LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$6,643,000
-2.5%
256,505
-2.4%
0.01%0.0%
Q2 2022$6,812,000
+0.2%
262,909
+0.3%
0.01%0.0%
Q1 2022$6,797,000
+2.4%
262,213
+2.9%
0.01%0.0%
Q4 2021$6,640,000
+5.4%
254,806
+5.9%
0.01%0.0%
Q3 2021$6,299,000
+14.5%
240,588
+14.9%
0.01%0.0%
Q2 2021$5,500,000
+1.0%
209,427
+1.2%
0.01%0.0%
Q1 2021$5,447,000
-0.2%
206,846
-0.1%
0.01%
-14.3%
Q4 2020$5,457,000
+1.1%
207,001
+1.6%
0.01%
-12.5%
Q3 2020$5,398,000
+8.3%
203,680
+8.0%
0.01%
-11.1%
Q2 2020$4,984,000
+5.2%
188,626
+3.6%
0.01%
-10.0%
Q1 2020$4,737,000
-4.4%
182,107
-3.8%
0.01%
+11.1%
Q4 2019$4,953,000
+8.9%
189,294
+8.8%
0.01%0.0%
Q3 2019$4,548,000
+27.5%
173,977
+27.4%
0.01%
+12.5%
Q2 2019$3,567,000
+10.4%
136,571
+9.6%
0.01%
+14.3%
Q1 2019$3,232,000
+22.8%
124,606
+21.3%
0.01%0.0%
Q4 2018$2,631,000
+6.7%
102,720
+5.9%
0.01%
+16.7%
Q3 2018$2,465,000
+18.2%
97,009
+18.7%
0.01%
+20.0%
Q2 2018$2,086,000
+52.3%
81,745
+52.1%
0.01%
+25.0%
Q1 2018$1,370,000
+13.4%
53,742
+14.2%
0.00%0.0%
Q4 2017$1,208,000
+0.2%
47,061
+1.7%
0.00%0.0%
Q3 2017$1,206,000
+12.0%
46,257
+11.7%
0.00%0.0%
Q2 2017$1,077,000
+19.0%
41,426
+17.7%
0.00%
-33.3%
Q1 2017$905,00035,2010.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders