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

LPL Financial LLC holds 118,978 shares of IAI (ISHARES TR), worth $20.9M as of 2026-Q2. The position was decreased (-15.4% shares). IAI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$20.9M

Current Shares

118,978

Total Value Change

+$2.7M

Total Shares Change

-22,096

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
118,978
-15.4%
$20.9M0.0%$175.33
0
2026-Q1
Decreased
140,579
-68.5%
$23.1M0.0%$171.17
0
2025-Q4
Increased
446,882
+4.1%
$80.2M0.0%$181.17
31
2025-Q3
Increased
429,180
+14.7%
$75.9M0.0%$177.39
34
2025-Q2
Increased
374,163
+236.8%
$63.3M0.0%$165.85
48
2025-Q1
Decreased
111,081
-45.3%
$15.6M0.0%$138.40
0
2024-Q4
Increased
202,938
+43.9%
$29.2M0.0%$142.86
39
2024-Q3
Increased
141,074
+3.9%
$18.1M0.0%$126.86
29

Other major holders of IAI: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, ASSETMARK, INC

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