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

LPL Financial LLC holds 50,883 shares of IBTO (ISHARES TR), worth $1.2M as of 2026-Q2. The position was increased (+10.6% shares). IBTO represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.2M

Current Shares

50,883

Total Value Change

+$908,587

Total Shares Change

+38,166

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
50,883
+10.6%
$1.2M0.0%$23.96
28
2026-Q1
Increased
45,998
+4.0%
$1.1M0.0%$23.97
26
2025-Q4
Increased
44,249
+24.9%
$1.1M0.0%$23.98
31
2025-Q3
Increased
35,423
+36.0%
$873,1890.0%$23.75
32
2025-Q2
Increased
26,053
+13.1%
$638,5600.0%$23.37
28
2025-Q1
Increased
23,039
+28.8%
$562,1460.0%$23.02
30
2024-Q4
Increased
17,885
+40.6%
$422,6150.0%$22.15
32
2024-Q3
Decreased
12,717
-30.0%
$319,3110.0%$23.22
0

Other major holders of IBTO: Federation des caisses Desjardins du Quebec

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