LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 49 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,253,642
-7.3%
132,823
-2.1%
0.00%
-20.0%
Q2 2023$6,746,695
+12.6%
135,692
+7.4%
0.01%0.0%
Q1 2023$5,990,383
+44.7%
126,378
+39.2%
0.01%
+25.0%
Q4 2022$4,139,566
+15.4%
90,779
+8.1%
0.00%
+33.3%
Q3 2022$3,587,000
-7.3%
84,000
-3.9%
0.00%
-25.0%
Q2 2022$3,869,000
-24.2%
87,425
-8.2%
0.00%0.0%
Q1 2022$5,101,000
-10.1%
95,282
-3.9%
0.00%
-20.0%
Q4 2021$5,675,000
-0.9%
99,173
-2.9%
0.01%0.0%
Q3 2021$5,729,000
-8.3%
102,135
-4.1%
0.01%
-16.7%
Q2 2021$6,250,000
+5.8%
106,545
+306.9%
0.01%
-14.3%
Q1 2021$5,907,000
+23.7%
26,185
+8.2%
0.01%
+16.7%
Q4 2020$4,776,000
+31.1%
24,200
+4.1%
0.01%0.0%
Q3 2020$3,644,000
-1.9%
23,236
-5.3%
0.01%0.0%
Q2 2020$3,716,000
+17.5%
24,542
-2.8%
0.01%
-14.3%
Q1 2020$3,162,000
-20.3%
25,236
+20.2%
0.01%0.0%
Q4 2019$3,966,000
+12.9%
21,003
+4.7%
0.01%0.0%
Q3 2019$3,512,000
-0.3%
20,060
-0.5%
0.01%
-12.5%
Q2 2019$3,521,000
+9.8%
20,165
+6.4%
0.01%
+14.3%
Q1 2019$3,208,000
+9.9%
18,949
-4.0%
0.01%
-12.5%
Q4 2018$2,918,000
-27.1%
19,733
-11.1%
0.01%
-20.0%
Q3 2018$4,002,000
+2.2%
22,207
+1.4%
0.01%0.0%
Q2 2018$3,916,000
+5.2%
21,905
-0.6%
0.01%0.0%
Q1 2018$3,721,000
-11.0%
22,045
-8.2%
0.01%
-23.1%
Q4 2017$4,183,000
+15.0%
24,018
+10.1%
0.01%0.0%
Q3 2017$3,636,000
+2.0%
21,809
-1.2%
0.01%
-7.1%
Q2 2017$3,565,000
-3.0%
22,068
-5.5%
0.01%
-44.0%
Q1 2017$3,677,000
+12.1%
23,351
+11.5%
0.02%0.0%
Q4 2016$3,279,000
+0.2%
20,947
-8.4%
0.02%
-19.4%
Q3 2016$3,274,000
-6.4%
22,872
-11.9%
0.03%
+3.3%
Q2 2016$3,496,000
-45.5%
25,959
-46.8%
0.03%
+66.7%
Q1 2016$6,412,000
-3.1%
48,836
-6.2%
0.02%0.0%
Q4 2015$6,619,000
+89.9%
52,044
+95.5%
0.02%
-5.3%
Q3 2015$3,486,000
-32.7%
26,616
-26.6%
0.02%
-26.9%
Q2 2015$5,177,000
+2.1%
36,247
+2.2%
0.03%0.0%
Q1 2015$5,070,000
+4.7%
35,461
+1.5%
0.03%
-3.7%
Q4 2014$4,844,000
+31.1%
34,942
+20.5%
0.03%
+22.7%
Q3 2014$3,694,000
-9.6%
29,006
-2.5%
0.02%
-8.3%
Q2 2014$4,087,000
+1.9%
29,758
-1.4%
0.02%
-4.0%
Q1 2014$4,009,000
-2.4%
30,180
-5.0%
0.02%
-3.8%
Q4 2013$4,109,000
+0.6%
31,781
-5.7%
0.03%
-3.7%
Q3 2013$4,086,000
+16.1%
33,711
+5.2%
0.03%
+8.0%
Q2 2013$3,520,00032,0430.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders