LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 119 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,971,339
+11.0%
43,627
+10.7%
0.00%0.0%
Q2 2023$3,576,587
-6.2%
39,411
-5.3%
0.00%0.0%
Q1 2023$3,811,763
-19.4%
41,595
-15.4%
0.00%
-25.0%
Q4 2022$4,726,607
-0.4%
49,169
-11.5%
0.00%
-20.0%
Q3 2022$4,746,000
-2.0%
55,580
-3.7%
0.01%0.0%
Q2 2022$4,844,000
-37.2%
57,686
-25.3%
0.01%
-28.6%
Q1 2022$7,710,000
+10.6%
77,193
+22.0%
0.01%
+16.7%
Q4 2021$6,971,000
-53.0%
63,255
-55.5%
0.01%
-57.1%
Q3 2021$14,832,000
+150.5%
142,069
+145.0%
0.01%
+133.3%
Q2 2021$5,920,000
-44.4%
57,998
-49.8%
0.01%
-50.0%
Q1 2021$10,638,000
+453.5%
115,425
+377.6%
0.01%
+500.0%
Q4 2020$1,922,000
+3.4%
24,166
-19.3%
0.00%
-33.3%
Q3 2020$1,858,000
-8.7%
29,959
-11.9%
0.00%
-25.0%
Q2 2020$2,036,000
-12.3%
34,010
-25.0%
0.00%
-20.0%
Q1 2020$2,321,000
-30.1%
45,347
-6.5%
0.01%
-16.7%
Q4 2019$3,321,000
+1.2%
48,484
-4.9%
0.01%
-14.3%
Q3 2019$3,280,000
+3.8%
50,999
+1.9%
0.01%0.0%
Q2 2019$3,159,000
+3.5%
50,030
-3.7%
0.01%0.0%
Q1 2019$3,052,000
-3.5%
51,926
-8.0%
0.01%
-12.5%
Q4 2018$3,162,000
-34.7%
56,427
-27.5%
0.01%
-33.3%
Q3 2018$4,841,000
-31.7%
77,785
-29.7%
0.01%
-36.8%
Q2 2018$7,090,000
-2.1%
110,598
-0.1%
0.02%
-5.0%
Q1 2018$7,242,000
+6.6%
110,686
+2.3%
0.02%
-4.8%
Q4 2017$6,793,000
+103.1%
108,228
+85.0%
0.02%
+75.0%
Q3 2017$3,344,000
+23.7%
58,500
+15.3%
0.01%
+20.0%
Q2 2017$2,704,000
-8.3%
50,738
-12.5%
0.01%
-50.0%
Q1 2017$2,949,000
-55.2%
57,982
-56.1%
0.02%
-60.0%
Q4 2016$6,585,000
+317.6%
131,985
+246.4%
0.05%
+233.3%
Q3 2016$1,577,000
+153.5%
38,103
+124.1%
0.02%
+650.0%
Q1 2016$622,000
-66.9%
17,000
-63.5%
0.00%
-60.0%
Q4 2015$1,878,000
+84.5%
46,594
+79.1%
0.01%
-16.7%
Q3 2015$1,018,000
-46.2%
26,013
-39.6%
0.01%
-40.0%
Q2 2015$1,893,000
+175.1%
43,092
+168.0%
0.01%
+150.0%
Q1 2015$688,000
-37.4%
16,082
-37.6%
0.00%
-33.3%
Q4 2014$1,099,000
-3.9%
25,762
-12.6%
0.01%
-14.3%
Q3 2014$1,144,000
+16.1%
29,484
+12.7%
0.01%
+16.7%
Q2 2014$985,000
-76.8%
26,154
-76.2%
0.01%
-76.9%
Q1 2014$4,242,000
+0.0%
109,888
+0.1%
0.03%0.0%
Q4 2013$4,241,000
+3.3%
109,763
-10.5%
0.03%
-3.7%
Q3 2013$4,104,000
+281.8%
122,684
+251.1%
0.03%
+237.5%
Q2 2013$1,075,00034,9380.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 50,887$4,663,2804.68%
AFFINITY WEALTH MANAGEMENT LLC 152,363$13,962,5033.28%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,219$2,814,0812.77%
COTTONWOOD CAPITAL ADVISORS, LLC 32,450$2,973,7422.74%
MinichMacGregor Wealth Management, LLC 85,926$7,874,2592.61%
SPC Financial, Inc. 212,732$19,494,7602.22%
Cavalier Investments, LLC 55,911$5,123,6842.10%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,536,0651.72%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$20,828,6951.68%
Capital CS Group, LLC 15,647$1,433,9011.36%
View complete list of ISHARES TR shareholders