Back to LPL Financial LLC

IYW
Showing 8 of 30 quarters

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

LPL Financial LLC holds 3M shares of IYW (ISHARES TR), worth $551.6M as of 2026-Q1. The position was decreased (-15.4% shares). IYW represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$551.6M

Current Shares

3M

Total Value Change

-$53M

Total Shares Change

-976,623

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3M
-15.4%
$551.6M0.1%$188.91
0
2025-Q4
Decreased
3.6M
-0.3%
$717.2M0.2%$201.51
0
2025-Q3
Decreased
3.6M
-33.5%
$705.5M0.2%$194.88
0
2025-Q2
Increased
5.4M
+1.5%
$938.4M0.3%$171.67
39
2025-Q1
Increased
5.3M
+4.4%
$749.4M0.3%$140.50
40
2024-Q4
Increased
5.1M
+23.7%
$815.4M0.3%$160.74
46
2024-Q3
Increased
4.1M
+2.9%
$626.7M0.3%$150.70
39
2024-Q2
Increased
4M
+5.2%
$604.5M0.3%$150.09
40

Other major holders of IYW: ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used