LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 58 filers reported holding ISHARES TR in Q3 2023. 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 2023$9,186,115
-17.6%
246,740
-15.3%
0.01%
-25.0%
Q2 2023$11,144,022
+2.0%
291,343
-0.5%
0.01%
-11.1%
Q1 2023$10,927,031
+4.2%
292,714
+4.7%
0.01%0.0%
Q4 2022$10,490,306
+10.6%
279,667
-0.4%
0.01%0.0%
Q3 2022$9,489,000
-8.3%
280,835
-1.6%
0.01%
-10.0%
Q2 2022$10,346,000
-5.5%
285,260
+8.7%
0.01%
+11.1%
Q1 2022$10,949,000
-9.6%
262,381
-7.4%
0.01%
-10.0%
Q4 2021$12,118,000
+58.5%
283,405
+45.2%
0.01%
+42.9%
Q3 2021$7,647,000
+578.5%
195,132
+579.8%
0.01%
+600.0%
Q2 2021$1,127,000
+43.0%
28,704
+34.6%
0.00%0.0%
Q1 2021$788,000
+58.9%
21,329
+42.6%
0.00%0.0%
Q4 2020$496,000
+143.1%
14,957
+110.5%
0.00%
Q3 2020$204,000
+0.5%
7,105
-4.4%
0.00%
Q2 2020$203,000
-18.8%
7,434
-31.6%
0.00%
-100.0%
Q1 2020$250,000
-26.5%
10,874
-1.8%
0.00%0.0%
Q4 2019$340,000
+19.3%
11,076
+9.6%
0.00%0.0%
Q3 2019$285,000
+1.8%
10,105
+0.0%
0.00%0.0%
Q2 2019$280,00010,1040.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Mountain Advisors, LLC 90,659$3,375,2341.00%
Kellett Wealth Advisors, LLC 19,649$731,5340.63%
Truadvice, LLC 42,915$1,592,9990.62%
Breakwater Capital Group 38,765$1,405,6190.48%
MidWestOne Financial Group, Inc. 43,726$1,627,9190.37%
TANDEM CAPITAL MANAGEMENT CORP /ADV 21,960$817,5700.28%
Next Capital Management LLC 12,487$464,8910.21%
Princeton Global Asset Management LLC 17,200$640,3560.18%
PFG Private Wealth Management, LLC 5,638$209,9030.16%
RMR Wealth Builders 22,232$827,6790.13%
View complete list of ISHARES TR shareholders