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

LPL Financial LLC holds 20.9M shares of IVW (ISHARES TR), worth $2.4B as of 2026-Q1. The position was increased (+5.4% shares). IVW represents 0.6% of LPL Financial LLC's portfolio.

Current Value

$2.4B

Current Shares

20.9M

Total Value Change

+$935.2M

Total Shares Change

+5.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
20.9M
+5.4%
$2.4B0.6%$118.67
47
2025-Q4
Increased
19.8M
+1.8%
$2.4B0.7%$124.16
46
2025-Q3
Increased
19.5M
+4.5%
$2.3B0.7%$120.03
47
2025-Q2
Decreased
18.6M
-1.6%
$2.1B0.7%$109.25
0
2025-Q1
Increased
18.9M
+5.5%
$1.8B0.7%$92.24
48
2024-Q4
Increased
17.9M
+14.4%
$1.8B0.7%$101.96
51
2024-Q3
Increased
15.7M
+1.7%
$1.5B0.7%$94.72
46
2024-Q2
Increased
15.4M
+35.2%
$1.4B0.7%$91.87
58

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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