LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,379,941
-32.3%
219,641
-31.8%
0.01%
-37.5%
Q2 2023$10,900,966
+46.7%
322,037
+55.1%
0.01%
+33.3%
Q1 2023$7,429,940
-3.1%
207,598
+29.0%
0.01%
-14.3%
Q4 2022$7,669,134
+0.6%
160,981
+0.9%
0.01%0.0%
Q3 2022$7,620,000
-4.1%
159,591
-1.0%
0.01%
-12.5%
Q2 2022$7,943,000
-19.9%
161,176
-4.2%
0.01%
-11.1%
Q1 2022$9,911,000
+54.7%
168,212
+62.1%
0.01%
+80.0%
Q4 2021$6,408,000
+25.4%
103,756
+23.0%
0.01%0.0%
Q3 2021$5,110,000
+4.6%
84,382
-0.6%
0.01%0.0%
Q2 2021$4,885,000
-1.1%
84,910
-2.6%
0.01%
-16.7%
Q1 2021$4,941,000
+35.6%
87,184
+8.5%
0.01%
+20.0%
Q4 2020$3,643,000
+28.2%
80,350
-7.4%
0.01%
+25.0%
Q3 2020$2,842,000
-14.0%
86,805
-11.1%
0.00%
-33.3%
Q2 2020$3,303,000
+28.3%
97,664
+9.7%
0.01%0.0%
Q1 2020$2,574,000
-48.4%
89,028
-9.1%
0.01%
-33.3%
Q4 2019$4,992,000
+9.5%
97,949
+0.1%
0.01%0.0%
Q3 2019$4,558,000
-15.9%
97,887
-17.1%
0.01%
-25.0%
Q2 2019$5,417,000
-12.6%
118,024
-17.3%
0.01%
-14.3%
Q1 2019$6,200,000
+6.3%
142,697
-2.5%
0.01%
-12.5%
Q4 2018$5,831,000
-30.9%
146,365
-15.0%
0.02%
-20.0%
Q3 2018$8,438,000
-7.7%
172,165
-7.4%
0.02%
-16.7%
Q2 2018$9,145,000
-3.0%
186,022
-0.7%
0.02%
-7.7%
Q1 2018$9,432,000
+54.3%
187,259
+51.0%
0.03%
+36.8%
Q4 2017$6,113,000
+3.5%
124,030
-0.9%
0.02%
-9.5%
Q3 2017$5,907,000
-10.5%
125,123
-13.6%
0.02%
-16.0%
Q2 2017$6,600,000
-1.7%
144,901
-3.6%
0.02%
-45.7%
Q1 2017$6,713,000
+23.6%
150,389
+25.9%
0.05%
+12.2%
Q4 2016$5,430,000
+224.6%
119,468
+152.2%
0.04%
+156.2%
Q3 2016$1,673,000
+5.3%
47,368
-6.5%
0.02%
+23.1%
Q2 2016$1,589,000
-75.0%
50,638
-75.1%
0.01%
-27.8%
Q1 2016$6,348,000
+65.6%
203,320
+80.8%
0.02%
+63.6%
Q4 2015$3,833,000
+124.2%
112,481
+124.3%
0.01%
+22.2%
Q3 2015$1,710,000
-4.9%
50,150
+2.1%
0.01%0.0%
Q2 2015$1,798,000
+28.8%
49,101
+22.2%
0.01%
+28.6%
Q1 2015$1,396,000
-18.2%
40,175
-17.7%
0.01%
-22.2%
Q4 2014$1,706,000
-1.0%
48,819
-7.0%
0.01%
-10.0%
Q3 2014$1,723,000
-7.4%
52,514
-2.1%
0.01%
-9.1%
Q2 2014$1,860,000
+11.8%
53,663
+12.8%
0.01%
+10.0%
Q1 2014$1,663,000
+22.5%
47,563
+15.9%
0.01%
+25.0%
Q4 2013$1,357,000
+23.1%
41,036
+13.7%
0.01%
+14.3%
Q3 2013$1,102,000
+23.8%
36,106
+18.7%
0.01%
+16.7%
Q2 2013$890,00030,4160.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders