LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 37 filers reported holding ISHARES TR in Q4 2020. 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$4,629,557
-0.7%
156,510
+3.5%
0.00%0.0%
Q2 2023$4,663,513
+0.7%
151,167
+1.5%
0.00%
-25.0%
Q1 2023$4,630,312
+79.1%
148,969
+72.8%
0.00%
+100.0%
Q4 2022$2,585,889
+18.3%
86,196
+3.2%
0.00%0.0%
Q3 2022$2,186,000
-6.4%
83,526
+3.0%
0.00%0.0%
Q2 2022$2,336,000
-3.0%
81,073
+15.7%
0.00%0.0%
Q1 2022$2,408,000
-8.8%
70,094
-3.7%
0.00%0.0%
Q4 2021$2,640,000
+11.5%
72,819
+12.0%
0.00%0.0%
Q3 2021$2,368,000
+13.6%
65,017
+14.5%
0.00%0.0%
Q2 2021$2,085,000
-17.0%
56,788
-20.9%
0.00%
-33.3%
Q1 2021$2,511,000
+56.4%
71,771
+48.7%
0.00%
+50.0%
Q4 2020$1,605,000
+20.4%
48,252
+8.8%
0.00%0.0%
Q3 2020$1,333,000
+30.2%
44,339
+18.7%
0.00%0.0%
Q2 2020$1,024,000
+63.1%
37,358
+36.0%
0.00%
+100.0%
Q1 2020$628,000
-7.5%
27,479
+28.4%
0.00%0.0%
Q4 2019$679,000
-13.4%
21,407
-22.0%
0.00%
-50.0%
Q3 2019$784,000
+0.1%
27,436
+1.4%
0.00%0.0%
Q2 2019$783,000
+1.2%
27,047
+0.0%
0.00%0.0%
Q1 2019$774,000
+11.8%
27,041
+1.1%
0.00%0.0%
Q4 2018$692,000
-24.9%
26,760
-8.8%
0.00%0.0%
Q3 2018$921,000
+36.2%
29,335
+37.7%
0.00%0.0%
Q2 2018$676,000
+89.9%
21,299
+95.3%
0.00%
+100.0%
Q1 2018$356,000
-9.6%
10,907
-10.2%
0.00%0.0%
Q4 2017$394,000
+3.4%
12,149
-1.9%
0.00%0.0%
Q3 2017$381,000
+1.9%
12,382
-6.0%
0.00%0.0%
Q2 2017$374,000
+6.6%
13,1770.0%0.00%
-50.0%
Q1 2017$351,000
+44.4%
13,177
+30.6%
0.00%0.0%
Q4 2016$243,000
+13.0%
10,090
+20.0%
0.00%0.0%
Q3 2016$215,0008,4110.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders