Does LPL Financial own IYR stock?

Yes. As of its Q2 2026 13F, LPL Financial holds 372,387 shares of IYR, worth $38.1M.

How many shares of IYR does LPL Financial own?

As of its Q2 2026 13F, LPL Financial holds 372,387 shares of IYR.

As of its Q2 2026 13F, LPL Financial's IYR position is worth $38.1M.

In Q2 2026, LPL Financial increased its IYR position by 12,448 shares (+3.5%).

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

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

Current Value

$38.1M

Current Shares

372,387

Total Value Change

+$12M

Total Shares Change

+24,958

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	372,387	+3.5%	$38.1M	0.0%	$101.50	30
2026-Q1	Increased	359,939	+5.6%	$34M	0.0%	$93.41	31
2025-Q4	Decreased	340,889	-1.7%	$32M	0.0%	$92.48	0
2025-Q3	Decreased	346,929	-30.8%	$33.7M	0.0%	$94.76	0
2025-Q2	Increased	501,387	+42.5%	$47.5M	0.0%	$91.92	39
2025-Q1	Decreased	351,882	-20.5%	$33.7M	0.0%	$92.39	0
2024-Q4	Increased	442,770	+9.9%	$41.2M	0.0%	$89.46	32
2024-Q3	Increased	402,726	+40.1%	$41M	0.0%	$97.13	39
2024-Q2	Decreased	287,483	-2.5%	$25.2M	0.0%	$83.08	0
2024-Q1	Increased	294,958	+5.0%	$26.5M	0.0%	$84.58	30
2023-Q4	Decreased	280,791	-0.5%	$25.7M	0.0%	$85.68	0
2023-Q3	Increased	282,128	+1.1%	$22M	0.0%	$72.63	29
2023-Q2	Increased	279,198	+0.5%	$24.2M	0.0%	$79.53	29
2023-Q1	Decreased	277,755	-8.4%	$23.6M	0.0%	$77.66	0
2022-Q4	Increased	303,401	+3.3%	$25.5M	0.0%	$76.57	30
2022-Q3	Decreased	293,623	-6.7%	$23.9M	0.0%	$73.39	0
2022-Q2	Decreased	314,756	-3.7%	$29M	0.0%	$82.05	0
2022-Q1	Decreased	326,974	-59.9%	$35.4M	0.0%	$96.19	0
2021-Q4	Increased	815,624	+134.2%	$94.7M	0.1%	$102.80	48
2021-Q3	Increased	348,280	+17.6%	$35.7M	0.0%	$89.70	34
2021-Q2	Decreased	296,089	-0.3%	$30.2M	0.0%	$89.07	0
2021-Q1	Increased	296,827	+17.9%	$27.3M	0.0%	$79.93	34
2020-Q4	Increased	251,686	+1.9%	$21.6M	0.0%	$74.09	29
2020-Q3	Decreased	246,995	-8.9%	$19.7M	0.0%	$68.57	0
2020-Q2	Decreased	271,177	-52.4%	$21.4M	0.0%	$67.28	0
2020-Q1	Decreased	569,670	-53.0%	$39.6M	0.1%	$59.00	0
2019-Q4	Increased	1.2M	+1.0%	$112.7M	0.2%	$78.18	36
2019-Q3	Increased	1.2M	+116.4%	$112.2M	0.2%	$77.80	58
2019-Q2	Increased	554,216	+26.3%	$48.4M	0.1%	$72.11	43
2019-Q1	Increased	438,860	+26.3%	$38.2M	0.1%	$71.33	36
2018-Q4	First report	347,429	-	$26M	0.1%	$60.98	0