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ISHGISHG
14 quarters

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

Yes. LPL Financial holds 171,289 shares of ISHG, worth $12.7M, as of its Q2 2026 13F filing. It increased the position from 15,114 shares in Q1 2026. LPL Financial has held ISHG since Q1 2023, across 14 quarterly 13F filings.

Current Value

$12.7M

Current Shares

171,289

Total Value Change

+$12.3M

Total Shares Change

+164,681

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
171,289
+1033.3%
$12.7M0.0%$74.25
45
2026-Q1
Increased
15,114
+52.8%
$1.1M0.0%$74.18
35
2025-Q4
Decreased
9,892
-53.0%
$744,2570.0%$75.24
0
2025-Q3
Decreased
21,023
-49.2%
$1.6M0.0%$75.09
0
2025-Q2
Increased
41,353
+150.6%
$3.2M0.0%$75.46
43
2025-Q1
Increased
16,502
+24.0%
$1.2M0.0%$69.37
31
2024-Q4
Increased
13,311
+46.2%
$896,7620.0%$66.40
34
2024-Q3
Increased
9,107
+0.9%
$673,6900.0%$71.11
25
2024-Q2
Unchanged
9,026
0.0%
$627,2170.0%$66.81
0
2024-Q1
Increased
9,026
+1.1%
$630,8270.0%$67.19
25
2023-Q4
Decreased
8,927
-41.0%
$643,3690.0%$69.29
0
2023-Q3
Increased
15,138
+0.4%
$1M0.0%$64.85
25
2023-Q2
Increased
15,074
+128.1%
$1M0.0%$66.45
40
2023-Q1
New
6,608
-
$464,0140.0%$67.38
33

Other major holders of ISHG: NewEdge Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA

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