LPL Financial »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 3000 Value Index by LPL Financial

Quarter filed Position value Share count Share price at filing
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

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

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Raymond James Financial Services Advisors
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index