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

LPL Financial LLC holds 2.8M shares of SUSB (ISHARES TR), worth $70M as of 2026-Q2. The position was increased (+72.0% shares). SUSB represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$70M

Current Shares

2.8M

Total Value Change

+$53.1M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.8M
+72.0%
$70M0.0%$24.80
44
2026-Q1
Increased
1.6M
+5.1%
$40.8M0.0%$24.60
31
2025-Q4
Increased
1.5M
+28.1%
$39.1M0.0%$24.59
36
2025-Q3
Increased
1.2M
+8.2%
$30.6M0.0%$24.29
31
2025-Q2
Increased
1.1M
+3.0%
$28.1M0.0%$23.89
30
2025-Q1
Increased
1.1M
+24.1%
$27.1M0.0%$23.47
35
2024-Q4
Increased
874,432
+30.8%
$21.6M0.0%$23.03
36
2024-Q3
Increased
668,380
+22.9%
$16.8M0.0%$23.13
34

Other major holders of SUSB: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, GOLDMAN SACHS GROUP INC

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