LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,445,920
+27.9%
43,876
+29.8%
0.00%
+50.0%
Q2 2023$3,477,260
+16.3%
33,793
+18.1%
0.00%0.0%
Q1 2023$2,989,802
+5.7%
28,613
+3.7%
0.00%0.0%
Q4 2022$2,827,453
+8.1%
27,596
+7.3%
0.00%
-33.3%
Q3 2022$2,615,000
-1.8%
25,713
+1.9%
0.00%0.0%
Q2 2022$2,664,000
+2.6%
25,243
+5.5%
0.00%
+50.0%
Q1 2022$2,597,000
-10.3%
23,930
-5.9%
0.00%0.0%
Q4 2021$2,894,000
+13.3%
25,442
+14.7%
0.00%0.0%
Q3 2021$2,554,000
+4.5%
22,187
+5.0%
0.00%0.0%
Q2 2021$2,444,000
-1.4%
21,137
-2.0%
0.00%
-33.3%
Q1 2021$2,478,000
+9.4%
21,571
+12.0%
0.00%0.0%
Q4 2020$2,266,000
+12.2%
19,266
+12.4%
0.00%0.0%
Q3 2020$2,019,000
+16.4%
17,146
+16.4%
0.00%0.0%
Q2 2020$1,734,000
-78.3%
14,732
-78.8%
0.00%
-82.4%
Q1 2020$7,983,000
+403.0%
69,583
+394.0%
0.02%
+466.7%
Q4 2019$1,587,000
+6.3%
14,085
+6.8%
0.00%0.0%
Q3 2019$1,493,000
+12.1%
13,186
+11.1%
0.00%0.0%
Q2 2019$1,332,000
-7.6%
11,864
-9.2%
0.00%0.0%
Q1 2019$1,441,000
-32.3%
13,068
-33.5%
0.00%
-50.0%
Q4 2018$2,128,000
+5.5%
19,664
+4.6%
0.01%
+20.0%
Q3 2018$2,018,000
-27.4%
18,797
-27.1%
0.01%
-28.6%
Q2 2018$2,778,000
-7.5%
25,777
-7.1%
0.01%
-12.5%
Q1 2018$3,004,000
-7.8%
27,747
-6.5%
0.01%
-20.0%
Q4 2017$3,257,000
+11.5%
29,675
+12.6%
0.01%0.0%
Q3 2017$2,922,000
-17.4%
26,347
-17.6%
0.01%
-23.1%
Q2 2017$3,538,000
+64.4%
31,966
+63.8%
0.01%
-13.3%
Q1 2017$2,152,000
+16.1%
19,521
+15.7%
0.02%
+7.1%
Q4 2016$1,853,000
+3.1%
16,870
+5.5%
0.01%
-17.6%
Q3 2016$1,798,000
-38.8%
15,993
-38.2%
0.02%
-32.0%
Q2 2016$2,940,000
-44.8%
25,893
-45.6%
0.02%
+66.7%
Q1 2016$5,328,000
+8.8%
47,618
+6.8%
0.02%
+7.1%
Q4 2015$4,896,000
+114.3%
44,578
+117.0%
0.01%
+7.7%
Q3 2015$2,285,000
-4.4%
20,544
-4.8%
0.01%
+8.3%
Q2 2015$2,390,000
-6.7%
21,576
-5.8%
0.01%
-7.7%
Q1 2015$2,563,000
+1.6%
22,909
+0.5%
0.01%
-7.1%
Q4 2014$2,523,000
-2.0%
22,803
-2.0%
0.01%
-6.7%
Q3 2014$2,574,000
+8.3%
23,270
+8.6%
0.02%
+7.1%
Q2 2014$2,376,000
+18.3%
21,425
+17.3%
0.01%
+16.7%
Q1 2014$2,009,000
-14.7%
18,260
-15.2%
0.01%
-20.0%
Q4 2013$2,356,000
+2.3%
21,530
+2.5%
0.02%0.0%
Q3 2013$2,304,000
+3.0%
21,013
+3.2%
0.02%
-6.2%
Q2 2013$2,236,00020,3630.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders