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IWRIWR
Showing 8 of 31 quarters

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

LPL Financial LLC holds 3.7M shares of IWR (ISHARES TR), worth $411.5M as of 2026-Q2. The position was decreased (-0.7% shares). IWR represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$411.5M

Current Shares

3.7M

Total Value Change

+$181.1M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.7M
-0.7%
$411.5M0.1%$110.32
0
2026-Q1
Increased
3.8M
+6.7%
$365.2M0.1%$101.75
33
2025-Q4
Increased
3.5M
+9.8%
$338.9M0.1%$97.26
34
2025-Q3
Increased
3.2M
+5.2%
$309.6M0.1%$96.09
33
2025-Q2
Increased
3M
+1.9%
$280.5M0.1%$90.83
31
2025-Q1
Increased
3M
+13.3%
$254.6M0.1%$83.76
35
2024-Q4
Increased
2.6M
+1.1%
$233.5M0.1%$87.25
31
2024-Q3
Decreased
2.6M
-16.5%
$230.4M0.1%$86.54
0

Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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