ISHARES TR (IVW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,067
Reporting holders
$53.9B
Reported value
0.0%
Held as options
+96
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $6.8B | 49,275,443 | 1.60% | 31q | HELD |
| JPMORGAN CHASE & CO | $5.4B | 39,457,799 | 0.30% | 31q | -2.5%-$135.2M |
| MORGAN STANLEY | $4.8B | 34,601,758 | 0.25% | 35q | +0.9%+$40.6M |
| LPL Financial LLC | $3.0B | 21,564,794 | 0.67% | 31q | +3.2%+$92.9M |
| BANK OF AMERICA CORP /DE/ | $2.9B | 20,803,829 | 0.18% | 31q | +5.2%+$140.9M |
| WELLS FARGO & COMPANY/MN | $2.1B | 15,408,492 | 0.34% | 31q | -49.8%-$2.1B |
| UBS Group AG | $1.1B | 8,213,429 | 0.14% | 31q | -4.3%-$50.2M |
| STIFEL FINANCIAL CORP | $1.1B | 8,171,635 | 0.93% | 31q | +12.1%+$121.1M |
| AMERIPRISE FINANCIAL INC | $1.1B | 8,007,251 | 0.22% | 31q | -50.0%-$1.1B |
| PNC Financial Services Group, Inc. | $720.1M | 5,236,259 | 0.36% | 31q | -2.9%-$21.1M |
| Cetera Investment Advisers | $658.7M | 4,789,797 | 0.60% | 31q | +0.7%+$4.8M |
| BlackRock, Inc. | $601.4M | 4,372,824 | 0.01% | 8q | -3.5%-$21.8M |
| RAYMOND JAMES FINANCIAL INC | $586.3M | 4,262,762 | 0.16% | 7q | +9.6%+$51.1M |
| GOLDMAN SACHS GROUP INC | $581.1M | 4,224,901 | 0.05% | 31q | -1.4%-$8.4M |
| MML INVESTORS SERVICES, LLC | $547.8M | 3,983,147 | 1.12% | 31q | +19.4%+$89.0M |
| M&T Bank Corp | $530.3M | 3,855,837 | 1.55% | 26q | -1.5%-$8.1M |
| Lido Advisors, LLC | $500.2M | 3,637,150 | 1.36% | 31q | -6.1%-$32.6M |
| ROYAL BANK OF CANADA | $495.4M | 3,602,660 | 0.07% | 31q | +1.8%+$8.7M |
| Envestnet Portfolio Solutions, Inc. | $491.0M | 3,569,833 | 2.35% | 12q | -2.3%-$11.5M |
| Mariner, LLC | $449.7M | 3,269,520 | 0.47% | 31q | -8.3%-$40.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $424.3M | 3,084,786 | 0.53% | 31q | +1.6%+$6.6M |
| JONES FINANCIAL COMPANIES LLLP | $423.8M | 3,194,451 | 0.17% | 31q | +6.8%+$27.1M |
| REGIONS FINANCIAL CORP | $359.9M | 2,617,108 | 2.15% | 31q | -2.9%-$10.7M |
| Foundations Investment Advisors, LLC | $331.5M | 2,410,689 | 3.41% | 16q | +5.9%+$18.4M |
| SOFI WEALTH, LLC | $323.1M | 2,349,051 | 13.00% | 7q | +4.4%+$13.7M |
| HB Wealth Management, LLC | $302.7M | 2,200,705 | 1.70% | 19q | -1.6%-$4.9M |
| FMR LLC | $281.6M | 2,047,686 | 0.01% | 31q | HELD |
| HighTower Advisors, LLC | $278.1M | 2,021,788 | 0.27% | 31q | -1.4%-$4.0M |
| OSAIC HOLDINGS, INC. | $277.0M | 2,013,076 | 0.33% | 26q | +2.4%+$6.5M |
| Bank of New York Mellon Corp | $275.1M | 2,000,012 | 0.05% | 31q | +1.1%+$3.1M |
| Focus Partners Wealth | $267.9M | 1,947,941 | 0.27% | 11q | +2.3%+$6.0M |
| NewEdge Advisors, LLC | $253.3M | 1,841,602 | 0.75% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.0M | 1,657,682 | 0.12% | 31q | HELD |
| FIFTH THIRD BANCORP | $196.6M | 1,429,702 | 0.32% | 31q | -4.5%-$9.4M |
