LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 106 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,653,863
-1.2%
84,303
+4.2%
0.00%0.0%
Q2 2023$2,685,884
+50.4%
80,900
+46.4%
0.00%
+100.0%
Q1 2023$1,785,837
+45.2%
55,257
+38.5%
0.00%0.0%
Q4 2022$1,229,825
-10.7%
39,891
-22.2%
0.00%0.0%
Q3 2022$1,377,000
-2.4%
51,249
+8.7%
0.00%0.0%
Q2 2022$1,411,000
-13.4%
47,142
+2.6%
0.00%0.0%
Q1 2022$1,630,000
+3.8%
45,954
+11.3%
0.00%0.0%
Q4 2021$1,571,000
-73.7%
41,299
-73.7%
0.00%
-83.3%
Q3 2021$5,971,000
-16.8%
156,811
-15.5%
0.01%
-14.3%
Q2 2021$7,176,000
+73.5%
185,524
+68.6%
0.01%
+40.0%
Q1 2021$4,137,000
+521.2%
110,039
+522.1%
0.01%
+400.0%
Q4 2020$666,000
+34.8%
17,689
+21.7%
0.00%0.0%
Q3 2020$494,000
+42.8%
14,538
+31.7%
0.00%0.0%
Q2 2020$346,000
+40.7%
11,041
+39.6%
0.00%
Q4 2019$246,000
-7.9%
7,908
-12.9%
0.00%
-100.0%
Q3 2019$267,000
-3.3%
9,080
-2.4%
0.00%0.0%
Q2 2019$276,000
-7.7%
9,304
-11.1%
0.00%0.0%
Q1 2019$299,000
-39.5%
10,467
-45.8%
0.00%0.0%
Q4 2018$494,000
-9.0%
19,296
+8.3%
0.00%0.0%
Q3 2018$543,000
+7.3%
17,825
+4.4%
0.00%0.0%
Q2 2018$506,000
+3.3%
17,067
+6.6%
0.00%0.0%
Q1 2018$490,000
+8.6%
16,003
+8.2%
0.00%0.0%
Q4 2017$451,000
+35.4%
14,797
+34.1%
0.00%0.0%
Q3 2017$333,000
+47.3%
11,034
+37.3%
0.00%0.0%
Q2 2017$226,0008,0390.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders