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Ishares Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Ishares Tr (IBTQ) 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
2026-03-31 $7.0M 277k 25.30
2025-12-31 $322k 13k 25.48

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for LPL Financial

Top funds holding Ishares Tr

Golub Group
Confluence Investment Management
LPL Financial
Morgan Stanley
Ameriprise Financial
Probity Advisors
UBS Group
Accretive Wealth Partners
Stifel Financial
Bell Investment Advisors
Benjamin Edwards
Envestnet Asset Management
United Capital Financial Advisers
L2 Asset Management
Raymond James Financial

View all funds holding Ishares Tr