LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 116 filers reported holding ISHARES TR in Q1 2022. 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$8,105,576
-1.0%
209,122
+5.8%
0.01%0.0%
Q2 2023$8,185,670
+30.3%
197,674
+22.6%
0.01%
+20.0%
Q1 2023$6,284,198
+5.8%
161,206
-2.2%
0.01%0.0%
Q4 2022$5,938,022
-17.8%
164,762
-20.9%
0.01%
-28.6%
Q3 2022$7,223,000
-4.2%
208,394
-2.3%
0.01%0.0%
Q2 2022$7,536,000
-42.8%
213,364
-28.4%
0.01%
-36.4%
Q1 2022$13,174,000
-25.9%
298,122
-16.7%
0.01%
-26.7%
Q4 2021$17,774,000
-17.3%
358,058
-18.0%
0.02%
-25.0%
Q3 2021$21,502,000
+4.4%
436,675
+9.8%
0.02%
-4.8%
Q2 2021$20,603,000
-34.6%
397,664
+279.3%
0.02%
-41.7%
Q1 2021$31,499,000
+21.9%
104,844
+23.2%
0.04%
+9.1%
Q4 2020$25,831,000
+270.6%
85,109
+190.1%
0.03%
+200.0%
Q3 2020$6,970,000
+13.1%
29,339
+5.2%
0.01%0.0%
Q2 2020$6,163,000
+64.7%
27,885
+23.9%
0.01%
+37.5%
Q1 2020$3,741,000
-21.0%
22,503
+0.7%
0.01%
-11.1%
Q4 2019$4,735,000
+18.9%
22,340
+9.1%
0.01%
+12.5%
Q3 2019$3,984,000
-18.2%
20,468
-14.4%
0.01%
-20.0%
Q2 2019$4,868,000
-23.9%
23,908
-25.5%
0.01%
-33.3%
Q1 2019$6,399,000
+63.1%
32,081
+36.1%
0.02%
+50.0%
Q4 2018$3,924,000
-42.1%
23,572
-26.1%
0.01%
-37.5%
Q3 2018$6,780,000
-16.4%
31,882
-21.9%
0.02%
-23.8%
Q2 2018$8,106,000
+136.2%
40,831
+120.7%
0.02%
+133.3%
Q1 2018$3,432,000
+8.0%
18,497
+4.4%
0.01%
-10.0%
Q4 2017$3,179,000
-0.1%
17,718
-5.5%
0.01%
-9.1%
Q3 2017$3,181,000
+8.1%
18,749
+2.5%
0.01%0.0%
Q2 2017$2,944,000
+10.8%
18,293
+4.3%
0.01%
-38.9%
Q1 2017$2,658,000
+4.5%
17,536
-0.3%
0.02%
-5.3%
Q4 2016$2,544,000
-0.7%
17,587
-2.3%
0.02%
-20.8%
Q3 2016$2,562,000
+43.7%
17,993
+35.6%
0.02%
+60.0%
Q2 2016$1,783,000
-46.2%
13,268
-49.2%
0.02%
+66.7%
Q1 2016$3,316,000
-5.0%
26,139
-2.1%
0.01%
-10.0%
Q4 2015$3,490,000
+166.0%
26,696
+172.1%
0.01%
+42.9%
Q3 2015$1,312,000
-23.0%
9,810
-17.6%
0.01%
-22.2%
Q2 2015$1,705,000
-4.2%
11,912
-4.3%
0.01%0.0%
Q1 2015$1,779,000
+4.6%
12,449
-1.1%
0.01%0.0%
Q4 2014$1,700,000
+2.9%
12,582
-5.7%
0.01%
-10.0%
Q3 2014$1,652,000
+2.2%
13,337
+10.7%
0.01%
+11.1%
Q2 2014$1,616,000
-26.3%
12,051
-28.1%
0.01%
-30.8%
Q1 2014$2,193,000
-7.1%
16,764
-5.9%
0.01%
-13.3%
Q4 2013$2,360,000
+6.9%
17,811
+0.5%
0.02%0.0%
Q3 2013$2,208,000
+21.4%
17,716
+6.0%
0.02%
+15.4%
Q2 2013$1,819,00016,7090.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 50,653$1,963,3141.57%
Matrix Trust Co 149,473$5,7941.51%
Opes Wealth Management LLC 106,426$4,125,0721.14%
Gallagher Fiduciary Advisors, LLC 311,609$12,077,9581.06%
Black Diamond Financial, LLC 82,442$3,195,4510.98%
VAUGHAN & Co SECURITIES, INC. 25,278$979,7750.73%
BEAM WEALTH ADVISORS, INC. 24,457$947,9590.67%
Asset Allocation Strategies LLC 32,092$1,243,9060.57%
Certified Advisory Corp 74,374$2,882,7360.53%
CREATIVE FINANCIAL DESIGNS INC /ADV 83,654$3,242,4180.38%
View complete list of ISHARES TR shareholders