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IYRIYR
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES US REAL ESTATE ETF

LPL Financial LLC holds 372,387 shares of IYR (ISHARES US REAL ESTATE ETF), worth $38.1M as of 2026-Q2. The position was increased (+3.5% shares). IYR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$38.1M

Current Shares

372,387

Total Value Change

+$12M

Total Shares Change

+24,958

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
372,387
+3.5%
$38.1M0.0%$102.25
30
2026-Q1
Increased
359,939
+5.6%
$34M0.0%$100.96
31
2025-Q4
Decreased
340,889
-1.7%
$32M0.0%$94.71
0
2025-Q3
Decreased
346,929
-30.8%
$33.7M0.0%$95.77
0
2025-Q2
Increased
501,387
+42.5%
$47.5M0.0%$92.69
39
2025-Q1
Decreased
351,882
-20.5%
$33.7M0.0%$92.81
0
2024-Q4
Increased
442,770
+9.9%
$41.2M0.0%$90.06
32
2024-Q3
Increased
402,726
+40.1%
$41M0.0%$97.90
39
2024-Q2
Decreased
287,483
-2.5%
$25.2M0.0%$84.34
0
2024-Q1
Increased
294,958
+5.0%
$26.5M0.0%$85.87
30
2023-Q4
Decreased
280,791
-0.5%
$25.7M0.0%$86.98
0
2023-Q3
Increased
282,128
+1.1%
$22M0.0%$73.73
29
2023-Q2
Increased
279,198
+0.5%
$24.2M0.0%$80.34
29
2023-Q1
Decreased
277,755
-8.4%
$23.6M0.0%$77.21
0
2022-Q4
Increased
303,401
+3.3%
$25.5M0.0%$77.73
30
2022-Q3
Decreased
293,623
-6.7%
$23.9M0.0%$73.79
0
2022-Q2
Decreased
314,756
-3.7%
$29M0.0%$83.46
0
2022-Q1
Decreased
326,974
-59.9%
$35.4M0.0%$98.69
0
2021-Q4
Increased
815,624
+134.2%
$94.7M0.1%$104.19
48
2021-Q3
Increased
348,280
+17.6%
$35.7M0.0%$92.51
34
2021-Q2
Decreased
296,089
-0.3%
$30.2M0.0%$90.93
0
2021-Q1
Increased
296,827
+17.9%
$27.3M0.0%$81.48
34
2020-Q4
Increased
251,686
+1.9%
$21.6M0.0%$74.43
29
2020-Q3
Decreased
246,995
-8.9%
$19.7M0.0%$69.39
0
2020-Q2
Decreased
271,177
-52.4%
$21.4M0.0%$67.53
0
2020-Q1
Decreased
569,670
-53.0%
$39.6M0.1%$61.64
0
2019-Q4
Increased
1.2M
+1.0%
$112.7M0.2%$78.91
36
2019-Q3
Increased
1.2M
+116.4%
$112.2M0.2%$78.69
58
2019-Q2
Increased
554,216
+26.3%
$48.4M0.1%$73.20
43
2019-Q1
Increased
438,860
+26.3%
$38.2M0.1%$72.42
36
2018-Q4
New
347,429
-
$26M0.1%$61.72
40

Other major holders of IYR: BNP PARIBAS FINANCIAL MARKETS, BARCLAYS PLC

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