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

LPL Financial LLC holds 999,571 shares of USXF (ISHARES TR), worth $69.4M as of 2026-Q2. The position was increased (+3.0% shares). USXF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$69.4M

Current Shares

999,571

Total Value Change

+$40.7M

Total Shares Change

+413,470

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
999,571
+3.0%
$69.4M0.0%$69.45
30
2026-Q1
Increased
970,064
+8.0%
$53.5M0.0%$57.49
32
2025-Q4
Increased
897,925
+1.8%
$51.7M0.0%$58.16
30
2025-Q3
Decreased
882,334
-15.3%
$50.6M0.0%$56.84
0
2025-Q2
Decreased
1M
-10.2%
$56.1M0.0%$53.29
0
2025-Q1
Increased
1.2M
+10.6%
$54.1M0.0%$46.14
33
2024-Q4
Increased
1M
+78.8%
$52.1M0.0%$49.47
45
2024-Q3
Increased
586,101
+4.1%
$28.8M0.0%$48.38
30

Other major holders of USXF: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC

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