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IWSIWS
31 quarters

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

LPL Financial LLC holds 1.2M shares of IWS (ISHARES TR), worth $200.9M as of 2026-Q2. The position was decreased (-2.1% shares). IWS represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$200.9M

Current Shares

1.2M

Total Value Change

+$145.8M

Total Shares Change

+499,242

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.2M
-2.1%
$200.9M0.0%$164.60
0
2026-Q1
Increased
1.2M
+3.0%
$181.7M0.0%$151.87
31
2025-Q4
Increased
1.2M
+0.6%
$170.7M0.0%$142.38
30
2025-Q3
Increased
1.2M
+3.4%
$168.1M0.0%$138.71
31
2025-Q2
Increased
1.2M
+0.2%
$153.9M0.1%$130.39
30
2025-Q1
Increased
1.2M
+5.4%
$146.3M0.1%$123.56
32
2024-Q4
Increased
1.1M
+11.6%
$142.6M0.1%$127.07
34
2024-Q3
Increased
987,928
+12.6%
$130.7M0.1%$129.34
34
2024-Q2
Increased
877,603
+4.4%
$106M0.1%$117.78
31
2024-Q1
Decreased
840,905
-3.6%
$105.4M0.1%$121.87
0
2023-Q4
Decreased
872,788
-3.0%
$101.5M0.1%$112.73
0
2023-Q3
Increased
900,070
+0.6%
$93.9M0.1%$100.63
30
2023-Q2
Decreased
894,901
-1.2%
$98.3M0.1%$104.53
0
2023-Q1
Increased
905,740
+0.1%
$96.2M0.1%$99.90
30
2022-Q4
Increased
904,912
+2.7%
$95.3M0.1%$100.18
31
2022-Q3
Decreased
880,848
-4.2%
$84.6M0.1%$91.47
0
2022-Q2
Increased
919,562
+3.9%
$93.4M0.1%$96.37
31
2022-Q1
Decreased
885,254
-0.1%
$105.9M0.1%$113.53
0
2021-Q4
Increased
885,658
+6.3%
$108.4M0.1%$114.05
32
2021-Q3
Increased
832,769
+6.2%
$94.3M0.1%$106.97
32
2021-Q2
Increased
783,974
+7.3%
$90.1M0.1%$106.23
32
2021-Q1
Increased
730,636
+13.1%
$79.9M0.1%$101.23
34
2020-Q4
Increased
646,130
+1.4%
$62.6M0.1%$88.73
30
2020-Q3
Decreased
637,352
-0.5%
$51.5M0.1%$73.67
0
2020-Q2
Decreased
640,462
-0.8%
$49M0.1%$68.84
0
2020-Q1
Decreased
645,604
-5.1%
$41.4M0.1%$59.15
0
2019-Q4
Increased
680,257
+2.7%
$64.5M0.1%$84.72
36
2019-Q3
Decreased
662,177
0.0%
$59.4M0.1%$79.76
0
2019-Q2
Decreased
662,187
-10.1%
$59M0.1%$79.10
0
2019-Q1
Increased
736,144
+2.1%
$63.9M0.1%$76.70
36
2018-Q4
New
721,125
-
$55.1M0.1%$66.54
49

Other major holders of IWS: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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