LPL Financial »

iShares Dow Jones US Real Estate shares owned by LPL Financial

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Real Estate 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 Dow Jones US Real Estate by LPL Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $22M 282k 78.14
2023-06-30 $24M 279k 86.54
2023-03-31 $24M 278k 84.90
2022-12-31 $26M 303k 84.19
2022-09-30 $24M 294k 81.42
2022-06-30 $29M 315k 91.98
2022-03-31 $35M 327k 108.22
2021-12-31 $95M 816k 116.14
2021-09-30 $36M 348k 102.39
2021-06-30 $30M 296k 101.94
2021-03-31 $27M 297k 91.94
2020-12-31 $22M 252k 85.65
2020-09-30 $20M 247k 79.84
2020-06-30 $21M 271k 78.81
2020-03-31 $40M 570k 69.57
2019-12-31 $113M 1.2M 93.08
2019-09-30 $112M 1.2M 93.54
2019-06-30 $48M 554k 87.31
2019-03-31 $38M 439k 87.04
2018-12-31 $26M 347k 74.94
2018-09-30 $24M 302k 80.02
2018-06-30 $30M 369k 80.58
2018-03-31 $25M 326k 75.47
2017-12-31 $26M 321k 81.01
2017-09-30 $44M 554k 79.88
2017-06-30 $26M 325k 79.77
2017-03-31 $23M 294k 78.56
2016-12-31 $25M 322k 77.25
2016-09-30 $63M 805k 78.04
2016-06-30 $47M 563k 82.66
2016-03-31 $60M 773k 77.36
2015-12-31 $89M 1.2M 75.57
2015-09-30 $32M 433k 73.19
2015-06-30 $24M 334k 72.91
2015-03-31 $54M 686k 79.31
2014-12-31 $42M 547k 76.84
2014-09-30 $22M 319k 69.24
2014-06-30 $26M 362k 71.79
2014-03-31 $18M 269k 67.67
2013-12-31 $27M 422k 63.08
2013-09-30 $23M 347k 65.21
2013-06-30 $38M 571k 66.43
2012-09-30 $53M 830k 64.38
2011-09-30 $17M 334k 50.57

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 Dow Jones US Real Estate

Barclays
WealthNavi
Bnp Paribas Arbitrage, Snc
Citadel Advisors
UBS Group
Goldman Sachs Group
Bank of America Corporation
Bank Of Montreal
Wolverine Trading
Schonfeld Strategic Advisors
Royal Bank of Canada
One William Street Capital Management
Citigroup
Balyasny Asset Management
Stifel Financial

View all funds holding iShares Dow Jones US Real Estate