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IBTIIBTI
Showing 8 of 13 quarters

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

LPL Financial LLC holds 1.1M shares of IBTI (ISHARES TR), worth $24.6M as of 2026-Q2. The position was increased (+6.7% shares). IBTI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$24.6M

Current Shares

1.1M

Total Value Change

+$17.9M

Total Shares Change

+814,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+6.7%
$24.6M0.0%$22.00
31
2026-Q1
Increased
1M
+22.1%
$23.2M0.0%$21.94
34
2025-Q4
Increased
852,664
+40.2%
$19.1M0.0%$21.89
38
2025-Q3
Increased
608,093
+11.7%
$13.6M0.0%$21.64
31
2025-Q2
Increased
544,355
+7.7%
$12.2M0.0%$21.40
30
2025-Q1
Increased
505,230
+39.6%
$11.2M0.0%$21.08
37
2024-Q4
Increased
361,796
+22.4%
$7.9M0.0%$20.62
33
2024-Q3
Increased
295,567
+35.6%
$6.7M0.0%$20.92
35

Other major holders of IBTI: Focus Partners Wealth, MORGAN STANLEY

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