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iShares S&P Global Utilities Sector shares owned by LPL Financial

Quarter-by-quarter ownership of iShares S&P Global Utilities Sector (JXI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares S&P Global Utilities Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Utilities Sector held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Utilities Sector by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.7M 42k 64.15
2024-09-30 $5.5M 78k 70.74
2024-06-30 $2.1M 35k 59.87
2024-03-31 $1.8M 31k 59.05
2023-09-30 $1.5M 27k 53.99
2023-06-30 $1.6M 27k 59.78
2023-03-31 $1.6M 27k 60.44
2022-12-31 $1.6M 27k 60.17
2022-09-30 $1.5M 27k 54.76
2022-06-30 $1.7M 28k 60.11
2022-03-31 $1.7M 26k 65.85
2021-12-31 $1.9M 29k 64.71
2021-09-30 $1.8M 30k 58.85
2021-06-30 $1.7M 28k 59.44
2021-03-31 $1.7M 29k 60.51
2020-12-31 $1.6M 27k 60.06
2020-09-30 $1.5M 26k 56.12
2020-06-30 $1.3M 25k 53.30
2020-03-31 $1.3M 26k 50.64
2019-12-31 $4.3M 73k 58.71
2019-09-30 $4.2M 71k 58.35
2019-06-30 $3.8M 70k 54.58
2019-03-31 $1.6M 30k 54.06
2018-12-31 $1.4M 28k 49.10
2018-09-30 $1.4M 28k 49.22
2018-06-30 $1.4M 28k 48.96
2018-03-31 $1.4M 28k 49.08
2017-12-31 $1.5M 29k 49.51
2017-09-30 $1.4M 28k 50.69
2017-06-30 $1.3M 27k 49.02
2017-03-31 $1.3M 27k 48.12
2016-12-31 $1.2M 28k 44.58
2016-09-30 $1.0M 22k 46.17
2016-06-30 $1.0M 21k 49.32
2016-03-31 $2.0M 43k 46.97
2015-12-31 $1.9M 43k 43.95
2015-09-30 $1.0M 23k 45.20
2015-06-30 $1.2M 28k 44.49
2015-03-31 $1.3M 28k 46.67
2014-12-31 $1.4M 29k 49.17
2014-09-30 $1.4M 30k 47.69
2014-06-30 $1.6M 31k 50.32
2014-03-31 $1.6M 33k 47.98
2013-12-31 $1.6M 35k 44.18
2013-09-30 $3.0M 67k 44.73
2013-06-30 $2.7M 64k 42.02
2012-09-30 $5.2M 123k 42.17
2011-09-30 $3.3M 80k 41.38

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for LPL Financial

Top funds holding iShares S&P Global Utilities Sector

Cambria Investment Management
Morgan Stanley
Kestra Advisory Services
UBS Group
LPL Financial
Susquehanna International
Ameriprise Financial
H D Vest Advisory Services
Royal Bank of Canada
Signature Estate and Investment Advisors
Bank of America Corporation
Wells Fargo & Company
Cetera Investment Advisers
Family Firm
Commonwealth Equity Services

View all funds holding iShares S&P Global Utilities Sector