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

LPL Financial LLC holds 16.2M shares of QUAL (ISHARES TR), worth $3.1B as of 2026-Q1. The position was decreased (-0.1% shares). QUAL represents 0.8% of LPL Financial LLC's portfolio.

Current Value

$3.1B

Current Shares

16.2M

Total Value Change

+$746.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
16.2M
-0.1%
$3.1B0.8%$202.29
0
2025-Q4
Decreased
16.2M
-12.7%
$3.2B0.9%$200.10
0
2025-Q3
Decreased
18.5M
-4.8%
$3.6B1.1%$192.77
0
2025-Q2
Increased
19.5M
+7.0%
$3.6B1.2%$180.59
54
2025-Q1
Increased
18.2M
+7.8%
$3.1B1.2%$168.31
54
2024-Q4
Increased
16.9M
+14.6%
$3B1.2%$176.81
57
2024-Q3
Increased
14.7M
+6.9%
$2.6B1.2%$176.39
54
2024-Q2
Increased
13.8M
+5.6%
$2.4B1.2%$168.05
53

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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