iShares Russell 3000 Value Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Russell 3000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 3000 Value Index held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 3000 Value Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3B | 13M | 95.49 |
| 2024-06-30 | $1.1B | 13M | 88.13 |
| 2024-03-31 | $1.1B | 12M | 90.44 |
| 2023-09-30 | $862M | 12M | 74.62 |
| 2023-06-30 | $892M | 11M | 78.26 |
| 2023-03-31 | $853M | 12M | 73.78 |
| 2022-12-31 | $820M | 12M | 70.63 |
| 2022-09-30 | $719M | 12M | 62.61 |
| 2022-06-30 | $761M | 11M | 66.88 |
| 2022-03-31 | $872M | 12M | 75.87 |
| 2021-12-31 | $838M | 11M | 76.34 |
| 2021-09-30 | $750M | 11M | 70.88 |
| 2021-06-30 | $744M | 10M | 71.96 |
| 2021-03-31 | $663M | 9.6M | 68.90 |
| 2020-12-31 | $571M | 9.2M | 62.19 |
| 2020-09-30 | $664M | 12M | 54.29 |
| 2020-06-30 | $622M | 12M | 52.23 |
| 2020-03-31 | $547M | 12M | 46.18 |
| 2019-12-31 | $722M | 12M | 63.02 |
| 2019-09-30 | $639M | 11M | 57.80 |
| 2019-06-30 | $603M | 11M | 56.65 |
| 2019-03-31 | $556M | 10M | 54.83 |
| 2018-12-31 | $467M | 9.5M | 49.09 |
| 2018-09-30 | $500M | 8.9M | 56.38 |
| 2018-06-30 | $446M | 8.3M | 53.68 |
| 2018-03-31 | $400M | 7.5M | 53.12 |
| 2017-12-31 | $376M | 6.8M | 55.40 |
| 2017-09-30 | $318M | 6.1M | 52.35 |
| 2017-06-30 | $271M | 5.3M | 50.94 |
| 2017-03-31 | $175M | 3.5M | 50.34 |
| 2016-12-31 | $13M | 270k | 49.49 |
| 2016-09-30 | $7.7M | 169k | 45.65 |
| 2016-06-30 | $8.4M | 63k | 133.18 |
| 2016-03-31 | $18M | 140k | 127.01 |
| 2015-12-31 | $19M | 148k | 125.98 |
| 2015-09-30 | $9.0M | 71k | 126.18 |
| 2015-06-30 | $10M | 75k | 133.88 |
| 2015-03-31 | $8.8M | 66k | 134.54 |
| 2014-12-31 | $11M | 82k | 136.49 |
| 2014-09-30 | $6.0M | 46k | 128.59 |
| 2014-06-30 | $5.8M | 44k | 132.56 |
| 2014-03-31 | $5.4M | 43k | 126.32 |
| 2013-12-31 | $5.2M | 42k | 123.41 |
| 2013-09-30 | $4.7M | 41k | 115.25 |
| 2013-06-30 | $4.5M | 41k | 109.42 |
| 2012-09-30 | $3.0M | 31k | 94.45 |
| 2011-09-30 | $2.6M | 36k | 73.99 |
Top funds holding iShares Russell 3000 Value Index
View all funds holding iShares Russell 3000 Value Index