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iShares S&P Growth Allocation Fund shares owned by LPL Financial

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Growth Allocation Fund 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 Growth Allocation Fund by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $14M 279k 49.41
2023-06-30 $14M 280k 51.45
2023-03-31 $14M 272k 50.03
2022-12-31 $15M 308k 47.16
2022-09-30 $12M 274k 44.78
2022-06-30 $14M 293k 48.00
2022-03-31 $17M 310k 53.96
2021-12-31 $18M 310k 57.08
2021-09-30 $16M 294k 55.47
2021-06-30 $15M 266k 56.00
2021-03-31 $14M 266k 53.56
2020-12-31 $14M 259k 52.20
2020-09-30 $12M 246k 48.44
2020-06-30 $12M 266k 46.39
2020-03-31 $14M 328k 41.38
2019-12-31 $14M 285k 47.84
2019-09-30 $15M 322k 46.06
2019-06-30 $16M 336k 46.02
2019-03-31 $15M 342k 44.70
2018-12-31 $15M 362k 41.31
2018-09-30 $21M 465k 45.13
2018-06-30 $20M 448k 44.36
2018-03-31 $20M 447k 44.57
2017-12-31 $19M 429k 44.92
2017-09-30 $19M 413k 44.83
2017-06-30 $15M 343k 43.61
2017-03-31 $14M 326k 42.39
2016-12-31 $8.9M 220k 40.69
2016-09-30 $7.3M 180k 40.79
2016-06-30 $6.5M 165k 39.66
2016-03-31 $14M 367k 38.84
2015-12-31 $17M 446k 38.50
2015-09-30 $7.0M 179k 38.91
2015-06-30 $7.2M 180k 40.15
2015-03-31 $6.4M 157k 40.97
2014-12-31 $6.5M 161k 40.12
2014-09-30 $6.1M 156k 39.15
2014-06-30 $5.3M 132k 40.47
2014-03-31 $4.6M 117k 39.14
2013-12-31 $4.7M 122k 38.50
2013-09-30 $4.0M 107k 37.18
2013-06-30 $4.1M 117k 35.46
2012-09-30 $4.7M 138k 33.71
2011-09-30 $3.3M 111k 29.41

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
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 Growth Allocation Fund

Wells Fargo & Company
Bank of America Corporation
Global Assets Advisory
Mesirow Financial Investment Management International Equity
Aspiriant
WestEnd Advisors
Assetmark
Consilium Wealth Advisory
Stifel Financial
Royal Bank of Canada
Janney Montgomery Scott
Branch Banking & Trust Company
Warren Averett Asset Management
Lebenthal Global Advisors
Cambridge Investment Research Advisors

View all funds holding iShares S&P Growth Allocation Fund