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Showing 8 of 31 quarters

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

Yes. LPL Financial holds 236,481 shares of NYF, worth $12.7M, as of its Q2 2026 13F filing. It increased the position by 31,370 shares (+15.3%) from Q1 2026. LPL Financial has held NYF in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$12.7M

Current Shares

236,481

Total Value Change

+$6.9M

Total Shares Change

+129,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
236,481
+15.3%
$12.7M0.0%$53.48
32
2026-Q1
Increased
205,111
+35.7%
$10.9M0.0%$52.28
36
2025-Q4
Decreased
151,138
-0.8%
$8.1M0.0%$52.40
0
2025-Q3
Increased
152,302
+18.0%
$8.1M0.0%$51.70
32
2025-Q2
Increased
129,081
+8.6%
$6.7M0.0%$50.14
30
2025-Q1
Increased
118,892
+4.6%
$6.3M0.0%$50.26
28
2024-Q4
Increased
113,639
+6.3%
$6M0.0%$50.56
29
2024-Q3
Increased
106,931
+3.3%
$5.8M0.0%$51.13
28

Other major holders of NYF: TIAA TRUST, NATIONAL ASSOCIATION, JANE STREET GROUP, LLC

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