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SUSASUSA
31 quarters

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

LPL Financial LLC holds 280,854 shares of SUSA (ISHARES TR), worth $43.3M as of 2026-Q2. The position was decreased (-8.6% shares). SUSA represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$43.3M

Current Shares

280,854

Total Value Change

+$34.9M

Total Shares Change

+198,989

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
280,854
-8.6%
$43.3M0.0%$154.30
0
2026-Q1
Decreased
307,264
-0.2%
$40.6M0.0%$138.48
0
2025-Q4
Increased
308,016
+4.6%
$42.9M0.0%$140.52
31
2025-Q3
Decreased
294,519
-3.9%
$40M0.0%$134.85
0
2025-Q2
Increased
306,532
+1.3%
$38.9M0.0%$125.34
29
2025-Q1
Decreased
302,566
-2.4%
$34.8M0.0%$113.33
0
2024-Q4
Decreased
310,078
-2.0%
$37.7M0.0%$120.79
0
2024-Q3
Decreased
316,419
-2.7%
$38.1M0.0%$118.41
0
2024-Q2
Decreased
325,320
-1.1%
$36.6M0.0%$110.55
0
2024-Q1
Decreased
328,960
-4.0%
$35.9M0.0%$107.15
0
2023-Q4
Increased
342,535
+4.8%
$34.4M0.0%$98.36
30
2023-Q3
Increased
326,829
+0.0%
$29.4M0.0%$87.72
29
2023-Q2
Decreased
326,803
-5.7%
$30.6M0.0%$89.95
0
2023-Q1
Decreased
346,589
-5.3%
$30.4M0.0%$83.69
0
2022-Q4
Decreased
365,946
-41.8%
$30.1M0.0%$79.40
0
2022-Q3
Increased
629,247
+1.1%
$47.8M0.0%$73.96
29
2022-Q2
Decreased
622,450
-0.7%
$50.2M0.0%$77.88
0
2022-Q1
Decreased
626,505
-4.3%
$60.7M0.1%$93.72
0
2021-Q4
Increased
654,927
+5.0%
$69.6M0.1%$101.14
31
2021-Q3
Increased
623,654
+2.5%
$59.8M0.1%$92.02
30
2021-Q2
Increased
608,355
+4.6%
$58.1M0.1%$90.27
31
2021-Q1
Increased
581,605
+6.7%
$51.1M0.1%$82.26
31
2020-Q4
Increased
545,176
+132.8%
$44.9M0.1%$76.98
47
2020-Q3
Increased
234,211
+22.4%
$34.5M0.1%$68.40
35
2020-Q2
Increased
191,407
+78.2%
$25.6M0.0%$61.41
44
2020-Q1
Increased
107,393
+13.1%
$11.8M0.0%$51.99
31
2019-Q4
Increased
94,956
+4.4%
$12.7M0.0%$61.94
29
2019-Q3
Increased
90,982
+11.2%
$11.2M0.0%$56.72
31
2019-Q2
Increased
81,808
+8.5%
$10M0.0%$55.96
30
2019-Q1
Decreased
75,390
-7.9%
$8.9M0.0%$54.08
0
2018-Q4
New
81,865
-
$8.4M0.0%$46.61
38

Other major holders of SUSA: Steward Partners Investment Advisory, LLC, Varma Mutual Pension Insurance Co, BANK OF AMERICA CORP /DE/

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