iShares S&P 1500 Index Fund shares owned by LPL Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $596M | 4.7M | 125.62 |
| 2024-06-30 | $564M | 4.7M | 118.78 |
| 2024-03-31 | $516M | 4.5M | 115.30 |
| 2023-09-30 | $319M | 3.4M | 94.19 |
| 2023-06-30 | $316M | 3.2M | 97.84 |
| 2023-03-31 | $286M | 3.2M | 90.55 |
| 2022-12-31 | $268M | 3.2M | 84.80 |
| 2022-09-30 | $218M | 2.7M | 79.54 |
| 2022-06-30 | $251M | 3.0M | 83.78 |
| 2022-03-31 | $316M | 3.1M | 100.94 |
| 2021-12-31 | $372M | 3.5M | 106.98 |
| 2021-09-30 | $307M | 3.1M | 98.38 |
| 2021-06-30 | $272M | 2.8M | 98.76 |
| 2021-03-31 | $237M | 2.6M | 91.60 |
| 2020-12-31 | $211M | 2.4M | 86.22 |
| 2020-09-30 | $166M | 2.2M | 75.49 |
| 2020-06-30 | $153M | 2.2M | 69.44 |
| 2020-03-31 | $196M | 3.4M | 57.21 |
| 2019-12-31 | $283M | 3.9M | 72.69 |
| 2019-09-30 | $286M | 4.3M | 67.07 |
| 2019-06-30 | $286M | 4.3M | 66.63 |
| 2019-03-31 | $256M | 4.0M | 64.40 |
| 2018-12-31 | $185M | 3.3M | 56.76 |
| 2018-09-30 | $124M | 1.9M | 66.63 |
| 2018-06-30 | $104M | 1.7M | 62.52 |
| 2018-03-31 | $110M | 1.8M | 60.46 |
| 2017-12-31 | $114M | 1.9M | 61.14 |
| 2017-09-30 | $112M | 1.9M | 57.63 |
| 2017-06-30 | $82M | 1.5M | 55.42 |
| 2017-03-31 | $70M | 1.3M | 53.86 |
| 2016-12-31 | $59M | 1.1M | 51.72 |
| 2016-09-30 | $36M | 735k | 49.16 |
| 2016-06-30 | $31M | 321k | 95.28 |
| 2016-03-31 | $50M | 535k | 92.57 |
| 2015-12-31 | $24M | 264k | 91.64 |
| 2015-09-30 | $11M | 118k | 90.70 |
| 2015-06-30 | $11M | 117k | 94.74 |
| 2015-03-31 | $15M | 157k | 94.40 |
| 2014-12-31 | $11M | 121k | 93.89 |
| 2014-09-30 | $5.8M | 65k | 88.49 |
| 2014-06-30 | $5.5M | 62k | 89.62 |
| 2014-03-31 | $7.0M | 81k | 85.76 |
| 2013-12-31 | $3.5M | 42k | 84.59 |
| 2013-09-30 | $3.1M | 40k | 78.44 |
| 2013-06-30 | $2.6M | 35k | 73.21 |
| 2012-09-30 | $1.3M | 20k | 65.27 |
| 2011-09-30 | $796k | 16k | 51.27 |