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CMFCMF
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 1.3M shares of CMF (ISHARES TR), worth $75.6M as of 2026-Q2. The position was increased (+14.2% shares). CMF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$75.6M

Current Shares

1.3M

Total Value Change

+$66.7M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+14.2%
$75.6M0.0%$57.35
34
2026-Q1
Increased
1.1M
+16.0%
$65.3M0.0%$56.16
34
2025-Q4
Increased
989,482
+11.1%
$56.9M0.0%$56.48
33
2025-Q3
Increased
890,410
+5.6%
$50.8M0.0%$55.52
31
2025-Q2
Increased
843,495
+5.3%
$47M0.0%$53.84
31
2025-Q1
Decreased
800,761
-3.0%
$45.1M0.0%$53.95
0
2024-Q4
Increased
825,517
+11.5%
$47.3M0.0%$54.65
33
2024-Q3
Increased
740,654
+7.3%
$43M0.0%$54.92
31
2024-Q2
Decreased
690,258
-3.6%
$39.3M0.0%$53.39
0
2024-Q1
Increased
716,203
+4.8%
$41.2M0.0%$53.63
31
2023-Q4
Decreased
683,456
-1.1%
$39.6M0.0%$53.76
0
2023-Q3
Increased
690,733
+10.9%
$37.9M0.0%$50.46
32
2023-Q2
Increased
622,633
+25.8%
$35.5M0.0%$52.10
36
2023-Q1
Increased
495,137
+53.5%
$28.4M0.0%$52.24
40
2022-Q4
Decreased
322,641
-32.7%
$18.1M0.0%$50.86
0
2022-Q3
Increased
479,575
+1.0%
$26M0.0%$48.80
29
2022-Q2
Decreased
474,934
-17.6%
$26.8M0.0%$50.58
0
2022-Q1
Decreased
576,194
-6.6%
$33.5M0.0%$51.89
0
2021-Q4
Increased
617,109
+2.1%
$38.5M0.0%$55.44
30
2021-Q3
Increased
604,102
+8.6%
$37.5M0.0%$54.93
32
2021-Q2
Increased
556,098
+7.2%
$34.8M0.0%$55.20
31
2021-Q1
Increased
518,754
+12.1%
$32.2M0.0%$54.54
32
2020-Q4
Increased
462,917
+10.2%
$29.1M0.0%$55.01
32
2020-Q3
Increased
420,209
+37.0%
$26.2M0.0%$54.32
37
2020-Q2
Increased
306,684
+19.6%
$19.1M0.0%$53.89
34
2020-Q1
Increased
256,443
+7.4%
$15.5M0.0%$52.20
30
2019-Q4
Increased
238,818
+10.8%
$14.6M0.0%$52.64
31
2019-Q3
Increased
215,593
+17.8%
$13.2M0.0%$52.34
33
2019-Q2
Increased
183,004
+16.2%
$11.1M0.0%$51.54
32
2019-Q1
Increased
157,525
+3.6%
$9.4M0.0%$50.37
29
2018-Q4
New
152,061
-
$8.9M0.0%$49.23
38

Other major holders of CMF: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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