LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 206 filers reported holding ISHARES TR in Q1 2022. 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$41,514,639
-17.0%
1,637,013
-17.2%
0.03%
-19.4%
Q2 2023$49,998,283
+5.0%
1,976,998
+4.6%
0.04%
-2.7%
Q1 2023$47,608,836
+10.7%
1,889,990
+10.0%
0.04%0.0%
Q4 2022$42,989,599
+15.3%
1,717,523
+14.9%
0.04%
+2.8%
Q3 2022$37,295,000
+0.7%
1,494,773
+1.3%
0.04%
+2.9%
Q2 2022$37,040,000
+6.2%
1,476,290
+7.0%
0.04%
+16.7%
Q1 2022$34,867,000
+1.7%
1,379,226
+3.2%
0.03%
+3.4%
Q4 2021$34,291,000
+3.7%
1,335,855
+5.0%
0.03%
-6.5%
Q3 2021$33,077,000
+8.7%
1,272,204
+9.0%
0.03%0.0%
Q2 2021$30,442,000
+9.5%
1,167,473
+9.8%
0.03%
-3.1%
Q1 2021$27,792,000
+12.5%
1,063,202
+13.1%
0.03%0.0%
Q4 2020$24,699,000
+10.1%
940,186
+10.0%
0.03%
-8.6%
Q3 2020$22,428,000
+5.5%
855,039
+5.5%
0.04%
-5.4%
Q2 2020$21,258,000
+8.4%
810,455
+3.3%
0.04%
-11.9%
Q1 2020$19,608,000
+14.2%
784,306
+16.8%
0.04%
+35.5%
Q4 2019$17,165,000
+23.3%
671,540
+23.5%
0.03%
+10.7%
Q3 2019$13,918,000
+15.7%
543,669
+14.8%
0.03%
+7.7%
Q2 2019$12,032,000
+17.1%
473,507
+15.3%
0.03%
+13.0%
Q1 2019$10,271,000
+88.4%
410,669
+82.2%
0.02%
+64.3%
Q4 2018$5,451,000
+64.0%
225,345
+64.7%
0.01%
+75.0%
Q3 2018$3,324,000
+67.9%
136,804
+67.8%
0.01%
+60.0%
Q2 2018$1,980,000
+21.8%
81,537
+22.8%
0.01%
+25.0%
Q1 2018$1,625,000
+207.8%
66,384
+215.0%
0.00%
+100.0%
Q4 2017$528,000
+26.6%
21,075
+28.2%
0.00%
+100.0%
Q3 2017$417,000
-60.4%
16,445
-60.7%
0.00%
-75.0%
Q2 2017$1,054,000
+18.0%
41,807
+16.8%
0.00%
-33.3%
Q1 2017$893,00035,8070.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 544,910$13,988,00014.17%
Aptus Capital Advisors, LLC 7,490,135$192,272,0005.77%
Tillar-Wenstrup Advisors, LLC 398,503$10,230,0004.82%
NovaPoint Capital, LLC 517,808$13,292,0004.76%
TLWM 352,525$9,049,0003.03%
PFG Private Wealth Management, LLC 210,577$5,406,0002.79%
Cribstone Capital Management, LLC 192,296$4,936,0002.74%
RVW Wealth, LLC 934,641$23,992,0002.68%
SONATA CAPITAL GROUP INC 247,322$6,349,0002.66%
Madden Advisory Services, Inc. 127,206$3,265,0002.14%
View complete list of ISHARES TR shareholders