iShares Russell 1000 Index shares owned by LPL Financial
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 1000 Index by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $895M | 2.4M | 365.48 |
| 2025-06-30 | $831M | 2.4M | 339.57 |
| 2025-03-31 | $737M | 2.4M | 306.74 |
| 2024-12-31 | $779M | 2.4M | 322.16 |
| 2024-09-30 | $753M | 2.4M | 314.39 |
| 2024-06-30 | $697M | 2.3M | 297.54 |
| 2024-03-31 | $666M | 2.3M | 288.03 |
| 2023-09-30 | $529M | 2.2M | 234.91 |
| 2023-06-30 | $539M | 2.2M | 243.74 |
| 2023-03-31 | $490M | 2.2M | 225.23 |
| 2022-12-31 | $424M | 2.0M | 210.52 |
| 2022-09-30 | $394M | 2.0M | 197.33 |
| 2022-06-30 | $398M | 1.9M | 207.76 |
| 2022-03-31 | $473M | 1.9M | 250.07 |
| 2021-12-31 | $492M | 1.9M | 264.43 |
| 2021-09-30 | $448M | 1.9M | 241.71 |
| 2021-06-30 | $420M | 1.7M | 242.08 |
| 2021-03-31 | $100M | 449k | 223.83 |
| 2020-12-31 | $95M | 448k | 211.84 |
| 2020-09-30 | $90M | 481k | 187.15 |
| 2020-06-30 | $87M | 507k | 171.68 |
| 2020-03-31 | $83M | 589k | 141.53 |
| 2019-12-31 | $110M | 614k | 178.42 |
| 2019-09-30 | $109M | 662k | 164.54 |
| 2019-06-30 | $101M | 623k | 162.79 |
| 2019-03-31 | $82M | 523k | 157.31 |
| 2018-12-31 | $98M | 703k | 138.69 |
| 2018-09-30 | $107M | 659k | 161.71 |
| 2018-06-30 | $101M | 662k | 151.98 |
| 2018-03-31 | $100M | 679k | 146.86 |
| 2017-12-31 | $97M | 651k | 148.61 |
| 2017-09-30 | $123M | 877k | 139.88 |
| 2017-06-30 | $139M | 1.0M | 135.27 |
| 2017-03-31 | $109M | 834k | 131.09 |
| 2016-12-31 | $133M | 1.1M | 125.39 |
| 2016-09-30 | $145M | 1.2M | 119.52 |
| 2016-06-30 | $157M | 1.4M | 116.38 |
| 2016-03-31 | $324M | 2.9M | 113.23 |
| 2015-12-31 | $347M | 3.1M | 111.90 |
| 2015-09-30 | $169M | 1.5M | 110.73 |
| 2015-06-30 | $142M | 1.2M | 115.89 |
| 2015-03-31 | $158M | 1.4M | 115.42 |
| 2014-12-31 | $161M | 1.4M | 114.63 |
| 2014-09-30 | $156M | 1.4M | 108.44 |
| 2014-06-30 | $96M | 876k | 110.11 |
| 2014-03-31 | $89M | 846k | 104.77 |
| 2013-12-31 | $128M | 1.2M | 103.17 |
| 2013-09-30 | $109M | 1.1M | 95.65 |
| 2013-06-30 | $97M | 1.1M | 89.93 |
| 2012-09-30 | $70M | 876k | 79.48 |
| 2011-09-30 | $40M | 640k | 62.54 |
| 2011-03-31 | $13M | 177k | 73.87 |