LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q1 2022
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 7,281,389$179,486,0004.47%
Karp Capital Management Corp 819,811$20,208,0002.94%
4Thought Financial Group Inc. 128,849$3,176,0002.82%
CAPITAL ADVISORS INC/OK 3,864,274$95,254,0002.61%
PFG Private Wealth Management, LLC 199,655$4,922,0002.53%
Sound View Wealth Advisors Group, LLC 523,281$12,899,0002.45%
Peloton Wealth Strategists 225,700$5,564,0002.32%
Legacy CG, LLC 132,333$3,262,0002.12%
RVW Wealth, LLC 737,984$18,191,0002.10%
IRON Financial LLC 182,038$4,487,0002.07%
View complete list of ISHARES TR shareholders