Back to LPL Financial LLC LPL Financial LLC

IBDTIBDT
25 quarters

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

LPL Financial LLC holds 2.9M shares of IBDT (ISHARES TR), worth $73.1M as of 2026-Q2. The position was increased (+15.2% shares). IBDT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$73.1M

Current Shares

2.9M

Total Value Change

+$72.8M

Total Shares Change

+2.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+15.2%
$73.1M0.0%$25.07
34
2026-Q1
Increased
2.5M
+11.0%
$63.7M0.0%$24.87
33
2025-Q4
Increased
2.3M
+20.0%
$57.7M0.0%$24.81
35
2025-Q3
Increased
1.9M
+7.2%
$48.2M0.0%$24.49
31
2025-Q2
Decreased
1.8M
-3.4%
$44.8M0.0%$24.12
0
2025-Q1
Increased
1.8M
+12.4%
$46M0.0%$23.69
33
2024-Q4
Increased
1.6M
+12.3%
$40.4M0.0%$23.18
33
2024-Q3
Increased
1.4M
+8.4%
$36.9M0.0%$23.40
31
2024-Q2
Increased
1.3M
+10.4%
$33M0.0%$22.44
32
2024-Q1
Increased
1.2M
+21.4%
$30M0.0%$22.31
35
2023-Q4
Increased
993,869
+4.9%
$24.9M0.0%$22.30
30
2023-Q3
Increased
947,265
+45.2%
$22.8M0.0%$21.04
39
2023-Q2
Increased
652,574
+10.1%
$16M0.0%$21.22
31
2023-Q1
Increased
592,662
+21.3%
$14.8M0.0%$21.39
34
2022-Q4
Increased
488,516
+4.5%
$11.9M0.0%$20.70
29
2022-Q3
Increased
467,613
+127.7%
$11.1M0.0%$20.02
45
2022-Q2
Increased
205,347
+35.7%
$5.1M0.0%$20.83
35
2022-Q1
Increased
151,301
+15.0%
$4M0.0%$21.84
31
2021-Q4
Increased
131,594
+7.8%
$3.7M0.0%$23.36
29
2021-Q3
Increased
122,025
+49.4%
$3.5M0.0%$23.48
37
2021-Q2
Increased
81,690
+142.0%
$2.4M0.0%$23.54
42
2021-Q1
Increased
33,756
+38.7%
$956,0000.0%$22.93
33
2020-Q4
Increased
24,337
+33.0%
$719,0000.0%$23.82
32
2020-Q3
Increased
18,303
+85.6%
$532,0000.0%$23.25
38
2020-Q2
New
9,863
-
$284,0000.0%$22.89
32

Other major holders of IBDT: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used