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

LPL Financial LLC holds 10.5M shares of IVE (ISHARES TR), worth $2.2B as of 2026-Q1. The position was decreased (-4.6% shares). IVE represents 0.6% of LPL Financial LLC's portfolio.

Current Value

$2.2B

Current Shares

10.5M

Total Value Change

+$1.4B

Total Shares Change

+6.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
10.5M
-4.6%
$2.2B0.6%$219.98
0
2025-Q4
Increased
11M
+28.9%
$2.3B0.6%$213.56
56
2025-Q3
Increased
8.5M
+8.0%
$1.8B0.5%$204.84
49
2025-Q2
Increased
7.9M
+13.4%
$1.5B0.5%$192.62
51
2025-Q1
Increased
7M
+32.2%
$1.3B0.5%$186.32
57
2024-Q4
Increased
5.3M
+19.1%
$1B0.4%$187.40
45
2024-Q3
Increased
4.4M
+4.0%
$873.5M0.4%$192.13
40
2024-Q2
Increased
4.3M
+4.9%
$775.1M0.4%$176.93
40

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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