LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,790,586
-4.4%
279,105
-0.4%
0.01%0.0%
Q2 2023$14,421,740
+6.2%
280,306
+3.3%
0.01%
-9.1%
Q1 2023$13,581,654
-6.4%
271,470
-11.8%
0.01%
-8.3%
Q4 2022$14,513,835
+18.2%
307,757
+12.2%
0.01%0.0%
Q3 2022$12,277,000
-12.7%
274,172
-6.4%
0.01%
-7.7%
Q2 2022$14,060,000
-16.0%
292,907
-5.6%
0.01%
-7.1%
Q1 2022$16,740,000
-5.4%
310,237
+0.0%
0.01%
-6.7%
Q4 2021$17,703,000
+8.5%
310,137
+5.4%
0.02%0.0%
Q3 2021$16,319,000
+9.8%
294,199
+10.8%
0.02%0.0%
Q2 2021$14,866,000
+4.5%
265,457
-0.0%
0.02%
-6.2%
Q1 2021$14,223,000
+5.3%
265,558
+2.6%
0.02%
-5.9%
Q4 2020$13,505,000
+13.4%
258,707
+5.2%
0.02%
-10.5%
Q3 2020$11,911,000
-3.6%
245,884
-7.7%
0.02%
-13.6%
Q2 2020$12,354,000
-9.1%
266,312
-18.9%
0.02%
-24.1%
Q1 2020$13,590,000
-0.5%
328,424
+15.1%
0.03%
+16.0%
Q4 2019$13,654,000
-8.1%
285,400
-11.5%
0.02%
-16.7%
Q3 2019$14,852,000
-3.9%
322,439
-4.0%
0.03%
-9.1%
Q2 2019$15,451,000
+1.2%
335,749
-1.7%
0.03%
-5.7%
Q1 2019$15,266,000
+2.0%
341,523
-5.7%
0.04%
-12.5%
Q4 2018$14,961,000
-28.6%
362,162
-22.0%
0.04%
-20.0%
Q3 2018$20,968,000
+5.6%
464,607
+3.8%
0.05%
-3.8%
Q2 2018$19,854,000
-0.4%
447,565
+0.1%
0.05%
-5.5%
Q1 2018$19,925,000
+3.5%
447,052
+4.3%
0.06%
-6.8%
Q4 2017$19,250,000
+4.1%
428,542
+3.9%
0.06%
-9.2%
Q3 2017$18,496,000
+23.5%
412,573
+20.2%
0.06%
+14.0%
Q2 2017$14,974,000
+8.3%
343,366
+5.3%
0.06%
-39.4%
Q1 2017$13,822,000
+54.7%
326,067
+48.5%
0.09%
+38.2%
Q4 2016$8,932,000
+21.9%
219,512
+22.2%
0.07%
-2.9%
Q3 2016$7,328,000
+12.1%
179,656
+9.0%
0.07%
+27.3%
Q2 2016$6,535,000
-54.1%
164,784
-55.1%
0.06%
+37.5%
Q1 2016$14,246,000
-17.0%
366,792
-17.7%
0.04%
-16.7%
Q4 2015$17,165,000
+146.3%
445,836
+149.0%
0.05%
+26.3%
Q3 2015$6,968,000
-3.4%
179,080
-0.3%
0.04%
+2.7%
Q2 2015$7,213,000
+12.4%
179,650
+14.7%
0.04%
+12.1%
Q1 2015$6,417,000
-0.7%
156,615
-2.8%
0.03%
-5.7%
Q4 2014$6,465,000
+6.2%
161,147
+3.6%
0.04%
-2.8%
Q3 2014$6,090,000
+14.2%
155,556
+18.0%
0.04%
+16.1%
Q2 2014$5,333,000
+16.6%
131,789
+12.8%
0.03%
+10.7%
Q1 2014$4,573,000
-2.3%
116,827
-3.9%
0.03%
-3.4%
Q4 2013$4,679,000
+17.2%
121,533
+13.2%
0.03%
+7.4%
Q3 2013$3,992,000
-3.4%
107,363
-7.8%
0.03%
-10.0%
Q2 2013$4,131,000116,5040.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 132,223$6,235,6375.32%
Arden Trust Co 514,670$24,271,8374.93%
Wealth Quarterback LLC 98,743$4,656,7153.86%
Strategic Wealth Partners Group, LLC 348,757$16,4473.49%
Affiance Financial, LLC 154,371$7,280,1362.95%
Fort Henry Capital, LLC 69,115$3,259,4632.95%
Strategic Family Wealth Counselors, L.L.C. 119,145$5,618,8782.78%
Bell Investment Advisors, Inc 229,188$10,808,4922.69%
Worth Financial Advisory Group, LLC 39,319$1,854,2612.15%
UNIQUE WEALTH, LLC 85,185$4,017,3142.14%
View complete list of ISHARES TR shareholders