| HUNTINGTON NATIONAL BANK | $183.1M | 1,331,306 | 0.89% | 31q | -3.2%-$6.0M |
| Rehmann Capital Advisory Group | $179.3M | 1,303,025 | 8.21% | 26q | +11.9%+$19.0M |
| JB Capital LLC | $178.2M | 1,295,626 | 6.17% | 13q | -3.2%-$5.9M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $177.3M | 1,288,834 | 1.31% | 31q | HELD |
| Sanctuary Advisors, LLC | $168.3M | 1,223,682 | 0.78% | 9q | -13.0%-$25.2M |
| Calamos Wealth Management LLC | $157.8M | 1,147,615 | 4.76% | 31q | +1.9%+$2.9M |
| TRUIST FINANCIAL CORP | $157.1M | 1,142,608 | 0.19% | 31q | -6.6%-$11.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $154.7M | 1,124,043 | 0.85% | 31q | +1.7%+$2.5M |
| MAI Capital Management | $154.7M | 1,124,765 | 0.58% | 31q | +1.5%+$2.3M |
| Cerity Partners LLC | $147.8M | 1,074,898 | 0.18% | 31q | +4.3%+$6.1M |
| LVZ, Inc. | $142.6M | 1,036,902 | 14.49% | 31q | -1.0%-$1.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $136.4M | 991,913 | 0.08% | 30q | +183.1%+$88.2M |
| COURIER CAPITAL LLC | $126.3M | 918,582 | 6.31% | 31q | -4.6%-$6.1M |
| Rockefeller Capital Management L.P. | $123.8M | 900,491 | 0.19% | 31q | +1.7%+$2.1M |
| Kestra Advisory Services, LLC | $118.5M | 861,433 | 0.38% | 24q | HELD |
| Advocacy Wealth Management, LLC | $111.0M | 807,434 | 4.03% | 11q | -2.6%-$2.9M |
| Steward Partners Investment Advisory, LLC | $109.4M | 795,103 | 0.56% | 31q | -41.6%-$78.0M |
| Baird Financial Group, Inc. | $107.7M | 783,316 | 0.15% | 31q | -11.4%-$13.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $104.8M | 762,341 | 1.38% | 15q | -9.8%-$11.4M |
| Ascent Group, LLC | $101.3M | 736,912 | 3.03% | 13q | +0.6%+$606.4K |
| Modern Wealth Management, LLC | $101.2M | 735,644 | 1.21% | 11q | +24.1%+$19.6M |
| TWO SIGMA INVESTMENTS, LP | $98.7M | 717,831 | 0.07% | 29q | -63.6%-$172.3M |
| NORTHERN TRUST CORP | $97.7M | 710,390 | 0.01% | 31q | -3.2%-$3.2M |
| AE Wealth Management LLC | $97.5M | 709,045 | 0.45% | 31q | -0.8%-$804.3K |
| Triad Wealth Partners, LLC | $96.5M | 697,889 | 5.69% | 9q | +48.4%+$31.5M |
| KEYBANK NATIONAL ASSOCIATION/OH | $96.2M | 699,654 | 0.32% | 31q | -1.1%-$1.1M |
| Creative Planning | $92.4M | 671,647 | 0.05% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $89.8M | 647,650 | 0.15% | 27q | +7.3%+$6.1M |
| Modera Wealth Management, LLC | $86.1M | 625,957 | 0.92% | 31q | -1.6%-$1.4M |
| Corient Private Wealth LP | $85.7M | 623,277 | 0.05% | 15q | +80.0%+$38.1M |
| Stegner Investment Associates Inc. | $83.7M | 608,731 | 39.80% | 24q | -0.9%-$764.5K |
| Atria Investments, Inc | $83.0M | 603,475 | 0.83% | 25q | +3.3%+$2.6M |
| Vise Technologies, Inc. | $81.9M | 595,611 | 0.93% | 5q | +162.4%+$50.7M |
| Arkadios Wealth Advisors | $80.9M | 588,050 | 1.22% | 12q | +18.5%+$12.6M |
