LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 129 filers reported holding ISHARES TR in Q4 2021. 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$27,359,387
+4.1%
1,172,462
+4.7%
0.02%0.0%
Q2 2023$26,282,226
+6.8%
1,119,822
+8.0%
0.02%0.0%
Q1 2023$24,609,373
+17.4%
1,037,057
+15.6%
0.02%
+5.6%
Q4 2022$20,953,705
-1.1%
897,375
-2.2%
0.02%
-10.0%
Q3 2022$21,194,000
+3.3%
917,487
+6.4%
0.02%
+5.3%
Q2 2022$20,513,000
-1.2%
862,247
+2.4%
0.02%
+5.6%
Q1 2022$20,765,000
+4.4%
842,382
+10.4%
0.02%
+5.9%
Q4 2021$19,894,000
+68.6%
763,118
+71.4%
0.02%
+54.5%
Q3 2021$11,799,000
+29.7%
445,229
+30.2%
0.01%
+22.2%
Q2 2021$9,099,000
+107.8%
341,947
+105.9%
0.01%
+80.0%
Q1 2021$4,378,000
+15.4%
166,090
+18.6%
0.01%0.0%
Q4 2020$3,794,000
+1.5%
139,985
+0.5%
0.01%
-16.7%
Q3 2020$3,737,000
+0.1%
139,325
-0.4%
0.01%
-14.3%
Q2 2020$3,733,000
+12.2%
139,927
+3.2%
0.01%0.0%
Q1 2020$3,328,000
+2.8%
135,580
+7.1%
0.01%
+16.7%
Q4 2019$3,236,000
+34.2%
126,566
+33.7%
0.01%
+20.0%
Q3 2019$2,412,000
+11.0%
94,689
+9.2%
0.01%0.0%
Q2 2019$2,173,000
+31.3%
86,713
+27.0%
0.01%
+25.0%
Q1 2019$1,655,000
+96.8%
68,264
+87.0%
0.00%
+100.0%
Q4 2018$841,000
+298.6%
36,499
+302.5%
0.00%
+100.0%
Q3 2018$211,0009,0680.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders