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iShares FTSE NAREIT Real Est 50 Ind shares owned by LPL Financial

Quarter-by-quarter ownership of iShares FTSE NAREIT Real Est 50 Ind (USRT) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in iShares FTSE NAREIT Real Est 50 Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE NAREIT Real Est 50 Ind held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE NAREIT Real Est 50 Ind by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 194k 53.56
2024-03-31 $11M 198k 53.80
2023-09-30 $6.8M 144k 47.18
2023-06-30 $7.9M 153k 51.41
2023-03-31 $8.5M 169k 50.40
2022-12-31 $8.4M 170k 49.45
2022-09-30 $7.9M 167k 47.50
2022-06-30 $9.0M 169k 53.40
2022-03-31 $11M 166k 64.65
2021-12-31 $11M 159k 67.59
2021-09-30 $7.0M 119k 58.65
2021-06-30 $4.7M 81k 58.34
2021-03-31 $3.5M 68k 52.39
2020-12-31 $2.8M 58k 48.41
2020-09-30 $2.7M 62k 43.73
2020-06-30 $3.7M 85k 43.49
2020-03-31 $5.8M 149k 39.17
2019-12-31 $8.5M 156k 54.59
2019-09-30 $7.4M 133k 55.55
2019-06-30 $5.6M 108k 52.02
2019-03-31 $6.7M 129k 51.72
2018-12-31 $5.0M 111k 44.85
2018-09-30 $4.1M 86k 48.38
2018-06-30 $805k 16k 49.18
2018-03-31 $846k 19k 45.07
2017-12-31 $1.1M 23k 49.59
2017-09-30 $721k 15k 49.23
2017-06-30 $726k 15k 49.20
2017-03-31 $628k 13k 48.89
2016-12-31 $330k 6.7k 48.99
2016-09-30 $263k 5.4k 48.87
2016-06-30 $201k 3.8k 52.33
2016-03-31 $320k 6.6k 48.75
2015-12-31 $441k 9.3k 47.35
2015-09-30 $219k 4.8k 45.37
2015-06-30 $977k 22k 44.38
2015-03-31 $1.1M 23k 48.33
2014-12-31 $1.2M 24k 47.29
2014-09-30 $1.0M 25k 42.16
2014-06-30 $1.3M 29k 43.64
2014-03-31 $1.2M 29k 41.03
2013-12-31 $1.1M 29k 38.02
2013-09-30 $1.2M 29k 39.87
2013-06-30 $1.3M 31k 40.58
2012-09-30 $1.1M 29k 39.57

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)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding iShares FTSE NAREIT Real Est 50 Ind

BlackRock
Us Bancorp
Charles Schwab Investment Management
Trust Co of Tennessee
Northwestern Mutual Wealth Management Company
Morgan Stanley
Heritage Financial Services
CI Private Wealth
Rsm Us Wealth Management
Wealth Enhancement Advisory Services
Mission Wealth Management
Rockbridge Investment Management, LCC
HighTower Advisors
Charles Schwab Trust
Prime Capital Investment Advisors

View all funds holding iShares FTSE NAREIT Real Est 50 Ind