LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 112 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$18,468,388
+3.6%
409,680
+8.5%
0.01%0.0%
Q2 2023$17,819,296
+89.1%
377,688
+91.7%
0.01%
+85.7%
Q1 2023$9,423,763
+167.3%
196,985
+158.8%
0.01%
+133.3%
Q4 2022$3,525,862
-10.9%
76,111
-12.7%
0.00%
-25.0%
Q3 2022$3,958,000
-5.2%
87,232
+0.9%
0.00%0.0%
Q2 2022$4,173,000
-68.3%
86,458
-65.9%
0.00%
-63.6%
Q1 2022$13,159,000
-7.7%
253,887
-0.2%
0.01%
-8.3%
Q4 2021$14,254,000
-6.9%
254,270
-6.4%
0.01%
-14.3%
Q3 2021$15,303,000
-6.4%
271,661
-5.5%
0.01%
-17.6%
Q2 2021$16,344,000
-2.7%
287,486
-5.1%
0.02%
-10.5%
Q1 2021$16,794,000
+5.1%
302,979
+11.0%
0.02%
-9.5%
Q4 2020$15,980,000
+27.5%
273,067
+26.0%
0.02%
+5.0%
Q3 2020$12,536,000
+270.2%
216,770
+270.3%
0.02%
+233.3%
Q2 2020$3,386,000
+26.5%
58,539
+20.6%
0.01%0.0%
Q1 2020$2,677,000
+8.9%
48,546
+7.9%
0.01%
+50.0%
Q4 2019$2,458,000
+59.0%
44,972
+59.4%
0.00%
+33.3%
Q3 2019$1,546,000
+49.8%
28,209
+46.9%
0.00%
+50.0%
Q2 2019$1,032,000
+16.7%
19,198
+13.2%
0.00%0.0%
Q1 2019$884,000
+35.0%
16,953
+29.6%
0.00%0.0%
Q4 2018$655,000
-1.9%
13,081
-1.3%
0.00%0.0%
Q3 2018$668,000
+3.7%
13,253
+3.8%
0.00%0.0%
Q2 2018$644,000
+11.6%
12,772
+13.1%
0.00%0.0%
Q1 2018$577,000
+3.2%
11,288
+6.7%
0.00%0.0%
Q4 2017$559,000
+3.7%
10,582
+3.6%
0.00%0.0%
Q3 2017$539,000
+4.5%
10,212
+3.7%
0.00%0.0%
Q2 2017$516,000
+11.9%
9,843
+10.5%
0.00%
-33.3%
Q1 2017$461,000
-22.4%
8,904
-22.9%
0.00%
-40.0%
Q4 2016$594,000
-7.3%
11,545
-4.0%
0.01%
-16.7%
Q3 2016$641,000
-14.6%
12,026
-13.5%
0.01%0.0%
Q2 2016$751,000
-74.9%
13,898
-75.6%
0.01%
-25.0%
Q1 2016$2,988,000
+37.3%
56,872
+32.2%
0.01%
+33.3%
Q4 2015$2,176,000
+350.5%
43,030
+354.0%
0.01%
+100.0%
Q3 2015$483,000
+16.7%
9,479
+16.0%
0.00%
+50.0%
Q2 2015$414,000
-7.4%
8,172
-3.6%
0.00%0.0%
Q1 2015$447,000
+117.0%
8,480
+103.9%
0.00%
+100.0%
Q2 2013$206,0004,1580.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pacific Wealth Management 464,111$20,922,11213.76%
STERLING INVESTMENT ADVISORS LLC /ADV 167,901$7,568,9914.82%
PALLADIEM, LLC 68,735$3,098,5743.34%
Stratos Investment Management, LLC 457,751$20,635,4273.08%
LFA - Lugano Financial Advisors SA 65,962$2,973,5672.55%
COLTON GROOME FINANCIAL ADVISORS, LLC 105,910$4,774,4232.39%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 176,360$7,950,2992.10%
Miracle Mile Advisors, LLC 1,484,485$66,920,5802.06%
ShoreHaven Wealth Partners, LLC 55,481$2,501,0831.72%
Treynor Bancshares, Inc. 38,493$1,735,3011.10%
View complete list of ISHARES TR shareholders