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

LPL Financial LLC holds 3.9M shares of SHV (ISHARES TR), worth $434.2M as of 2026-Q2. The position was increased (+16.7% shares). SHV represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$434.2M

Current Shares

3.9M

Total Value Change

+$236.5M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.9M
+16.7%
$434.2M0.1%$109.69
36
2026-Q1
Increased
3.4M
+10.1%
$372.3M0.1%$108.76
34
2025-Q4
Increased
3.1M
+18.6%
$337.4M0.1%$107.89
36
2025-Q3
Increased
2.6M
+20.0%
$285.5M0.1%$106.81
37
2025-Q2
Increased
2.2M
+1.3%
$237.8M0.1%$105.64
31
2025-Q1
Increased
2.1M
+11.4%
$234.9M0.1%$104.58
34
2024-Q4
Increased
1.9M
+6.8%
$210.1M0.1%$103.53
33
2024-Q3
Increased
1.8M
+0.1%
$197.7M0.1%$102.37
30

Other major holders of SHV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

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