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
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 20.8M |
+6.7% |
| $1.6B |
| 0.4% |
| $75.72 |
41 |
| 2025-Q4 | Decreased | 19.5M | -5.8% | $1.4B | 0.4% | $71.68 | 0 |
| 2025-Q3 | Decreased | 20.7M | -8.7% | $1.4B | 0.4% | $66.07 | 0 |
| 2025-Q2 | Increased | 22.7M | +50.8% | $1.4B | 0.5% | $62.08 | 53 |
| 2025-Q1 | Decreased | 15.1M | -12.4% | $887.5M | 0.3% | $56.91 | 0 |
| 2024-Q4 | Increased | 17.2M | +34.6% | $902.2M | 0.4% | $50.13 | 49 |
| 2024-Q3 | Increased | 12.8M | +91.4% | $734.9M | 0.3% | $54.42 | 60 |
| 2024-Q2 | Decreased | 6.7M | -25.6% | $353.9M | 0.2% | $49.90 | 0 |