q3 2019$57,888,000
+1.9%
1,883,143
+1.8%
0.12%
-2.5%
Q2 2019$56,802,000
+8.9%
1,849,012
+9.4%
0.12%
+2.5%
Q1 2019$52,143,000
+37.8%
1,689,651
+28.2%
0.12%
+16.8%
Q4 2018$37,841,000
-23.2%
1,318,050
-12.7%
0.10%
-14.4%
Q3 2018$49,256,000
+4.8%
1,509,538
+2.9%
0.12%
-4.1%
Q2 2018$46,995,000
+1.7%
1,466,313
+4.7%
0.12%
-3.1%
Q1 2018$46,228,000
+2.5%
1,400,413
+4.9%
0.13%
-7.3%
Q4 2017$45,113,000
+8.0%
1,335,110
+7.9%
0.14%
-7.4%
Q3 2017$41,761,000
+10.4%
1,237,000
+7.0%
0.15%
+3.5%
Q2 2017$37,839,000
+31.1%
1,156,461
+25.7%
0.14%
-27.4%
Q1 2017$28,861,000
+24.0%
920,033
+17.9%
0.20%
+11.3%
Q4 2016$23,284,000
+6.8%
780,302
+6.7%
0.18%
-14.5%
Q3 2016$21,797,000
+24.3%
731,189
+17.1%
0.21%
+39.9%
Q2 2016$17,534,000
-46.9%
624,225
-47.0%
0.15%
+60.9%
Q1 2016$33,007,000
-7.8%
1,178,821
-7.3%
0.09%
-7.1%
Q4 2015$35,818,000
+77.3%
1,271,506
+84.8%
0.10%
-10.8%
Q3 2015$20,200,000
-29.6%
688,024
-23.9%
0.11%
-24.0%
Q2 2015$28,713,000
-2.0%
904,629
+4.0%
0.15%
-2.7%
Q1 2015$29,301,000
+3.1%
869,453
+3.0%
0.15%
-3.8%
Q4 2014$28,433,000
-22.4%
843,947
-18.4%
0.16%
-28.4%
Q3 2014$36,623,000
+0.8%
1,033,975
+13.5%
0.22%
+2.8%
Q2 2014$36,332,000
+14.0%
910,808
+10.4%
0.21%
+8.2%
Q1 2014$31,883,000
+25.3%
825,139
+23.1%
0.20%
+23.3%
Q4 2013$25,438,000
+16.7%
670,489
+14.5%
0.16%
+9.7%
Q3 2013$21,797,000
+37.1%
585,631
+17.3%
0.14%
+27.2%
Q2 2013$15,897,000499,4500.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 3,368,424$103,478,00010.20%
Independence Wealth Advisors, Inc. 327,554$10,062,0009.92%
Round Table Services, LLC 924,058$28,387,0008.75%
Highwater Wealth Management, LLC 57,178$1,756,0003.98%
BIEGEL & WALLER LLC 233,087$7,160,0003.66%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$27,587,0003.37%
AGILIS PARTNERS LLC 126,385$3,883,0002.90%
ACCURATE INVESTMENT SOLUTIONS, INC. 123,070$3,781,0002.88%
Grove Bank & Trust 222,743$6,843,0002.50%
Murphy, Middleton, Hinkle & Parker, Inc. 112,451$3,455,0002.46%
View complete list of ISHARES TR shareholders