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IJRIJR
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

LPL Financial LLC holds 16.3M shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF), worth $2.4B as of 2026-Q2. The position was decreased (-1.9% shares). IJR represents 0.5% of LPL Financial LLC's portfolio.

Current Value

$2.4B

Current Shares

16.3M

Total Value Change

+$2B

Total Shares Change

+10.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
16.3M
-1.9%
$2.4B0.5%$148.31
0
2026-Q1
Decreased
16.6M
-5.1%
$2.1B0.5%$123.94
0
2025-Q4
Increased
17.5M
+6.0%
$2.1B0.6%$119.63
48
2025-Q3
Increased
16.5M
+1.6%
$2B0.6%$117.74
46
2025-Q2
Increased
16.3M
+2.3%
$1.8B0.6%$107.88
46
2025-Q1
Increased
15.9M
+1.6%
$1.7B0.6%$102.84
46
2024-Q4
Increased
15.6M
+11.7%
$1.8B0.7%$112.97
50
2024-Q3
Increased
14M
+5.2%
$1.6B0.7%$113.62
47
2024-Q2
Increased
13.3M
+2.5%
$1.4B0.7%$103.63
46
2024-Q1
Increased
13M
+10.8%
$1.4B0.8%$107.00
50
2023-Q4
Increased
11.7M
+2.6%
$1.3B0.8%$104.48
46
2023-Q3
Increased
11.4M
+3.4%
$1.1B0.8%$90.81
47
2023-Q2
Decreased
11M
-1.4%
$1.1B0.8%$95.03
0
2023-Q1
Decreased
11.2M
-7.0%
$1.1B0.8%$91.88
0
2022-Q4
Decreased
12M
-4.7%
$1.1B1.0%$90.02
0
2022-Q3
Increased
12.6M
+86.6%
$1.1B1.1%$82.21
78
2022-Q2
Decreased
6.8M
-11.2%
$625.9M0.6%$86.68
0
2022-Q1
Decreased
7.6M
-5.3%
$822.9M0.7%$100.90
0
2021-Q4
Increased
8.1M
+15.3%
$922.4M0.8%$106.93
52
2021-Q3
Increased
7M
+11.9%
$763.2M0.7%$101.30
50
2021-Q2
Increased
6.2M
+7.8%
$705.5M0.7%$104.34
48
2021-Q1
Increased
5.8M
+31.9%
$628.4M0.7%$100.01
57
2020-Q4
Decreased
4.4M
-14.8%
$403.3M0.5%$84.47
0
2020-Q3
Decreased
5.1M
-1.2%
$361.6M0.6%$64.37
0
2020-Q2
Increased
5.2M
+26.9%
$355.8M0.6%$62.34
54
2020-Q1
Decreased
4.1M
-15.2%
$230.3M0.5%$51.04
0
2019-Q4
Decreased
4.8M
-3.0%
$405.8M0.7%$76.03
0
2019-Q3
Decreased
5M
-4.2%
$388.5M0.8%$70.40
0
2019-Q2
Decreased
5.2M
-5.9%
$407.5M0.9%$70.59
0
2019-Q1
Decreased
5.5M
-8.3%
$426.9M1.0%$69.34
0
2018-Q4
New
6M
-
$418.2M1.1%$61.72
71

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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