LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 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$35,073,508
+15.2%
900,938
+19.6%
0.02%
+13.6%
Q2 2023$30,435,287
-0.3%
753,162
-1.6%
0.02%
-8.3%
Q1 2023$30,512,339
+0.5%
765,488
-4.2%
0.02%
-7.7%
Q4 2022$30,372,273
+0.1%
799,060
-3.6%
0.03%
-10.3%
Q3 2022$30,345,000
-9.3%
828,861
-3.5%
0.03%
-9.4%
Q2 2022$33,466,000
-15.5%
858,976
-6.8%
0.03%
-5.9%
Q1 2022$39,621,000
-5.1%
922,053
+0.4%
0.03%
-2.9%
Q4 2021$41,749,000
+5.9%
918,156
+4.2%
0.04%
-5.4%
Q3 2021$39,408,000
+6.8%
880,833
+7.5%
0.04%0.0%
Q2 2021$36,905,000
+13.4%
819,192
+9.7%
0.04%0.0%
Q1 2021$32,534,000
+14.7%
747,059
+13.8%
0.04%0.0%
Q4 2020$28,364,000
+16.3%
656,565
+10.5%
0.04%
-2.6%
Q3 2020$24,399,000
+7.3%
594,376
+4.2%
0.04%
-5.0%
Q2 2020$22,739,000
+16.7%
570,329
+7.5%
0.04%
-4.8%
Q1 2020$19,484,000
+9.3%
530,319
+19.4%
0.04%
+31.2%
Q4 2019$17,820,000
+10.7%
444,048
+8.3%
0.03%
-3.0%
Q3 2019$16,103,000
+5.9%
409,855
+5.2%
0.03%
+3.1%
Q2 2019$15,207,000
+4.7%
389,735
+2.2%
0.03%
-3.0%
Q1 2019$14,520,000
+5.2%
381,500
-1.4%
0.03%
-10.8%
Q4 2018$13,807,000
+0.2%
386,968
+6.4%
0.04%
+12.1%
Q3 2018$13,774,000
+7.1%
363,525
+6.1%
0.03%
-2.9%
Q2 2018$12,859,000
+0.7%
342,623
+1.3%
0.03%
-2.9%
Q1 2018$12,773,000
+2.4%
338,165
+3.1%
0.04%
-7.9%
Q4 2017$12,473,000
+4.9%
327,893
+4.7%
0.04%
-9.5%
Q3 2017$11,894,000
+5.4%
313,259
+3.5%
0.04%
-2.3%
Q2 2017$11,285,000
-3.0%
302,785
-5.1%
0.04%
-45.6%
Q1 2017$11,638,000
+12.1%
319,190
+8.4%
0.08%0.0%
Q4 2016$10,384,000
+18.3%
294,335
+20.0%
0.08%
-4.8%
Q3 2016$8,778,000
+17.4%
245,206
+15.3%
0.08%
+31.7%
Q2 2016$7,478,000
-57.5%
212,621
-58.4%
0.06%
+28.6%
Q1 2016$17,577,000
-5.0%
510,500
-6.5%
0.05%
-3.9%
Q4 2015$18,511,000
+83.7%
546,206
+85.4%
0.05%
-7.3%
Q3 2015$10,077,000
+5.9%
294,656
+8.3%
0.06%
+14.6%
Q2 2015$9,512,000
+24.3%
272,083
+27.0%
0.05%
+23.1%
Q1 2015$7,654,000
+30.0%
214,166
+27.9%
0.04%
+21.9%
Q4 2014$5,888,000
+21.3%
167,419
+19.9%
0.03%
+10.3%
Q3 2014$4,853,000
+3.4%
139,646
+6.3%
0.03%
+7.4%
Q2 2014$4,694,000
+3.1%
131,403
+0.5%
0.03%
-3.6%
Q1 2014$4,551,000
+25.7%
130,703
+23.8%
0.03%
+21.7%
Q4 2013$3,621,000
+3.0%
105,540
+0.6%
0.02%0.0%
Q3 2013$3,515,000
-6.8%
104,956
-9.9%
0.02%
-14.8%
Q2 2013$3,772,000116,4890.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders