LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$127,694,554
-1.3%
1,317,525
-0.6%
0.09%
-3.3%
Q2 2023$129,340,216
-7.4%
1,325,207
-5.9%
0.09%
-15.6%
Q1 2023$139,709,961
-21.7%
1,407,941
-23.5%
0.11%
-28.8%
Q4 2022$178,476,432
-9.1%
1,840,722
-9.9%
0.15%
-19.5%
Q3 2022$196,432,000
-39.2%
2,043,825
-35.9%
0.19%
-38.1%
Q2 2022$323,182,000
+9.3%
3,186,261
+13.1%
0.31%
+20.9%
Q1 2022$295,610,000
+10.7%
2,816,943
+11.7%
0.25%
+13.4%
Q4 2021$267,103,000
+5.8%
2,522,699
+5.6%
0.22%
-5.5%
Q3 2021$252,437,000
+57.0%
2,389,824
+58.0%
0.24%
+45.4%
Q2 2021$160,749,000
+109.8%
1,512,082
+108.6%
0.16%
+85.2%
Q1 2021$76,636,000
+574.1%
724,897
+565.9%
0.09%
+486.7%
Q4 2020$11,368,000
+73.3%
108,855
+72.7%
0.02%
+50.0%
Q3 2020$6,560,000
+32.0%
63,043
+29.9%
0.01%
+11.1%
Q2 2020$4,969,000
-8.6%
48,532
-10.8%
0.01%
-25.0%
Q1 2020$5,436,000
+16.7%
54,415
+17.6%
0.01%
+50.0%
Q4 2019$4,660,000
-4.7%
46,268
-5.2%
0.01%
-20.0%
Q3 2019$4,889,000
-7.7%
48,805
-7.3%
0.01%
-9.1%
Q2 2019$5,295,000
-5.0%
52,645
-5.9%
0.01%
-15.4%
Q1 2019$5,575,000
-15.1%
55,933
-16.5%
0.01%
-23.5%
Q4 2018$6,568,000
+2.3%
67,010
+3.1%
0.02%
+13.3%
Q3 2018$6,423,000
+14.5%
65,020
+15.5%
0.02%0.0%
Q2 2018$5,612,000
+51.6%
56,295
+52.3%
0.02%
+50.0%
Q1 2018$3,701,000
+7.8%
36,959
+7.5%
0.01%0.0%
Q4 2017$3,434,000
+24.8%
34,380
+25.4%
0.01%0.0%
Q3 2017$2,752,000
+7.5%
27,411
+7.5%
0.01%0.0%
Q2 2017$2,560,000
-36.9%
25,500
-36.3%
0.01%
-64.3%
Q1 2017$4,059,000
+21.6%
40,014
+20.7%
0.03%
+12.0%
Q4 2016$3,339,000
+173.7%
33,157
+174.1%
0.02%
+108.3%
Q3 2016$1,220,000
-3.1%
12,095
-2.3%
0.01%
+9.1%
Q2 2016$1,259,000
-49.4%
12,379
-50.0%
0.01%
+57.1%
Q1 2016$2,487,000
+11.8%
24,734
+10.0%
0.01%
+16.7%
Q4 2015$2,225,000
+87.6%
22,476
+88.7%
0.01%
-14.3%
Q3 2015$1,186,000
-52.4%
11,913
-52.2%
0.01%
-46.2%
Q2 2015$2,493,000
-8.5%
24,935
-8.8%
0.01%
-7.1%
Q1 2015$2,724,000
-11.3%
27,338
-11.9%
0.01%
-17.6%
Q4 2014$3,071,000
-19.8%
31,017
-18.4%
0.02%
-26.1%
Q3 2014$3,828,000
-2.2%
38,006
-0.5%
0.02%0.0%
Q2 2014$3,914,000
-1.5%
38,189
-2.8%
0.02%
-4.2%
Q1 2014$3,974,000
-8.9%
39,297
-9.1%
0.02%
-11.1%
Q4 2013$4,364,000
+2.8%
43,222
+3.2%
0.03%
-3.6%
Q3 2013$4,244,000
-9.5%
41,892
-10.1%
0.03%
-17.6%
Q2 2013$4,689,00046,5770.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders