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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (IBDZ) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Ishares Tr

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All positions including Ishares Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $911k 34k 26.47
2025-06-30 $829k 32k 26.13
2025-03-31 $632k 25k 25.79
2024-12-31 $238k 9.3k 25.45

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Royal Bank of Canada
MV Capital Management
Summit Financial
Mb, Levis & Associates
UBS Group
Arrow Financial Corp.
HighTower Advisors
Us Bancorp
Guidance Point Advisors
Paradigm, Strategies in Wealth Management
Lido Advisors
Krilogy Financial
Benjamin Edwards

View all funds holding Ishares Tr