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SCZSCZ
31 quarters

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

LPL Financial LLC holds 940,672 shares of SCZ (ISHARES TR), worth $77.4M as of 2026-Q2. The position was increased (+10.8% shares). SCZ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$77.4M

Current Shares

940,672

Total Value Change

+$58.8M

Total Shares Change

+581,491

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
940,672
+10.8%
$77.4M0.0%$82.27
33
2026-Q1
Decreased
848,780
-0.9%
$66.6M0.0%$77.33
0
2025-Q4
Increased
856,401
+0.7%
$66.4M0.0%$76.46
30
2025-Q3
Increased
850,561
+6.0%
$65.3M0.0%$74.22
31
2025-Q2
Increased
802,503
+8.0%
$58.3M0.0%$70.31
32
2025-Q1
Increased
743,180
+22.0%
$47.2M0.0%$60.54
35
2024-Q4
Increased
609,238
+4.6%
$37M0.0%$57.89
30
2024-Q3
Decreased
582,506
-0.7%
$39.4M0.0%$63.26
0
2024-Q2
Increased
586,825
+12.1%
$36.2M0.0%$58.40
32
2024-Q1
Decreased
523,373
-0.5%
$33.1M0.0%$59.16
0
2023-Q4
Increased
525,826
+1.3%
$32.5M0.0%$57.82
29
2023-Q3
Increased
518,889
+2.8%
$29.3M0.0%$52.04
30
2023-Q2
Decreased
504,794
-1.9%
$29.8M0.0%$53.60
0
2023-Q1
Increased
514,461
+3.0%
$30.6M0.0%$53.19
30
2022-Q4
Increased
499,667
+0.9%
$28.2M0.0%$51.18
29
2022-Q3
Decreased
495,322
-2.7%
$24.2M0.0%$43.60
0
2022-Q2
Decreased
509,125
-0.8%
$27.8M0.0%$48.79
0
2022-Q1
Decreased
513,163
-6.9%
$34M0.0%$58.20
0
2021-Q4
Increased
551,411
+6.2%
$40.3M0.0%$64.12
31
2021-Q3
Increased
519,097
+14.0%
$38.6M0.0%$63.98
33
2021-Q2
Decreased
455,413
-57.9%
$33.8M0.0%$63.77
0
2021-Q1
Increased
1.1M
+238.4%
$77.6M0.1%$61.20
48
2020-Q4
Decreased
319,266
-1.4%
$21.8M0.0%$58.23
0
2020-Q3
Decreased
323,859
-19.6%
$19.1M0.0%$49.88
0
2020-Q2
Increased
402,879
+4.7%
$21.6M0.0%$45.34
30
2020-Q1
Decreased
384,818
-13.4%
$17.3M0.0%$37.52
0
2019-Q4
Increased
444,175
+15.5%
$27.7M0.1%$52.56
33
2019-Q3
Increased
384,468
+2.4%
$22M0.0%$47.28
29
2019-Q2
Decreased
375,314
-0.4%
$21.5M0.0%$47.73
0
2019-Q1
Increased
376,971
+5.0%
$21.7M0.0%$46.99
30
2018-Q4
New
359,181
-
$18.6M0.0%$42.17
39

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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