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

LPL Financial LLC holds 1.2M shares of OEF (ISHARES TR), worth $386M as of 2026-Q1. The position was decreased (-73.2% shares). OEF represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$386M

Current Shares

1.2M

Total Value Change

+$211.6M

Total Shares Change

+553,652

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.2M
-73.2%
$386M0.1%$333.33
0
2025-Q4
Increased
4.5M
+6.9%
$1.6B0.4%$345.09
41
2025-Q3
Increased
4.2M
+58.2%
$1.4B0.4%$330.62
54
2025-Q2
Increased
2.7M
+48.9%
$815.4M0.3%$301.70
52
2025-Q1
Increased
1.8M
+126.3%
$487.2M0.2%$267.39
60
2024-Q4
Increased
795,013
+16.1%
$229.6M0.1%$287.85
35
2024-Q3
Increased
684,864
+3.8%
$189.5M0.1%$272.22
32
2024-Q2
Increased
659,918
+5.7%
$174.4M0.1%$260.49
32

Other major holders of OEF: M&T BANK CORP, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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