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IYEIYE
31 quarters

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

LPL Financial LLC holds 671,026 shares of IYE (ISHARES TR), worth $38M as of 2026-Q2. The position was increased (+7.2% shares). IYE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$38M

Current Shares

671,026

Total Value Change

+$27.8M

Total Shares Change

+346,052

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
671,026
+7.2%
$38M0.0%$56.59
31
2026-Q1
Increased
626,083
+32.1%
$40.6M0.0%$59.70
37
2025-Q4
Decreased
473,817
-17.4%
$22.5M0.0%$47.81
0
2025-Q3
Decreased
573,542
-3.1%
$27.3M0.0%$47.67
0
2025-Q2
Decreased
592,163
-2.6%
$26.8M0.0%$44.72
0
2025-Q1
Decreased
608,107
-5.3%
$30M0.0%$47.65
0
2024-Q4
Increased
642,481
+53.4%
$29.3M0.0%$43.71
40
2024-Q3
Decreased
418,965
-29.4%
$19.4M0.0%$44.45
0
2024-Q2
Increased
593,267
+42.8%
$28.5M0.0%$46.00
39
2024-Q1
Increased
415,494
+3.2%
$20.5M0.0%$47.04
29
2023-Q4
Decreased
402,665
-3.5%
$17.8M0.0%$41.76
0
2023-Q3
Decreased
417,041
-7.9%
$19.8M0.0%$44.53
0
2023-Q2
Decreased
452,914
-7.9%
$19.4M0.0%$39.66
0
2023-Q1
Decreased
491,713
-60.4%
$21.5M0.0%$40.23
0
2022-Q4
Increased
1.2M
+7.6%
$57.7M0.0%$42.70
32
2022-Q3
Decreased
1.2M
-51.6%
$45.3M0.0%$36.02
0
2022-Q2
Decreased
2.4M
-39.5%
$90.8M0.1%$34.98
0
2022-Q1
Increased
3.9M
+3.1%
$161.1M0.1%$36.97
37
2021-Q4
Decreased
3.8M
-2.8%
$115M0.1%$26.62
0
2021-Q3
Decreased
3.9M
-9.6%
$111M0.1%$25.10
0
2021-Q2
Increased
4.3M
+22.3%
$126.4M0.1%$24.92
43
2021-Q1
Increased
3.6M
+1548.3%
$93.2M0.1%$22.78
58
2020-Q4
Decreased
215,517
-12.2%
$4.4M0.0%$17.52
0
2020-Q3
Decreased
245,445
-13.8%
$3.9M0.0%$13.61
0
2020-Q2
Increased
284,701
+31.8%
$5.7M0.0%$16.38
34
2020-Q1
Increased
215,966
+3.5%
$3.3M0.0%$12.49
27
2019-Q4
Increased
208,651
+7.7%
$6.7M0.0%$25.95
29
2019-Q3
Increased
193,710
+0.4%
$6.2M0.0%$24.94
27
2019-Q2
Decreased
193,015
-24.7%
$6.6M0.0%$26.62
0
2019-Q1
Decreased
256,182
-21.2%
$9.2M0.0%$27.65
0
2018-Q4
New
324,974
-
$10.1M0.0%$23.60
38

Other major holders of IYE: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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