LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$389,977
-12.3%
20,558
-8.2%
0.00%
Q2 2023$444,641
-6.8%
22,394
-2.7%
0.00%
Q1 2023$477,034
-15.6%
23,012
-14.3%
0.00%
Q4 2022$565,280
-2.9%
26,841
-12.2%
0.00%
-100.0%
Q3 2022$582,000
-14.3%
30,582
+1.0%
0.00%0.0%
Q2 2022$679,000
-15.1%
30,267
+2.8%
0.00%0.0%
Q1 2022$800,000
-22.2%
29,439
-18.4%
0.00%0.0%
Q4 2021$1,028,000
-31.0%
36,070
-32.2%
0.00%0.0%
Q3 2021$1,489,000
-4.4%
53,182
+0.0%
0.00%
-50.0%
Q2 2021$1,558,000
+5.3%
53,176
-0.8%
0.00%0.0%
Q1 2021$1,479,000
-2.0%
53,626
-3.4%
0.00%0.0%
Q4 2020$1,509,000
+12.2%
55,525
-1.1%
0.00%0.0%
Q3 2020$1,345,000
-7.4%
56,167
-10.3%
0.00%
-33.3%
Q2 2020$1,452,000
+6.3%
62,648
-0.8%
0.00%0.0%
Q1 2020$1,366,000
-34.4%
63,175
-8.3%
0.00%
-25.0%
Q4 2019$2,081,000
+7.9%
68,908
+6.0%
0.00%0.0%
Q3 2019$1,928,000
+20.5%
64,980
+21.0%
0.00%
+33.3%
Q2 2019$1,600,000
-39.9%
53,682
-38.7%
0.00%
-50.0%
Q1 2019$2,664,000
+21.3%
87,617
+7.8%
0.01%0.0%
Q4 2018$2,197,000
-2.4%
81,274
+3.5%
0.01%
+20.0%
Q3 2018$2,250,000
-6.6%
78,533
-4.8%
0.01%
-16.7%
Q2 2018$2,408,000
+0.7%
82,512
+2.6%
0.01%
-14.3%
Q1 2018$2,391,000
+4.4%
80,412
+5.3%
0.01%0.0%
Q4 2017$2,290,000
+236.8%
76,339
+227.4%
0.01%
+250.0%
Q3 2017$680,000
-0.9%
23,315
-3.3%
0.00%
-33.3%
Q2 2017$686,000
+11.9%
24,101
+8.0%
0.00%
-25.0%
Q1 2017$613,000
+20.2%
22,309
+15.0%
0.00%0.0%
Q4 2016$510,000
-26.9%
19,391
-17.7%
0.00%
-42.9%
Q3 2016$698,000
-4.0%
23,548
-6.8%
0.01%
+16.7%
Q2 2016$727,000
-55.5%
25,271
-55.6%
0.01%
+20.0%
Q1 2016$1,633,000
-4.4%
56,961
-7.7%
0.01%0.0%
Q4 2015$1,708,000
+84.6%
61,743
+93.2%
0.01%0.0%
Q3 2015$925,000
-79.4%
31,955
-79.0%
0.01%
-78.3%
Q2 2015$4,489,000
-14.1%
152,368
-8.8%
0.02%
-14.8%
Q1 2015$5,225,000
+603.2%
167,001
+575.4%
0.03%
+575.0%
Q4 2014$743,000
+24.5%
24,727
+23.0%
0.00%0.0%
Q3 2014$597,000
-13.0%
20,100
-5.8%
0.00%0.0%
Q2 2014$686,000
+18.7%
21,338
+10.9%
0.00%0.0%
Q1 2014$578,000
-92.2%
19,244
-92.0%
0.00%
-91.3%
Q4 2013$7,406,000
-30.8%
240,037
-23.7%
0.05%
-35.2%
Q3 2013$10,700,000
-18.8%
314,784
-25.2%
0.07%
-25.3%
Q2 2013$13,180,000420,5570.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 254,691$6,925,048,0001.71%
Old Port Advisors 115,528$3,186,0001.08%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 600,077$16,316,0001.08%
Upper Left Wealth Management, LLC 27,479$758,0000.78%
Family Firm, Inc. 84,704$2,303,0000.60%
AGILIS PARTNERS LLC 40,333$1,097,0000.55%
COURIER CAPITAL LLC 117,813$3,203,0000.32%
TBH Global Asset Management, LLC 22,956$624,0000.13%
MARYLAND CAPITAL ADVISORS INC. 4,975$135,0000.12%
CAPITAL INSIGHT PARTNERS, LLC 16,868$459,0000.09%
View complete list of ISHARES TR shareholders