LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,440,442
-3.4%
562,535
-2.4%
0.02%
-5.0%
Q2 2023$28,396,620
+3.7%
576,113
+2.9%
0.02%
-4.8%
Q1 2023$27,394,872
+16.2%
559,650
+12.8%
0.02%
+5.0%
Q4 2022$23,581,886
+5.0%
495,939
+6.7%
0.02%
-9.1%
Q3 2022$22,457,000
-15.6%
464,712
-13.0%
0.02%
-12.0%
Q2 2022$26,597,000
+44.7%
533,972
+51.4%
0.02%
+56.2%
Q1 2022$18,384,000
+64.6%
352,659
+72.2%
0.02%
+77.8%
Q4 2021$11,167,000
+23.5%
204,787
+24.6%
0.01%
+12.5%
Q3 2021$9,042,000
+21.7%
164,331
+21.9%
0.01%0.0%
Q2 2021$7,427,000
+40.8%
134,783
+40.2%
0.01%
+33.3%
Q1 2021$5,275,000
-10.2%
96,147
-8.0%
0.01%
-25.0%
Q4 2020$5,872,000
+25.9%
104,471
+24.7%
0.01%
+14.3%
Q3 2020$4,663,000
+77.4%
83,780
+77.5%
0.01%
+40.0%
Q2 2020$2,628,000
-12.2%
47,201
-13.7%
0.01%
-16.7%
Q1 2020$2,992,000
-58.2%
54,710
-58.1%
0.01%
-53.8%
Q4 2019$7,152,000
+4.5%
130,538
+6.4%
0.01%
-7.1%
Q3 2019$6,842,000
+5.4%
122,646
+2.9%
0.01%0.0%
Q2 2019$6,493,000
+9.7%
119,196
+7.7%
0.01%
+7.7%
Q1 2019$5,918,000
+65.6%
110,664
+61.7%
0.01%
+30.0%
Q4 2018$3,574,000
+11.5%
68,456
+11.6%
0.01%
+25.0%
Q3 2018$3,206,000
-0.4%
61,328
+0.4%
0.01%0.0%
Q2 2018$3,219,000
+5.2%
61,084
+5.1%
0.01%0.0%
Q1 2018$3,061,000
+63.4%
58,122
+61.5%
0.01%
+33.3%
Q4 2017$1,873,000
+38.8%
35,981
+37.9%
0.01%
+20.0%
Q3 2017$1,349,000
+29.0%
26,092
+29.2%
0.01%
+25.0%
Q2 2017$1,046,000
+18.6%
20,189
+18.7%
0.00%
-33.3%
Q1 2017$882,000
+112.5%
17,003
+112.3%
0.01%
+100.0%
Q4 2016$415,000
-63.6%
8,010
-62.5%
0.00%
-72.7%
Q3 2016$1,139,000
+245.2%
21,339
+245.2%
0.01%
+266.7%
Q2 2016$330,000
+57.9%
6,182
+53.0%
0.00%
+200.0%
Q1 2016$209,0004,0400.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders