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Showing 8 of 31 quarters

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

LPL Financial LLC holds 774,242 shares of ISCF (ISHARES TR), worth $33.5M as of 2026-Q2. The position was increased (+8.8% shares). ISCF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$33.5M

Current Shares

774,242

Total Value Change

+$27.9M

Total Shares Change

+613,646

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
774,242
+8.8%
$33.5M0.0%$43.29
32
2026-Q1
Increased
711,625
+14.7%
$29.7M0.0%$43.77
33
2025-Q4
Increased
620,675
+26.8%
$25.7M0.0%$41.72
35
2025-Q3
Increased
489,390
+139.1%
$20.1M0.0%$40.20
46
2025-Q2
Increased
204,716
+5.3%
$7.9M0.0%$37.90
29
2025-Q1
Decreased
194,374
-7.5%
$6.5M0.0%$32.68
0
2024-Q4
Increased
210,028
+30.8%
$6.8M0.0%$30.95
35
2024-Q3
Decreased
160,596
-17.8%
$5.7M0.0%$33.07
0

Other major holders of ISCF: Cerity Partners LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

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