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

LPL Financial LLC holds 20.8M shares of EFV (ISHARES TR), worth $1.6B as of 2026-Q1. The position was increased (+6.7% shares). EFV represents 0.4% of LPL Financial LLC's portfolio.

Current Value

$1.6B

Current Shares

20.8M

Total Value Change

+$1.2B

Total Shares Change

+14.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
20.8M
+6.7%
$1.6B0.4%$75.72
41
2025-Q4
Decreased
19.5M
-5.8%
$1.4B0.4%$71.68
0
2025-Q3
Decreased
20.7M
-8.7%
$1.4B0.4%$66.07
0
2025-Q2
Increased
22.7M
+50.8%
$1.4B0.5%$62.08
53
2025-Q1
Decreased
15.1M
-12.4%
$887.5M0.3%$56.91
0
2024-Q4
Increased
17.2M
+34.6%
$902.2M0.4%$50.13
49
2024-Q3
Increased
12.8M
+91.4%
$734.9M0.3%$54.42
60
2024-Q2
Decreased
6.7M
-25.6%
$353.9M0.2%$49.90
0

Other major holders of EFV: ENVESTNET ASSET MANAGEMENT INC

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