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iShares S&P SmallCap 600 Index shares owned by LPL Financial

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6B 14M 116.96
2024-06-30 $1.4B 13M 106.66
2024-03-31 $1.4B 13M 110.52
2023-09-30 $1.1B 11M 94.33
2023-06-30 $1.1B 11M 99.65
2023-03-31 $1.1B 11M 96.70
2022-12-31 $1.1B 12M 94.64
2022-09-30 $1.1B 13M 87.19
2022-06-30 $626M 6.8M 92.41
2022-03-31 $823M 7.6M 107.88
2021-12-31 $922M 8.1M 114.51
2021-09-30 $763M 7.0M 109.19
2021-06-30 $706M 6.2M 112.98
2021-03-31 $628M 5.8M 108.53
2020-12-31 $403M 4.4M 91.90
2020-09-30 $362M 5.1M 70.23
2020-06-30 $356M 5.2M 68.29
2020-03-31 $230M 4.1M 56.11
2019-12-31 $406M 4.8M 83.85
2019-09-30 $389M 5.0M 77.84
2019-06-30 $408M 5.2M 78.28
2019-03-31 $427M 5.5M 77.15
2018-12-31 $418M 6.0M 69.32
2018-09-30 $602M 6.9M 87.24
2018-06-30 $491M 5.9M 83.46
2018-03-31 $396M 5.1M 77.01
2017-12-31 $347M 4.5M 76.81
2017-09-30 $239M 3.2M 74.22
2017-06-30 $224M 3.2M 70.11
2017-03-31 $246M 3.6M 67.90
2016-12-31 $213M 1.5M 138.28
2016-09-30 $131M 1.1M 123.34
2016-06-30 $101M 874k 115.58
2016-03-31 $203M 1.8M 110.28
2015-12-31 $262M 2.4M 107.87
2015-09-30 $194M 1.8M 110.22
2015-06-30 $145M 1.2M 117.50
2015-03-31 $133M 1.1M 117.87
2014-12-31 $133M 1.2M 114.06
2014-09-30 $108M 1.0M 102.89
2014-06-30 $127M 1.1M 112.09
2014-03-31 $225M 2.0M 110.14
2013-12-31 $252M 2.3M 109.13
2013-09-30 $160M 1.6M 101.63
2013-06-30 $89M 985k 90.31
2012-09-30 $53M 682k 77.07
2011-09-30 $19M 329k 58.54
2011-03-31 $6.5M 88k 73.56

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Financial Engines Advisors L.L.C
Pnc Financial Services
Royal Bank of Canada
BlackRock
Us Bancorp

View all funds holding iShares S&P SmallCap 600 Index