LPL Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 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$5,844,723
+159.0%
102,377
+176.3%
0.00%
+100.0%
Q2 2023$2,256,635
-4.8%
37,049
-6.9%
0.00%0.0%
Q1 2023$2,371,293
+11.1%
39,793
+1.2%
0.00%0.0%
Q4 2022$2,134,332
+44.4%
39,328
+23.9%
0.00%
+100.0%
Q3 2022$1,478,000
-8.6%
31,736
+2.3%
0.00%
-50.0%
Q2 2022$1,617,000
-29.6%
31,009
-17.6%
0.00%0.0%
Q1 2022$2,297,000
+1.2%
37,649
+14.1%
0.00%0.0%
Q4 2021$2,269,000
-12.4%
32,994
-13.7%
0.00%0.0%
Q3 2021$2,591,000
+180.4%
38,242
+180.3%
0.00%
+100.0%
Q2 2021$924,000
+57.4%
13,644
+50.9%
0.00%0.0%
Q1 2021$587,000
+147.7%
9,042
+140.9%
0.00%
Q4 2020$237,0003,7530.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 51,691$2,9513.64%
Atlantic Private Wealth, LLC 43,251$2,469,2042.49%
Values Added Financial LLC 39,382$2,248,3182.05%
One Wealth Advisors, LLC 59,852$3,416,9510.76%
Klaas Financial Asset Advisors, LLC 57,596$3,288,1560.74%
TCWP LLC 15,154$865,1650.66%
Walkner Condon Financial Advisors LLC 42,886$2,448,3270.65%
Equita Financial Network, Inc. 17,165$9800.60%
VERITY Wealth Advisors 10,345$590,5960.56%
Parkside Advisors LLC 26,690$1,523,7200.47%
View complete list of ISHARES TR shareholders