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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
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)
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

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