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IEOIEO
31 quarters

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

Yes. LPL Financial holds 89,473 shares of IEO, worth $9.8M, as of its Q2 2026 13F filing. It reduced the position by 38,715 shares (-30.2%) from Q1 2026. LPL Financial has held IEO in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$9.8M

Current Shares

89,473

Total Value Change

+$8.3M

Total Shares Change

+60,679

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
89,473
-30.2%
$9.8M0.0%$109.45
0
2026-Q1
Increased
128,188
+35.5%
$16M0.0%$123.92
37
2025-Q4
Decreased
94,638
-6.2%
$8.4M0.0%$88.14
0
2025-Q3
Decreased
100,864
-0.6%
$9.3M0.0%$90.81
0
2025-Q2
Decreased
101,456
-10.6%
$9M0.0%$86.28
0
2025-Q1
Increased
113,519
+1.5%
$10.7M0.0%$91.58
28
2024-Q4
Decreased
111,881
-0.4%
$10M0.0%$86.29
0
2024-Q3
Increased
112,338
+13.0%
$10.3M0.0%$87.53
31
2024-Q2
Decreased
99,441
-4.4%
$9.9M0.0%$94.52
0
2024-Q1
Decreased
104,038
-0.1%
$11.1M0.0%$101.08
0
2023-Q4
Increased
104,154
+1.0%
$9.7M0.0%$87.56
28
2023-Q3
Increased
103,085
+12.8%
$10.1M0.0%$90.71
31
2023-Q2
Decreased
91,390
-16.3%
$7.8M0.0%$78.58
0
2023-Q1
Increased
109,241
+11.7%
$9.4M0.0%$78.87
31
2022-Q4
Increased
97,817
+23.4%
$9.1M0.0%$84.54
33
2022-Q3
Increased
79,295
+4.7%
$6.6M0.0%$74.88
29
2022-Q2
Increased
75,711
+25.6%
$5.9M0.0%$68.94
33
2022-Q1
Increased
60,262
+35.9%
$5.1M0.0%$74.26
35
2021-Q4
Decreased
44,350
-21.5%
$2.7M0.0%$53.57
0
2021-Q3
Decreased
56,481
-11.5%
$3.3M0.0%$50.37
0
2021-Q2
Increased
63,806
+69.5%
$3.7M0.0%$49.17
39
2021-Q1
Increased
37,647
+12.3%
$1.8M0.0%$41.62
29
2020-Q4
Decreased
33,517
-9.4%
$1.2M0.0%$30.51
0
2020-Q3
Decreased
36,984
-4.7%
$978,0000.0%$22.35
0
2020-Q2
Increased
38,818
+143.2%
$1.3M0.0%$28.08
41
2020-Q1
Decreased
15,963
-40.4%
$365,0000.0%$18.92
0
2019-Q4
Increased
26,788
+3.8%
$1.5M0.0%$45.38
27
2019-Q3
Decreased
25,819
-4.3%
$1.3M0.0%$41.44
0
2019-Q2
Decreased
26,975
-10.1%
$1.5M0.0%$45.34
0
2019-Q1
Increased
30,002
+4.2%
$1.7M0.0%$46.83
27
2018-Q4
First report
28,794
-
$1.5M0.0%$41.40
0

Other major holders of IEO: MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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