iShares S&P 500 Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8B | 10M | 669.30 |
| 2025-06-30 | $5.8B | 9.3M | 620.90 |
| 2025-03-31 | $5.9B | 11M | 561.90 |
| 2024-12-31 | $6.0B | 10M | 588.68 |
| 2024-09-30 | $5.2B | 9.0M | 576.82 |
| 2024-06-30 | $4.9B | 9.0M | 547.23 |
| 2024-03-31 | $4.8B | 9.1M | 525.73 |
| 2023-09-30 | $3.9B | 9.0M | 429.43 |
| 2023-06-30 | $3.6B | 8.1M | 445.71 |
| 2023-03-31 | $3.2B | 7.9M | 411.08 |
| 2022-12-31 | $3.1B | 8.0M | 384.21 |
| 2022-09-30 | $2.8B | 7.9M | 358.65 |
| 2022-06-30 | $2.9B | 7.5M | 379.15 |
| 2022-03-31 | $3.2B | 7.2M | 453.69 |
| 2021-12-31 | $2.9B | 6.0M | 476.99 |
| 2021-09-30 | $2.4B | 5.6M | 430.82 |
| 2021-06-30 | $2.1B | 4.8M | 429.92 |
| 2021-03-31 | $1.9B | 4.7M | 397.82 |
| 2020-12-31 | $1.8B | 4.7M | 375.39 |
| 2020-09-30 | $1.5B | 4.4M | 336.06 |
| 2020-06-30 | $1.3B | 4.1M | 309.69 |
| 2020-03-31 | $1.1B | 4.4M | 258.40 |
| 2019-12-31 | $1.4B | 4.3M | 323.24 |
| 2019-09-30 | $1.2B | 4.1M | 298.52 |
| 2019-06-30 | $1.1B | 3.9M | 294.75 |
| 2019-03-31 | $1.1B | 3.9M | 284.56 |
| 2018-12-31 | $1.1B | 4.2M | 251.61 |
| 2018-09-30 | $1.2B | 4.1M | 292.73 |
| 2018-06-30 | $1.1B | 3.9M | 273.05 |
| 2018-03-31 | $992M | 3.7M | 265.37 |
| 2017-12-31 | $842M | 3.1M | 268.85 |
| 2017-09-30 | $758M | 3.0M | 252.93 |
| 2017-06-30 | $688M | 2.8M | 243.41 |
| 2017-03-31 | $9.9M | 42k | 237.18 |
| 2016-12-31 | $8.5M | 38k | 225.03 |
| 2016-09-30 | $7.8M | 36k | 217.31 |
| 2016-06-30 | $7.9M | 37k | 210.57 |
| 2016-03-31 | $456M | 2.2M | 205.28 |
| 2015-12-31 | $416M | 2.1M | 202.45 |
| 2015-09-30 | $203M | 1.0M | 199.54 |
| 2015-06-30 | $217M | 1.0M | 208.04 |
| 2015-03-31 | $220M | 1.1M | 207.18 |
| 2014-12-31 | $207M | 1.0M | 206.87 |
| 2014-09-30 | $176M | 899k | 195.66 |
| 2014-06-30 | $156M | 792k | 197.00 |
| 2014-03-31 | $144M | 767k | 188.14 |
| 2013-12-31 | $149M | 805k | 185.65 |
| 2013-09-30 | $142M | 823k | 171.97 |
| 2013-06-30 | $147M | 911k | 160.88 |
| 2012-09-30 | $111M | 770k | 144.40 |
| 2011-09-30 | $70M | 616k | 113.69 |
| 2011-03-31 | $338k | 2.5k | 133.07 |