Ishares Morningstar shares owned by LPL Financial
Quarter-by-quarter ownership of Ishares Morningstar (IYLD) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Ishares Morningstar
Tip: Access up to 7 years of quarterly data
All positions including Ishares Morningstar 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 Morningstar by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 90k | 21.28 |
| 2025-06-30 | $1.9M | 89k | 20.76 |
| 2025-03-31 | $1.7M | 84k | 20.08 |
| 2024-12-31 | $1.6M | 84k | 19.48 |
| 2024-09-30 | $1.3M | 61k | 20.66 |
| 2024-06-30 | $1.4M | 72k | 19.84 |
| 2024-03-31 | $2.2M | 110k | 19.93 |
| 2023-09-30 | $2.8M | 146k | 19.04 |
| 2023-06-30 | $2.7M | 140k | 19.52 |
| 2023-03-31 | $2.8M | 147k | 19.25 |
| 2022-12-31 | $3.0M | 156k | 18.98 |
| 2022-09-30 | $2.7M | 147k | 18.36 |
| 2022-06-30 | $2.9M | 147k | 19.83 |
| 2022-03-31 | $3.4M | 152k | 22.37 |
| 2021-12-31 | $3.3M | 137k | 24.03 |
| 2021-09-30 | $2.8M | 117k | 23.95 |
| 2021-06-30 | $3.1M | 130k | 24.18 |
| 2021-03-31 | $2.6M | 109k | 23.43 |
| 2020-12-31 | $1.7M | 71k | 24.07 |
| 2020-09-30 | $1.8M | 79k | 22.55 |
| 2020-06-30 | $2.6M | 118k | 22.20 |
| 2020-03-31 | $2.9M | 147k | 20.00 |
| 2019-12-31 | $3.3M | 130k | 25.54 |
| 2019-09-30 | $2.9M | 115k | 24.97 |
| 2019-06-30 | $2.8M | 110k | 25.13 |
| 2019-03-31 | $2.7M | 108k | 24.72 |
| 2018-12-31 | $2.7M | 115k | 23.28 |
| 2018-09-30 | $3.3M | 135k | 24.74 |
| 2018-06-30 | $3.7M | 150k | 24.56 |
| 2018-03-31 | $4.1M | 163k | 24.98 |
| 2017-12-31 | $6.2M | 239k | 25.83 |
| 2017-09-30 | $6.0M | 233k | 25.89 |
| 2017-06-30 | $6.9M | 269k | 25.61 |
| 2017-03-31 | $6.1M | 243k | 25.20 |
| 2016-12-31 | $3.8M | 154k | 24.42 |
| 2016-09-30 | $3.0M | 122k | 24.84 |
| 2016-06-30 | $2.9M | 118k | 24.69 |
| 2016-03-31 | $5.1M | 214k | 23.72 |
| 2015-12-31 | $6.0M | 258k | 23.21 |
| 2015-09-30 | $3.7M | 157k | 23.67 |
| 2015-06-30 | $5.4M | 219k | 24.53 |
| 2015-03-31 | $6.4M | 248k | 25.91 |
| 2014-12-31 | $5.5M | 213k | 25.62 |