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IWBIWB
31 quarters

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

Yes. LPL Financial holds 2,543,875 shares of IWB, worth $1B, as of its Q2 2026 13F filing. It increased the position by 7,163 shares (+0.3%) from Q1 2026. LPL Financial has held IWB in every 13F on record since Q4 2018, 31 quarterly filings. IWB is 0.2% of LPL Financial's reported 13F portfolio.

Current Value

$1B

Current Shares

2.5M

Total Value Change

+$944.2M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.5M
+0.3%
$1B0.2%$408.51
38
2026-Q1
Increased
2.5M
+3.5%
$904.5M0.2%$354.96
39
2025-Q4
Increased
2.5M
+0.1%
$915.3M0.3%$370.88
38
2025-Q3
Increased
2.4M
0.0%
$894.6M0.3%$361.91
38
2025-Q2
Increased
2.4M
+1.9%
$831.2M0.3%$335.36
39
2025-Q1
Decreased
2.4M
-0.7%
$736.5M0.3%$302.16
0
2024-Q4
Increased
2.4M
+1.0%
$778.9M0.3%$316.51
38
2024-Q3
Increased
2.4M
+2.3%
$752.7M0.3%$307.94
39
2024-Q2
Increased
2.3M
+1.3%
$696.7M0.3%$290.44
38
2024-Q1
Increased
2.3M
+2.5%
$665.9M0.4%$280.46
39
2023-Q4
Increased
2.3M
+0.3%
$591.7M0.4%$254.59
38
2023-Q3
Increased
2.2M
+1.8%
$528.5M0.4%$227.20
38
2023-Q2
Increased
2.2M
+1.7%
$538.9M0.4%$234.74
38
2023-Q1
Increased
2.2M
+8.0%
$489.9M0.4%$216.33
41
2022-Q4
Increased
2M
+0.9%
$423.8M0.4%$201.43
38
2022-Q3
Increased
2M
+4.3%
$393.7M0.4%$188.01
39
2022-Q2
Increased
1.9M
+1.1%
$397.6M0.4%$197.01
38
2022-Q1
Increased
1.9M
+1.6%
$473.2M0.4%$236.47
38
2021-Q4
Increased
1.9M
+0.4%
$492.4M0.4%$249.27
37
2021-Q3
Increased
1.9M
+6.9%
$448.3M0.4%$227.18
40
2021-Q2
Increased
1.7M
+286.5%
$419.9M0.4%$226.77
60
2021-Q1
Increased
448,691
+0.1%
$100.4M0.1%$209.19
36
2020-Q4
Decreased
448,258
-6.9%
$95M0.1%$197.34
0
2020-Q3
Decreased
481,350
-5.0%
$90.1M0.1%$173.67
0
2020-Q2
Decreased
506,689
-13.9%
$87M0.2%$158.66
0
2020-Q1
Decreased
588,549
-4.2%
$83.3M0.2%$130.33
0
2019-Q4
Decreased
614,391
-7.2%
$109.6M0.2%$163.40
0
2019-Q3
Increased
661,934
+6.3%
$108.9M0.2%$149.97
38
2019-Q2
Increased
622,474
+19.0%
$101.3M0.2%$147.73
42
2019-Q1
Decreased
522,975
-25.6%
$82.3M0.2%$141.98
0
2018-Q4
First report
702,877
-
$97.5M0.3%$124.68
0

Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC

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