LPL Financial »

Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 34k 33.51
2025-06-30 $1.0M 33k 31.05
2025-03-31 $949k 32k 30.01
2024-12-31 $1.4M 43k 32.48
2024-09-30 $1.1M 34k 32.20
2024-06-30 $872k 30k 29.20
2024-03-31 $1.4M 45k 30.62
2023-09-30 $2.1M 81k 26.40
2023-06-30 $2.2M 83k 26.69
2023-03-31 $2.3M 87k 26.61
2022-12-31 $2.5M 89k 28.14
2022-09-30 $2.8M 107k 25.67
2022-06-30 $2.7M 101k 26.72
2022-03-31 $3.4M 111k 30.71
2021-12-31 $3.4M 108k 31.98
2021-09-30 $3.3M 111k 29.98