How many shares of ISCB does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 198,078 shares of ISCB (ISHARES MORNINGSTAR SMALL-CAP ETF).

What is LPL Financial LLC's ISCB position worth?

As of 2026-Q2, LPL Financial LLC's ISCB position is worth $15M.

In 2026-Q2, LPL Financial LLC increased their ISCB position (+4.4% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in ISCB in 2018-Q4. They have held the position across 31 quarters.

Position history for LPL Financial LLC's holdings in ISHARES MORNINGSTAR SMALL-CAP ETF

Current Value

$15M

Current Shares

198,078

Total Value Change

+$12M

Total Shares Change

+178,345

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	198,078	+4.4%	$15M	0.0%	$75.51	29
2026-Q1	Increased	189,650	+6.3%	$12.3M	0.0%	$68.21	30
2025-Q4	Increased	178,349	+5.1%	$11.6M	0.0%	$65.61	29
2025-Q3	Increased	169,718	+10.1%	$10.8M	0.0%	$63.02	31
2025-Q2	Increased	154,202	+82.9%	$9M	0.0%	$57.70	43
2025-Q1	Decreased	84,293	-3.1%	$4.6M	0.0%	$53.66	0
2024-Q4	Decreased	87,005	-0.1%	$5.1M	0.0%	$57.86	0
2024-Q3	Decreased	87,092	-3.9%	$5.1M	0.0%	$57.52	0
2024-Q2	Increased	90,579	+0.5%	$4.9M	0.0%	$52.68	27
2024-Q1	Increased	90,108	+0.7%	$5.1M	0.0%	$54.81	27
2023-Q4	Decreased	89,501	-32.6%	$4.8M	0.0%	$52.13	0
2023-Q3	Decreased	132,823	-2.1%	$6.3M	0.0%	$45.60	0
2023-Q2	Increased	135,692	+7.4%	$6.7M	0.0%	$47.60	29
2023-Q1	Increased	126,378	+39.2%	$6M	0.0%	$44.56	36
2022-Q4	Increased	90,779	+8.1%	$4.1M	0.0%	$43.62	29
2022-Q3	Decreased	84,000	-3.9%	$3.6M	0.0%	$40.85	0
2022-Q2	Decreased	87,425	-8.3%	$3.9M	0.0%	$42.33	0
2022-Q1	Decreased	95,282	-3.9%	$5.1M	0.0%	$51.02	0
2021-Q4	Decreased	99,173	-2.9%	$5.7M	0.0%	$53.96	0
2021-Q3	Decreased	102,135	-4.1%	$5.7M	0.0%	$53.04	0
2021-Q2	Increased	106,545	+306.9%	$6.3M	0.0%	$54.73	44
2021-Q1	Increased	26,185	+8.2%	$5.9M	0.0%	$52.05	29
2020-Q4	Increased	24,200	+4.2%	$4.8M	0.0%	$45.89	28
2020-Q3	Decreased	23,236	-5.3%	$3.6M	0.0%	$36.09	0
2020-Q2	Decreased	24,542	-2.8%	$3.7M	0.0%	$34.53	0
2020-Q1	Increased	25,236	+20.1%	$3.2M	0.0%	$29.00	31
2019-Q4	Increased	21,003	+4.7%	$4M	0.0%	$43.12	28
2019-Q3	Decreased	20,060	-0.5%	$3.5M	0.0%	$39.71	0
2019-Q2	Increased	20,165	+6.4%	$3.5M	0.0%	$39.62	28
2019-Q1	Decreased	18,949	-4.0%	$3.2M	0.0%	$38.30	0
2018-Q4	New	19,733	-	$2.9M	0.0%	$33.11	36

Other major holders of ISCB: MORGAN STANLEY