Does LPL Financial own IWO stock?

Yes. As of its Q2 2026 13F, LPL Financial holds 598,485 shares of IWO, worth $235.8M.

How many shares of IWO does LPL Financial own?

As of its Q2 2026 13F, LPL Financial holds 598,485 shares of IWO.

What is LPL Financial's IWO position worth?

As of its Q2 2026 13F, LPL Financial's IWO position is worth $235.8M.

Is LPL Financial buying or selling IWO?

In Q2 2026, LPL Financial increased its IWO position by 21,618 shares (+3.8%).

When did LPL Financial first buy IWO?

LPL Financial already held IWO in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

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LPL Financial LLC

IWO
31 quarters

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

Current Value

$235.8M

Current Shares

598,485

Total Value Change

+$181.9M

Total Shares Change

+277,501

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	598,485	+3.8%	$235.8M	0.1%	$393.52	32
2026-Q1	Increased	576,867	+0.7%	$181M	0.0%	$313.09	31
2025-Q4	Increased	572,694	+3.6%	$185M	0.1%	$322.17	32
2025-Q3	Increased	552,665	+5.2%	$176.9M	0.1%	$318.50	32
2025-Q2	Increased	525,482	+0.9%	$150.2M	0.1%	$284.15	30
2025-Q1	Decreased	520,805	-2.7%	$133.1M	0.1%	$253.71	0
2024-Q4	Increased	535,490	+9.5%	$154.1M	0.1%	$285.35	33
2024-Q3	Increased	488,873	+25.5%	$138.8M	0.1%	$280.60	37
2024-Q2	Decreased	389,500	-10.4%	$102.3M	0.1%	$258.89	0
2024-Q1	Increased	434,650	+19.8%	$117.7M	0.1%	$266.67	36
2023-Q4	Increased	362,949	+2.1%	$91.5M	0.1%	$248.05	30
2023-Q3	Increased	355,514	+1.4%	$79.7M	0.1%	$219.94	30
2023-Q2	Increased	350,773	+1.0%	$85.1M	0.1%	$237.62	30
2023-Q1	Increased	347,397	+1.0%	$78.8M	0.1%	$221.78	30
2022-Q4	Decreased	344,055	-0.5%	$73.8M	0.1%	$209.31	0
2022-Q3	Increased	345,684	+2.5%	$71.4M	0.1%	$201.11	30
2022-Q2	Increased	337,295	+1.8%	$69.6M	0.1%	$200.22	30
2022-Q1	Decreased	331,381	-2.6%	$84.8M	0.1%	$247.93	0
2021-Q4	Increased	340,342	+5.2%	$99.7M	0.1%	$283.83	32
2021-Q3	Increased	323,608	+8.5%	$95M	0.1%	$284.08	32
2021-Q2	Decreased	298,263	-5.1%	$93M	0.1%	$301.30	0
2021-Q1	Increased	314,224	+5.0%	$94.5M	0.1%	$290.59	38
2020-Q4	Increased	299,174	+6.8%	$85.8M	0.1%	$276.81	38
2020-Q3	Increased	280,012	+2.3%	$62M	0.1%	$213.64	30
2020-Q2	Increased	273,759	+1.1%	$56.6M	0.1%	$199.21	30
2020-Q1	Decreased	270,869	-5.6%	$42.8M	0.1%	$152.07	0
2019-Q4	Decreased	287,013	-4.4%	$61.5M	0.1%	$205.53	0
2019-Q3	Decreased	300,168	-6.3%	$57.9M	0.1%	$184.48	0
2019-Q2	Decreased	320,486	-1.2%	$64.4M	0.1%	$191.89	0
2019-Q1	Increased	324,505	+1.1%	$63.8M	0.1%	$187.56	36
2018-Q4	First report	320,984	-	$53.9M	0.1%	$159.97	0

Other major holders of IWO: BANK OF AMERICA CORP /DE/

IWO31 quarters

IWO
31 quarters