Position history for LPL Financial LLC's holdings in ISHARES TR
LPL Financial LLC holds 6.3M shares of USMV (ISHARES TR), worth $582.5M as of 2026-Q1. The position was decreased (-0.1% shares). USMV represents 0.2% of LPL Financial LLC's portfolio.
Current Value
$582.5M
Current Shares
6.3M
Total Value Change
+$161.8M
Total Shares Change
+1.3M
Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY
Decreased |
| 6.3M |
-0.1% |
| $582.5M |
| 0.2% |
| $97.21 |
0 |
| 2025-Q4 | Decreased | 6.3M | -4.0% | $592.1M | 0.2% | $94.95 | 0 |
| 2025-Q3 | Increased | 6.5M | +3.7% | $622.9M | 0.2% | $94.33 | 39 |
| 2025-Q2 | Increased | 6.3M | +7.4% | $592.7M | 0.2% | $92.27 | 41 |
| 2025-Q1 | Increased | 5.9M | +3.4% | $550.4M | 0.2% | $91.68 | 39 |
| 2024-Q4 | Increased | 5.7M | +6.1% | $504.9M | 0.2% | $87.40 | 40 |
| 2024-Q3 | Increased | 5.4M | +6.9% | $489.2M | 0.2% | $89.30 | 40 |
| 2024-Q2 | Decreased | 5M | -7.4% | $420.7M | 0.2% | $81.96 | 0 |