Back to LPL Financial LLC

SGOV
Showing 8 of 17 quarters

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

LPL Financial LLC holds 10.9M shares of SGOV (ISHARES TR), worth $1.1B as of 2026-Q1. The position was increased (+23.4% shares). SGOV represents 0.3% of LPL Financial LLC's portfolio.

Current Value

$1.1B

Current Shares

10.9M

Total Value Change

+$801.4M

Total Shares Change

+8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
10.9M
+23.4%
$1.1B0.3%$100.40
46
2025-Q4
Increased
8.8M
+11.3%
$883M0.2%$100.06
42
2025-Q3
Increased
7.9M
+9.7%
$795.5M0.2%$99.07
42
2025-Q2
Increased
7.2M
+21.2%
$725.4M0.2%$98.01
45
2025-Q1
Increased
5.9M
+40.3%
$598.3M0.2%$96.99
50
2024-Q4
Increased
4.2M
+40.0%
$425M0.2%$95.97
49
2024-Q3
Increased
3M
+4.5%
$304.7M0.1%$94.86
39
2024-Q2
Increased
2.9M
+20.0%
$291.4M0.1%$93.60
44

Other major holders of SGOV: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used