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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Ishares Tr

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All positions including Ishares Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 100k 18.90
2023-06-30 $1.9M 97k 19.65
2023-03-31 $1.5M 76k 20.15

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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 Tr

Wells Fargo & Company
Atwood & Palmer
Nottingham Advisors
Waycross Investment Management
Bank of America Corporation
Raymond James & Associates
Krilogy Financial
Legacy Private Trust
UBS Group
Accretive Wealth Partners
Stockman Asset Management
Probity Advisors
Country Club Bank
Central Trust & Investment
FF Advisors

View all funds holding Ishares Tr