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IBTKIBTK
14 quarters

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

Yes. LPL Financial holds 396,135 shares of IBTK, worth $7.7M, as of its Q2 2026 13F filing. It increased the position by 4,040 shares (+1.0%) from Q1 2026. LPL Financial has held IBTK since Q1 2023, across 14 quarterly 13F filings.

Current Value

$7.7M

Current Shares

396,135

Total Value Change

+$6.2M

Total Shares Change

+320,255

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
396,135
+1.0%
$7.7M0.0%$19.36
28
2026-Q1
Increased
392,095
+57.0%
$7.7M0.0%$19.35
39
2025-Q4
Increased
249,815
+7.3%
$5M0.0%$19.36
29
2025-Q3
Increased
232,822
+14.3%
$4.6M0.0%$19.15
31
2025-Q2
Decreased
203,772
-16.8%
$4M0.0%$18.93
0
2025-Q1
Increased
245,008
+12.8%
$4.8M0.0%$18.58
30
2024-Q4
Increased
217,225
+41.6%
$4.2M0.0%$18.02
36
2024-Q3
Decreased
153,433
-1.7%
$3.1M0.0%$18.58
0
2024-Q2
Increased
156,037
+6.5%
$3M0.0%$17.69
28
2024-Q1
Increased
146,579
+22.6%
$2.8M0.0%$17.65
32
2023-Q4
Increased
119,535
+19.5%
$2.4M0.0%$17.81
31
2023-Q3
Increased
100,050
+2.8%
$1.9M0.0%$16.87
27
2023-Q2
Increased
97,360
+28.3%
$1.9M0.0%$17.41
32
2023-Q1
New
75,880
-
$1.5M0.0%$17.73
35

Other major holders of IBTK: WELLS FARGO & COMPANY/MN, STIFEL FINANCIAL CORP, MERCER GLOBAL ADVISORS INC /ADV

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