LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,098,656
-14.7%
194,434
-12.0%
0.01%
-17.6%
Q2 2023$23,551,662
+52.0%
220,852
+38.7%
0.02%
+41.7%
Q1 2023$15,496,391
+21.5%
159,248
+12.4%
0.01%
+9.1%
Q4 2022$12,749,832
+6.3%
141,712
+0.3%
0.01%
-8.3%
Q3 2022$11,998,000
-1.1%
141,320
+4.6%
0.01%0.0%
Q2 2022$12,134,000
-13.6%
135,111
+4.0%
0.01%0.0%
Q1 2022$14,040,000
+141.4%
129,902
+154.5%
0.01%
+140.0%
Q4 2021$5,816,000
+20.6%
51,037
+9.1%
0.01%0.0%
Q3 2021$4,822,000
+3.6%
46,796
+3.4%
0.01%0.0%
Q2 2021$4,653,000
+48.8%
45,257
+37.2%
0.01%
+25.0%
Q1 2021$3,126,000
+22.3%
32,995
+16.6%
0.00%
+33.3%
Q4 2020$2,556,000
+20.7%
28,309
+8.6%
0.00%0.0%
Q3 2020$2,117,000
+29.3%
26,065
+17.8%
0.00%0.0%
Q2 2020$1,637,000
+31.8%
22,118
+9.6%
0.00%0.0%
Q1 2020$1,242,000
-91.2%
20,184
-89.3%
0.00%
-88.5%
Q4 2019$14,165,000
+11.8%
188,534
+2.5%
0.03%0.0%
Q3 2019$12,673,000
-3.4%
183,856
-4.7%
0.03%
-7.1%
Q2 2019$13,119,000
+13.0%
192,835
+9.0%
0.03%
+7.7%
Q1 2019$11,609,000
+19.4%
176,909
+6.2%
0.03%0.0%
Q4 2018$9,723,000
+385.7%
166,526
+462.1%
0.03%
+420.0%
Q3 2018$2,002,000
+16.1%
29,628
+8.4%
0.01%0.0%
Q2 2018$1,724,000
-2.8%
27,340
-6.4%
0.01%0.0%
Q1 2018$1,774,000
-2.8%
29,214
-1.6%
0.01%
-16.7%
Q4 2017$1,825,000
+9.8%
29,690
+3.0%
0.01%0.0%
Q3 2017$1,662,000
+3.4%
28,832
-0.1%
0.01%0.0%
Q2 2017$1,607,000
+5.5%
28,862
+2.1%
0.01%
-40.0%
Q1 2017$1,523,000
+1.5%
28,263
-3.4%
0.01%
-9.1%
Q4 2016$1,500,000
+6.5%
29,263
+1.5%
0.01%
-15.4%
Q3 2016$1,408,000
+1.7%
28,829
-0.9%
0.01%
+8.3%
Q2 2016$1,385,000
-44.6%
29,085
-45.7%
0.01%
+71.4%
Q1 2016$2,502,000
+3.6%
53,598
+2.5%
0.01%0.0%
Q4 2015$2,414,000
+116.1%
52,308
+111.9%
0.01%
+16.7%
Q3 2015$1,117,000
+0.7%
24,685
+4.6%
0.01%0.0%
Q2 2015$1,109,000
+87.0%
23,607
+84.8%
0.01%
+100.0%
Q1 2015$593,000
+21.5%
12,776
+23.5%
0.00%0.0%
Q4 2014$488,000
-2.4%
10,344
-8.2%
0.00%0.0%
Q3 2014$500,000
+6.6%
11,273
+7.2%
0.00%0.0%
Q2 2014$469,000
+9.6%
10,514
+4.5%
0.00%0.0%
Q1 2014$428,000
+5.7%
10,064
+4.3%
0.00%0.0%
Q4 2013$405,000
+14.7%
9,651
+6.0%
0.00%
+50.0%
Q3 2013$353,0009,1010.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gilbert & Cook, Inc. 566,111$58,518,8559.23%
Strategic Equity Management 235,177$24,310,2189.16%
KM Capital Management Ltd. 114,384$11,823,9298.09%
DOHJ, LLC 123,050$12,752,8915.69%
WFA Asset Management Corp 84,968$8,783,1305.25%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 117,527$12,148,7764.12%
TOMPKINS FINANCIAL CORP 213,300$22,048,8213.47%
ShoreHaven Wealth Partners, LLC 43,715$4,518,8203.11%
Dechtman Wealth Management, LLC 95,263$9,8472.92%
Pegasus Partners Ltd. 155,506$16,074,6132.26%
View complete list of ISHARES TR shareholders