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
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 16.2M |
-0.1% |
| $3.1B |
| 0.8% |
| $202.29 |
0 |
| 2025-Q4 | Decreased | 16.2M | -12.7% | $3.2B | 0.9% | $200.10 | 0 |
| 2025-Q3 | Decreased | 18.5M | -4.8% | $3.6B | 1.1% | $192.77 | 0 |
| 2025-Q2 | Increased | 19.5M | +7.0% | $3.6B | 1.2% | $180.59 | 54 |
| 2025-Q1 | Increased | 18.2M | +7.8% | $3.1B | 1.2% | $168.31 | 54 |
| 2024-Q4 | Increased | 16.9M | +14.6% | $3B | 1.2% | $176.81 | 57 |
| 2024-Q3 | Increased | 14.7M | +6.9% | $2.6B | 1.2% | $176.39 | 54 |
| 2024-Q2 | Increased | 13.8M | +5.6% | $2.4B | 1.2% | $168.05 | 53 |