LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,325,804
-10.3%
569,059
-7.0%
0.01%
-6.7%
Q2 2023$21,553,875
-6.3%
611,631
-7.1%
0.02%
-16.7%
Q1 2023$23,012,628
-6.7%
658,256
-10.3%
0.02%
-14.3%
Q4 2022$24,652,117
-1.5%
733,476
-4.4%
0.02%
-12.5%
Q3 2022$25,025,000
-6.2%
767,175
-0.6%
0.02%
-4.0%
Q2 2022$26,687,000
-15.9%
771,965
-8.4%
0.02%
-7.4%
Q1 2022$31,749,000
-5.4%
842,817
+0.5%
0.03%
-3.6%
Q4 2021$33,563,000
+7.0%
838,860
+5.6%
0.03%
-3.4%
Q3 2021$31,366,000
+6.0%
794,078
+6.8%
0.03%
-3.3%
Q2 2021$29,589,000
+9.6%
743,430
+6.4%
0.03%
-3.2%
Q1 2021$26,995,000
+9.7%
698,452
+10.0%
0.03%
-3.1%
Q4 2020$24,610,000
+53.6%
635,090
+47.3%
0.03%
+28.0%
Q3 2020$16,021,000
+19.7%
431,032
+17.3%
0.02%
+8.7%
Q2 2020$13,379,000
+18.4%
367,457
+9.9%
0.02%
-4.2%
Q1 2020$11,296,000
-9.3%
334,402
-2.7%
0.02%
+4.3%
Q4 2019$12,461,000
+15.5%
343,836
+13.6%
0.02%
+4.5%
Q3 2019$10,791,000
+3.2%
302,619
+2.4%
0.02%0.0%
Q2 2019$10,459,000
+2.1%
295,527
-0.4%
0.02%
-4.3%
Q1 2019$10,243,000
+3.2%
296,732
-2.2%
0.02%
-11.5%
Q4 2018$9,926,000
-10.2%
303,376
-6.2%
0.03%0.0%
Q3 2018$11,053,000
-7.8%
323,272
-8.3%
0.03%
-16.1%
Q2 2018$11,986,000
-6.9%
352,517
-6.2%
0.03%
-11.4%
Q1 2018$12,879,000
+5.3%
375,912
+6.5%
0.04%
-5.4%
Q4 2017$12,228,000
+10.8%
352,894
+10.2%
0.04%
-5.1%
Q3 2017$11,037,000
+6.8%
320,100
+5.2%
0.04%0.0%
Q2 2017$10,339,000
+12.8%
304,281
+10.7%
0.04%
-37.1%
Q1 2017$9,164,000
+9.2%
274,773
+6.6%
0.06%
-3.1%
Q4 2016$8,392,000
+5.0%
257,734
+7.0%
0.06%
-15.8%
Q3 2016$7,996,000
+5.3%
240,903
+4.1%
0.08%
+18.8%
Q2 2016$7,597,000
-47.6%
231,336
-48.7%
0.06%
+60.0%
Q1 2016$14,492,000
+1.7%
451,315
-0.2%
0.04%0.0%
Q4 2015$14,248,000
+70.9%
452,314
+72.5%
0.04%
-13.0%
Q3 2015$8,335,000
-8.0%
262,267
-6.4%
0.05%0.0%
Q2 2015$9,058,000
+10.9%
280,246
+13.5%
0.05%
+9.5%
Q1 2015$8,165,000
+4.5%
246,983
+3.1%
0.04%
-2.3%
Q4 2014$7,813,000
+5.9%
239,657
+5.2%
0.04%
-2.3%
Q3 2014$7,375,000
-2.5%
227,752
-0.4%
0.04%0.0%
Q2 2014$7,562,000
+13.9%
228,607
+11.5%
0.04%
+7.3%
Q1 2014$6,641,000
+13.0%
205,039
+11.7%
0.04%
+10.8%
Q4 2013$5,878,000
+6.7%
183,630
+4.9%
0.04%0.0%
Q3 2013$5,507,000
+8.9%
175,057
+6.4%
0.04%
+2.8%
Q2 2013$5,059,000164,4600.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders