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IBTJIBTJ
16 quarters

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

LPL Financial LLC holds 640,840 shares of IBTJ (ISHARES TR), worth $13.9M as of 2026-Q2. The position was increased (+3.9% shares). IBTJ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$13.9M

Current Shares

640,840

Total Value Change

+$13.5M

Total Shares Change

+625,032

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
640,840
+3.9%
$13.9M0.0%$21.51
29
2026-Q1
Increased
616,659
+16.3%
$13.5M0.0%$21.50
32
2025-Q4
Increased
530,217
+53.3%
$11.6M0.0%$21.47
39
2025-Q3
Increased
345,918
+2.6%
$7.6M0.0%$21.22
28
2025-Q2
Increased
337,280
+13.3%
$7.4M0.0%$20.98
31
2025-Q1
Increased
297,756
+140.3%
$6.5M0.0%$20.63
44
2024-Q4
Increased
123,902
+15.5%
$2.6M0.0%$20.09
30
2024-Q3
Increased
107,304
+10.5%
$2.4M0.0%$20.55
29
2024-Q2
Increased
97,137
+22.9%
$2.1M0.0%$19.68
31
2024-Q1
Decreased
79,024
-19.2%
$1.7M0.0%$19.60
0
2023-Q4
Increased
97,839
+114.9%
$2.1M0.0%$19.73
42
2023-Q3
Increased
45,531
+26.8%
$956,1510.0%$18.79
31
2023-Q2
Increased
35,906
+61.7%
$776,6470.0%$19.18
36
2023-Q1
Increased
22,205
+14.8%
$492,2850.0%$19.49
28
2022-Q4
Increased
19,349
+22.4%
$417,7450.0%$18.88
29
2022-Q3
New
15,808
-
$341,0000.0%$18.68
33

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

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