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iShares Morningstar Small Core Idx shares owned by LPL Financial

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares Morningstar Small Core Idx

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All positions including iShares Morningstar Small Core Idx held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 170k 63.43
2025-06-30 $9.0M 154k 58.28
2025-03-31 $4.6M 84k 54.18
2024-12-31 $5.1M 87k 58.66
2024-09-30 $5.1M 87k 58.69
2024-06-30 $4.9M 91k 53.87
2024-03-31 $5.1M 90k 56.21
2023-09-30 $6.3M 133k 47.08
2023-06-30 $6.7M 136k 49.72
2023-03-31 $6.0M 126k 47.40
2022-12-31 $4.1M 91k 45.60
2022-09-30 $3.6M 84k 42.70
2022-06-30 $3.9M 87k 44.26
2022-03-31 $5.1M 95k 53.54
2021-12-31 $5.7M 99k 57.22
2021-09-30 $5.7M 102k 56.09
2021-06-30 $6.3M 107k 58.66
2021-03-31 $5.9M 26k 225.59
2020-12-31 $4.8M 24k 197.36
2020-09-30 $3.6M 23k 156.83
2020-06-30 $3.7M 25k 151.41
2020-03-31 $3.2M 25k 125.30
2019-12-31 $4.0M 21k 188.83
2019-09-30 $3.5M 20k 175.07
2019-06-30 $3.5M 20k 174.61
2019-03-31 $3.2M 19k 169.30
2018-12-31 $2.9M 20k 147.87
2018-09-30 $4.0M 22k 180.21
2018-06-30 $3.9M 22k 178.77
2018-03-31 $3.7M 22k 168.79
2017-12-31 $4.2M 24k 174.16
2017-09-30 $3.6M 22k 166.72
2017-06-30 $3.6M 22k 161.55
2017-03-31 $3.7M 23k 157.47
2016-12-31 $3.3M 21k 156.54
2016-09-30 $3.3M 23k 143.14
2016-06-30 $3.5M 26k 134.67
2016-03-31 $6.4M 49k 131.30
2015-12-31 $6.6M 52k 127.18
2015-09-30 $3.5M 27k 130.97
2015-06-30 $5.2M 36k 142.83
2015-03-31 $5.1M 36k 142.97
2014-12-31 $4.8M 35k 138.63
2014-09-30 $3.7M 29k 127.35
2014-06-30 $4.1M 30k 137.34
2014-03-31 $4.0M 30k 132.84
2013-12-31 $4.1M 32k 129.29
2013-09-30 $4.1M 34k 121.21
2013-06-30 $3.5M 32k 109.85
2012-09-30 $3.2M 34k 93.55
2011-09-30 $4.2M 57k 72.95

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View all positions for LPL Financial

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
H D Vest Advisory Services
Goldman Sachs Group
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Raymond James Financial
Citadel Advisors
Rockefeller Capital Management
Mercer Global Advisors
Rsm Us Wealth Management
Brand Asset Management Group

View all funds holding iShares Morningstar Small Core Idx