Back to LPL Financial LLC LPL Financial LLC

IWBIWB
31 quarters

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

LPL Financial LLC holds 2.5M shares of IWB (ISHARES TR), worth $1B as of 2026-Q2. The position was increased (+0.3% shares). IWB represents 0.2% of LPL Financial LLC's 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%$409.50
38
2026-Q1
Increased
2.5M
+3.5%
$904.5M0.2%$355.82
39
2025-Q4
Increased
2.5M
+0.1%
$915.3M0.3%$371.78
38
2025-Q3
Increased
2.4M
0.0%
$894.6M0.3%$362.79
38
2025-Q2
Increased
2.4M
+1.9%
$831.2M0.3%$336.17
39
2025-Q1
Decreased
2.4M
-0.7%
$736.5M0.3%$302.90
0
2024-Q4
Increased
2.4M
+1.0%
$778.9M0.3%$317.28
38
2024-Q3
Increased
2.4M
+2.3%
$752.7M0.3%$308.68
39
2024-Q2
Increased
2.3M
+1.3%
$696.7M0.3%$292.44
38
2024-Q1
Increased
2.3M
+2.5%
$665.9M0.4%$282.39
39
2023-Q4
Increased
2.3M
+0.3%
$591.7M0.4%$256.35
38
2023-Q3
Increased
2.2M
+1.8%
$528.5M0.4%$228.76
38
2023-Q2
Increased
2.2M
+1.7%
$538.9M0.4%$235.31
38
2023-Q1
Increased
2.2M
+8.0%
$489.9M0.4%$216.85
41
2022-Q4
Increased
2M
+0.9%
$423.8M0.4%$202.82
38
2022-Q3
Increased
2M
+4.3%
$393.7M0.4%$188.47
39
2022-Q2
Increased
1.9M
+1.1%
$397.6M0.4%$197.48
38
2022-Q1
Increased
1.9M
+1.6%
$473.2M0.4%$237.05
38
2021-Q4
Increased
1.9M
+0.4%
$492.4M0.4%$249.88
37
2021-Q3
Increased
1.9M
+6.9%
$448.3M0.4%$227.73
40
2021-Q2
Increased
1.7M
+286.5%
$419.9M0.4%$227.32
60
2021-Q1
Increased
448,691
+0.1%
$100.4M0.1%$209.70
36
2020-Q4
Decreased
448,258
-6.9%
$95M0.1%$197.82
0
2020-Q3
Decreased
481,350
-5.0%
$90.1M0.1%$174.10
0
2020-Q2
Decreased
506,689
-13.9%
$87M0.2%$159.05
0
2020-Q1
Decreased
588,549
-4.2%
$83.3M0.2%$130.65
0
2019-Q4
Decreased
614,391
-7.2%
$109.6M0.2%$164.14
0
2019-Q3
Increased
661,934
+6.3%
$108.9M0.2%$150.21
38
2019-Q2
Increased
622,474
+19.0%
$101.3M0.2%$148.75
42
2019-Q1
Decreased
522,975
-25.6%
$82.3M0.2%$142.96
0
2018-Q4
New
702,877
-
$97.5M0.3%$124.29
50

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used