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

LPL Financial LLC holds 1.8M shares of USRT (ISHARES TR), worth $116.8M as of 2026-Q2. The position was increased (+133.3% shares). USRT represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$116.8M

Current Shares

1.8M

Total Value Change

+$103.3M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+133.3%
$116.8M0.0%$65.96
49
2026-Q1
Increased
753,274
+10.3%
$44.6M0.0%$58.43
32
2025-Q4
Decreased
682,884
-1.0%
$38.9M0.0%$56.03
0
2025-Q3
Increased
689,948
+9.3%
$40.5M0.0%$57.07
32
2025-Q2
Increased
631,332
+15.7%
$35.7M0.0%$54.57
33
2025-Q1
Decreased
545,736
-30.2%
$31.4M0.0%$55.21
0
2024-Q4
Increased
781,468
+256.5%
$44.8M0.0%$54.70
47
2024-Q3
Increased
219,203
+12.9%
$13.5M0.0%$58.26
32

Other major holders of USRT: PRICE T ROWE ASSOCIATES INC /MD/, BlackRock, Inc.

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