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IBHGIBHG
12 quarters

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

LPL Financial LLC holds 1.3M shares of IBHG (ISHARES TR), worth $27.6M as of 2026-Q2. The position was increased (+9.4% shares). IBHG represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$27.6M

Current Shares

1.3M

Total Value Change

+$27.4M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+9.4%
$27.6M0.0%$21.87
31
2026-Q1
Increased
1.1M
+25.1%
$25.3M0.0%$21.60
35
2025-Q4
Increased
913,788
+32.9%
$20.4M0.0%$21.58
36
2025-Q3
Increased
687,709
+69.4%
$15.5M0.0%$21.31
42
2025-Q2
Increased
406,036
+44.7%
$9.2M0.0%$21.02
37
2025-Q1
Increased
280,538
+30.2%
$6.3M0.0%$20.48
34
2024-Q4
Decreased
215,491
-30.8%
$4.8M0.0%$20.19
0
2024-Q3
Increased
311,589
+20.1%
$7M0.0%$20.05
32
2024-Q2
Increased
259,468
+136.6%
$5.7M0.0%$19.21
44
2024-Q1
Increased
109,690
+413.4%
$2.4M0.0%$19.06
42
2023-Q4
Increased
21,366
+96.4%
$474,5470.0%$18.79
38
2023-Q3
New
10,880
-
$234,1990.0%$17.80
32

Other major holders of IBHG: UBS Group AG, Federation des caisses Desjardins du Quebec, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, WELLS FARGO & COMPANY/MN

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