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iShares Dow Jones US Financial shares owned by LPL Financial

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $53M 507k 103.90
2024-06-30 $45M 476k 94.57
2024-03-31 $38M 393k 95.65
2023-09-30 $29M 381k 74.76
2023-06-30 $27M 363k 74.61
2023-03-31 $27M 377k 71.14
2022-12-31 $29M 383k 75.47
2022-09-30 $29M 429k 67.55
2022-06-30 $34M 483k 69.98
2022-03-31 $38M 447k 84.53
2021-12-31 $34M 390k 86.69
2021-09-30 $30M 364k 82.55
2021-06-30 $29M 355k 81.05
2021-03-31 $20M 265k 74.87
2020-12-31 $16M 240k 66.77
2020-09-30 $14M 122k 113.48
2020-06-30 $15M 139k 110.14
2020-03-31 $14M 141k 97.28
2019-12-31 $30M 216k 137.78
2019-09-30 $20M 158k 128.73
2019-06-30 $22M 175k 125.60
2019-03-31 $20M 172k 118.13
2018-12-31 $19M 178k 106.37
2018-09-30 $23M 187k 121.47
2018-06-30 $22M 186k 117.19
2018-03-31 $24M 202k 117.81
2017-12-31 $21M 176k 119.43
2017-09-30 $15M 136k 112.12
2017-06-30 $14M 128k 107.52
2017-03-31 $16M 152k 103.82
2016-12-31 $20M 191k 102.23
2016-09-30 $15M 169k 89.37
2016-06-30 $5.6M 67k 84.73
2016-03-31 $13M 150k 83.65
2015-12-31 $39M 443k 87.07
2015-09-30 $7.4M 86k 86.15
2015-06-30 $22M 238k 90.53
2015-03-31 $6.5M 73k 88.92
2014-12-31 $7.1M 79k 90.20
2014-09-30 $29M 355k 82.80
2014-06-30 $5.4M 65k 83.14
2014-03-31 $5.3M 64k 81.75
2013-12-31 $5.3M 67k 80.16
2013-09-30 $4.6M 61k 75.15
2013-06-30 $3.7M 52k 71.53
2012-09-30 $2.0M 34k 58.30
2011-09-30 $3.1M 71k 44.14

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial