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Disclosery

LPL Financial LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on IJR, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 16,331,080 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,331,080 shares
    Change vs previous 13F -307,924 shares

    0.54% of the 13F portfolio, value $2,422,062,367.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,639,004 shares
    Change vs previous 13F -886,614 shares

    0.55% of the 13F portfolio, value $2,068,394,421.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,525,618 shares
    Change vs previous 13F +992,984 shares

    0.58% of the 13F portfolio, value $2,106,228,712.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,532,634 shares
    Change vs previous 13F +267,961 shares

    0.57% of the 13F portfolio, value $1,964,572,789.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,264,673 shares
    Change vs previous 13F +366,885 shares

    0.59% of the 13F portfolio, value $1,777,566,044.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,897,788 shares
    Change vs previous 13F +251,169 shares

    0.65% of the 13F portfolio, value $1,662,431,622.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,646,619 shares
    Change vs previous 13F +1,639,870 shares

    0.73% of the 13F portfolio, value $1,802,803,298.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,006,749 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,638,229,178.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).