LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$159,033,353
+10.5%
1,439,607
+10.5%
0.11%
+7.8%
Q2 2023$143,889,344
+3.5%
1,302,756
+3.6%
0.10%
-4.6%
Q1 2023$138,989,539
+17.1%
1,257,824
+16.5%
0.11%
+5.9%
Q4 2022$118,713,271
+17.1%
1,079,997
+17.2%
0.10%
+4.1%
Q3 2022$101,399,000
+52.2%
921,810
+52.4%
0.10%
+55.6%
Q2 2022$66,605,000
+13.1%
604,948
+13.3%
0.06%
+23.5%
Q1 2022$58,875,000
+2.8%
534,010
+2.9%
0.05%
+6.2%
Q4 2021$57,277,000
+5.0%
518,722
+5.0%
0.05%
-5.9%
Q3 2021$54,559,000
-0.5%
493,876
-0.5%
0.05%
-7.3%
Q2 2021$54,852,000
-36.9%
496,443
-36.9%
0.06%
-45.0%
Q1 2021$86,897,000
-9.9%
786,327
-9.9%
0.10%
-20.0%
Q4 2020$96,421,000
+63.8%
872,350
+64.1%
0.12%
+35.9%
Q3 2020$58,854,000
-13.1%
531,655
-13.0%
0.09%
-22.0%
Q2 2020$67,707,000
-11.2%
611,409
-10.9%
0.12%
-28.0%
Q1 2020$76,217,000
-39.7%
686,517
-40.0%
0.16%
-28.7%
Q4 2019$126,486,000
-0.1%
1,145,088
+0.1%
0.23%
-10.9%
Q3 2019$126,580,000
+3.0%
1,144,275
+3.0%
0.26%
-1.5%
Q2 2019$122,932,000
+233.0%
1,110,999
+232.8%
0.26%
+211.9%
Q1 2019$36,911,000
+58.3%
333,825
+57.9%
0.08%
+35.5%
Q4 2018$23,321,000
+51.9%
211,434
+52.1%
0.06%
+67.6%
Q3 2018$15,357,000
+25.5%
139,050
+25.5%
0.04%
+15.6%
Q2 2018$12,235,000
+21.4%
110,789
+21.3%
0.03%
+14.3%
Q1 2018$10,077,000
+102.3%
91,305
+102.1%
0.03%
+86.7%
Q4 2017$4,980,000
+24.1%
45,178
+24.3%
0.02%
+7.1%
Q3 2017$4,013,000
-2.1%
36,354
-2.1%
0.01%
-12.5%
Q2 2017$4,099,000
+2.0%
37,148
+2.0%
0.02%
-40.7%
Q1 2017$4,017,000
-64.8%
36,429
-64.8%
0.03%
-69.0%
Q4 2016$11,423,000
-51.2%
103,536
-51.2%
0.09%
-60.8%
Q3 2016$23,398,000
-42.5%
212,037
-42.5%
0.22%
-35.5%
Q2 2016$40,724,000
-54.4%
368,910
-54.4%
0.34%
+38.7%
Q1 2016$89,224,000
+91.2%
808,410
+90.9%
0.25%
+92.2%
Q4 2015$46,675,000
-6.7%
423,435
-6.6%
0.13%
-53.1%
Q3 2015$50,020,000
+1261.5%
453,445
+1261.3%
0.28%
+1347.4%
Q2 2015$3,674,000
-7.8%
33,310
-7.8%
0.02%
-5.0%
Q1 2015$3,985,000
+97.8%
36,137
+97.7%
0.02%
+81.8%
Q4 2014$2,015,000
-4.6%
18,277
-4.6%
0.01%
-15.4%
Q3 2014$2,112,000
-30.5%
19,149
-30.5%
0.01%
-27.8%
Q2 2014$3,038,000
+54.9%
27,551
+54.9%
0.02%
+50.0%
Q1 2014$1,961,000
-14.4%
17,788
-14.4%
0.01%
-14.3%
Q4 2013$2,292,000
-3.6%
20,791
-3.6%
0.01%
-12.5%
Q3 2013$2,377,000
+11.1%
21,569
+11.2%
0.02%
+6.7%
Q2 2013$2,139,00019,4040.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders