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

LPL Financial LLC holds 2M shares of IYZ (ISHARES TR), worth $86M as of 2026-Q2. The position was increased (+18.1% shares). IYZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$86M

Current Shares

2M

Total Value Change

+$84.6M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+18.1%
$86M0.0%$42.31
35
2026-Q1
Increased
1.7M
+183.3%
$67.7M0.0%$39.72
48
2025-Q4
Increased
607,814
+2.3%
$20.6M0.0%$34.04
29
2025-Q3
Increased
594,206
+39.5%
$19.2M0.0%$31.84
38
2025-Q2
Increased
425,982
+26.7%
$12.7M0.0%$28.94
35
2025-Q1
Decreased
336,208
-23.8%
$9.2M0.0%$26.85
0
2024-Q4
Increased
441,129
+675.8%
$11.8M0.0%$26.17
45
2024-Q3
Increased
56,862
+0.4%
$1.4M0.0%$24.60
26

Other major holders of IYZ: PRUDENTIAL FINANCIAL INC, Focus Partners Wealth, Phoenix Financial Ltd., BANK OF AMERICA CORP /DE/

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