LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$135,293,744
-15.4%
2,789,562
-1.5%
0.10%
-16.7%
Q2 2023$159,832,719
+14.5%
2,830,902
+9.5%
0.11%
+4.6%
Q1 2023$139,613,879
-3.0%
2,586,400
-5.6%
0.11%
-11.4%
Q4 2022$143,988,775
+8.3%
2,738,991
-2.8%
0.12%
-3.9%
Q3 2022$132,894,000
-14.5%
2,816,741
-8.6%
0.13%
-13.5%
Q2 2022$155,448,000
-15.6%
3,081,831
+1.9%
0.15%
-6.3%
Q1 2022$184,282,000
-8.1%
3,022,995
-0.8%
0.16%
-6.0%
Q4 2021$200,595,000
+5.5%
3,046,238
+0.6%
0.17%
-6.1%
Q3 2021$190,131,000
+16.1%
3,028,534
+567.5%
0.18%
+7.8%
Q2 2021$163,806,000
-25.9%
453,705
-32.2%
0.17%
-34.6%
Q1 2021$220,937,000
-15.7%
668,776
-16.5%
0.25%
-25.3%
Q4 2020$262,208,000
+22.2%
801,124
+11.9%
0.34%
+1.5%
Q3 2020$214,557,000
+27.9%
716,097
+13.1%
0.34%
+14.7%
Q2 2020$167,692,000
+159.8%
633,348
+121.1%
0.29%
+110.1%
Q1 2020$64,553,000
-13.9%
286,458
+1.0%
0.14%
+2.2%
Q4 2019$74,956,000
+19.9%
283,582
+12.2%
0.14%
+7.1%
Q3 2019$62,515,000
+6.9%
252,851
+4.1%
0.13%
+1.6%
Q2 2019$58,454,000
-10.1%
242,830
-13.6%
0.12%
-15.5%
Q1 2019$65,046,000
+26.1%
280,940
+8.8%
0.15%
+8.0%
Q4 2018$51,576,000
+10.7%
258,123
+26.1%
0.14%
+22.3%
Q3 2018$46,570,000
+28.8%
204,723
+13.7%
0.11%
+17.9%
Q2 2018$36,144,000
+53.5%
180,133
+41.5%
0.10%
+46.2%
Q1 2018$23,549,000
+25.1%
127,283
+17.3%
0.06%
+14.0%
Q4 2017$18,825,000
-0.3%
108,497
-4.0%
0.06%
-14.9%
Q3 2017$18,873,000
-12.8%
112,993
-13.0%
0.07%
-18.3%
Q2 2017$21,650,000
+34.1%
129,942
+22.1%
0.08%
-25.5%
Q1 2017$16,141,000
+102.0%
106,403
+77.9%
0.11%
+80.3%
Q4 2016$7,991,000
+6.6%
59,815
+15.0%
0.06%
-14.1%
Q3 2016$7,495,000
+30.3%
52,002
+24.3%
0.07%
+44.9%
Q2 2016$5,752,000
-38.7%
41,825
-44.9%
0.05%
+88.5%
Q1 2016$9,386,000
+35.6%
75,966
+31.6%
0.03%
+36.8%
Q4 2015$6,922,000
+81.2%
57,742
+73.5%
0.02%
-9.5%
Q3 2015$3,821,000
-42.3%
33,281
-39.7%
0.02%
-38.2%
Q2 2015$6,618,000
+54.8%
55,221
+53.5%
0.03%
+54.5%
Q1 2015$4,275,000
-21.4%
35,980
-25.2%
0.02%
-26.7%
Q4 2014$5,438,000
+99.6%
48,075
+75.7%
0.03%
+87.5%
Q3 2014$2,724,000
-53.9%
27,363
-52.7%
0.02%
-52.9%
Q2 2014$5,905,000
+110.7%
57,881
+104.1%
0.03%
+100.0%
Q1 2014$2,802,000
-31.3%
28,356
-35.5%
0.02%
-32.0%
Q4 2013$4,080,000
+9.5%
43,958
+3.3%
0.02%0.0%
Q3 2013$3,727,000
-18.6%
42,553
-27.0%
0.02%
-24.2%
Q2 2013$4,577,00058,2830.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders