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iShares S&P Moderate Allocation Fund ETF shares owned by LPL Financial

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $35M 901k 38.93
2023-06-30 $30M 753k 40.41
2023-03-31 $31M 766k 39.86
2022-12-31 $30M 799k 38.01
2022-09-30 $30M 829k 36.61
2022-06-30 $34M 859k 38.96
2022-03-31 $40M 922k 42.97
2021-12-31 $42M 918k 45.47
2021-09-30 $39M 881k 44.74
2021-06-30 $37M 819k 45.05
2021-03-31 $33M 747k 43.55
2020-12-31 $28M 657k 43.20
2020-09-30 $24M 594k 41.05
2020-06-30 $23M 570k 39.87
2020-03-31 $20M 530k 36.74
2019-12-31 $18M 444k 40.13
2019-09-30 $16M 410k 39.29
2019-06-30 $15M 390k 39.02
2019-03-31 $15M 382k 38.06
2018-12-31 $14M 387k 35.68
2018-09-30 $14M 364k 37.89
2018-06-30 $13M 343k 37.53
2018-03-31 $13M 338k 37.77
2017-12-31 $13M 328k 38.04
2017-09-30 $12M 313k 37.97
2017-06-30 $11M 303k 37.27
2017-03-31 $12M 319k 36.46
2016-12-31 $10M 294k 35.28
2016-09-30 $8.8M 245k 35.80
2016-06-30 $7.5M 213k 35.17
2016-03-31 $18M 511k 34.43
2015-12-31 $19M 546k 33.89
2015-09-30 $10M 295k 34.20
2015-06-30 $9.5M 272k 34.96
2015-03-31 $7.7M 214k 35.74
2014-12-31 $5.9M 167k 35.17
2014-09-30 $4.9M 140k 34.75
2014-06-30 $4.7M 131k 35.72
2014-03-31 $4.6M 131k 34.82
2013-12-31 $3.6M 106k 34.31
2013-09-30 $3.5M 105k 33.49
2013-06-30 $3.8M 117k 32.38
2012-09-30 $3.0M 95k 31.58
2011-09-30 $3.3M 114k 28.93

More positions owned by LPL Financial

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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Consilium Wealth Advisory
Commonwealth Equity Services
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF