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IVVIVV
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES CORE S&P 500 ETF

LPL Financial LLC holds 14.8M shares of IVV (ISHARES CORE S&P 500 ETF), worth $11.1B as of 2026-Q2. The position was increased (+27.6% shares). IVV represents 2.5% of LPL Financial LLC's portfolio.

Current Value

$11.1B

Current Shares

14.8M

Total Value Change

+$10B

Total Shares Change

+10.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14.8M
+27.6%
$11.1B2.5%$748.89
68
2026-Q1
Increased
11.6M
+10.5%
$7.6B2.0%$651.46
61
2025-Q4
Increased
10.5M
+3.8%
$7.2B2.0%$681.29
52
2025-Q3
Increased
10.1M
+8.4%
$6.8B2.0%$663.39
55
2025-Q2
Decreased
9.3M
-12.0%
$5.8B1.9%$613.57
0
2025-Q1
Increased
10.6M
+3.9%
$5.9B2.3%$553.53
57
2024-Q4
Increased
10.2M
+13.1%
$6B2.4%$578.12
62
2024-Q3
Increased
9M
+0.3%
$5.2B2.3%$564.49
55
2024-Q2
Decreased
9M
-1.1%
$4.9B2.4%$536.31
0
2024-Q1
Decreased
9.1M
-7.3%
$4.8B2.6%$513.70
0
2023-Q4
Increased
9.8M
+9.3%
$4.7B2.8%$465.22
60
2023-Q3
Increased
9M
+11.4%
$3.8B2.7%$416.59
61
2023-Q2
Increased
8M
+1.8%
$3.6B2.6%$428.12
56
2023-Q1
Decreased
7.9M
-1.1%
$3.2B2.5%$393.63
0
2022-Q4
Increased
8M
+1.1%
$3.1B2.6%$368.33
55
2022-Q3
Increased
7.9M
+5.0%
$2.8B2.7%$340.52
57
2022-Q2
Increased
7.5M
+5.2%
$2.9B2.7%$358.14
58
2022-Q1
Increased
7.2M
+19.1%
$3.2B2.8%$427.21
65
2021-Q4
Increased
6M
+7.7%
$2.9B2.4%$447.67
59
2021-Q3
Increased
5.6M
+16.8%
$2.4B2.3%$403.05
64
2021-Q2
Increased
4.8M
+2.1%
$2.1B2.1%$400.69
56
2021-Q1
Decreased
4.7M
-1.2%
$1.9B2.1%$369.70
0
2020-Q4
Increased
4.7M
+7.2%
$1.8B2.3%$347.68
59
2020-Q3
Increased
4.4M
+6.9%
$1.5B2.3%$309.89
59
2020-Q2
Decreased
4.1M
-6.6%
$1.3B2.2%$284.28
0
2020-Q1
Increased
4.4M
+3.4%
$1.1B2.5%$236.22
57
2019-Q4
Increased
4.3M
+5.2%
$1.4B2.5%$294.56
58
2019-Q3
Increased
4.1M
+5.1%
$1.2B2.5%$269.53
58
2019-Q2
Decreased
3.9M
-0.6%
$1.1B2.4%$266.17
0
2019-Q1
Decreased
3.9M
-7.2%
$1.1B2.5%$255.40
0
2018-Q4
New
4.2M
-
$1.1B2.8%$222.89
83

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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