| BANK OF MONTREAL /CAN/ | $80.5M | 585,670 | 0.03% | 31q | -1.7%-$1.4M |
| US BANCORP \DE\ | $79.6M | 578,774 | 0.09% | 31q | HELD |
| Salomon & Ludwin, LLC | $79.1M | 578,289 | 6.51% | 31q | -3.4%-$2.8M |
| Valmark Advisers, Inc. | $78.4M | 569,928 | 0.83% | 31q | -4.0%-$3.2M |
| SilverOak Wealth Management LLC | $77.0M | 559,953 | 9.92% | 11q | -1.2%-$962.4K |
| CreativeOne Wealth, LLC | $73.2M | 531,981 | 1.58% | 23q | +4.6%+$3.2M |
| HARBOUR INVESTMENTS, INC. | $72.5M | 527,487 | 0.98% | 21q | -1.0%-$732.5K |
| North Star Investment Management Corp. | $69.6M | 505,966 | 3.78% | 31q | +0.9%+$602.8K |
| CAPTRUST FINANCIAL ADVISORS | $68.8M | 500,578 | 0.11% | 31q | +2.3%+$1.5M |
| Private Advisor Group, LLC | $68.4M | 497,075 | 0.31% | 31q | -27.8%-$26.3M |
| Probity Advisors, Inc. | $67.3M | 489,655 | 9.63% | 29q | -2.3%-$1.6M |
| West Wealth Group, LLC | $67.0M | 486,868 | 10.95% | 12q | +3.8%+$2.4M |
| MV CAPITAL MANAGEMENT, INC. | $66.4M | 530,371 | 3.09% | 31q | +99.2%+$33.1M |
| MIDLAND WEALTH ADVISORS, LLC | $66.1M | 480,380 | 3.10% | 11q | -4.5%-$3.1M |
| Icon Wealth Advisors, LLC | $65.6M | 476,929 | 3.95% | 13q | -3.2%-$2.2M |
| Merit Financial Group, LLC | $65.1M | 473,346 | 0.20% | 27q | +96.9%+$32.0M |
| SCS Capital Management LLC | $64.2M | 466,610 | 0.61% | 26q | -1.1%-$708.3K |
| MGO ONE SEVEN LLC | $60.3M | 438,642 | 1.00% | 31q | +1.0%+$604.2K |
| PRINCIPAL SECURITIES, INC. | $58.9M | 428,592 | 0.71% | 11q | +1.5%+$891.1K |
| Sigma Planning Corp | $58.8M | 427,683 | 1.48% | 31q | -1.1%-$641.3K |
| USA FINANCIAL FORMULAS | $57.5M | 418,090 | 10.53% | new | FIRST |
| Pathstone Holdings, LLC | $56.0M | 407,233 | 0.16% | 11q | +15.4%+$7.5M |
| CITIGROUP INC | $56.0M | 407,199 | 0.02% | 31q | +19.1%+$9.0M |
| CHOREO, LLC | $55.4M | 402,802 | 0.61% | 50q | -1.8%-$1.0M |
| AQR CAPITAL MANAGEMENT LLC | $55.4M | 402,461 | 0.02% | 10q | +20.1%+$9.3M |
| &PARTNERS | $55.3M | 401,071 | 0.23% | 11q | -8.1%-$4.9M |
| MA Private Wealth | $54.4M | 395,664 | 8.11% | 12q | +1.4%+$732.3K |
| Clearstead Advisors, LLC | $51.6M | 374,870 | 0.49% | 31q | +1.4%+$727.3K |
| ShoreHaven Wealth Partners, LLC | $51.3M | 373,246 | 16.15% | 23q | +22.2%+$9.3M |
| OneDigital Investment Advisors LLC | $51.1M | 371,331 | 0.43% | 31q | -5.1%-$2.7M |
| Sharkey, Howes & Javer | $50.9M | 369,845 | 6.14% | 12q | HELD |
| ENCOMPASS WEALTH ADVISORS, LLC | $50.7M | 368,443 | 15.43% | 23q | -1.0%-$523.2K |
Showing the largest 100 of 2,130 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,067 | $53.9B | 392,635,037 | 154 | 566 | 673 | 0.0% |
| Q1 2026 | 1,971 | $46.9B | 415,937,121 | 78 | 628 | 626 | 0.0% |
| Q4 2025 | 2,010 | $47.5B | 384,588,523 | 72 | 532 | 664 | 0.1% |
| Q3 2025 | 1,874 | $51.4B | 425,408,765 | 107 | 469 | 660 | 0.1% |
| Q2 2025 | 1,810 | $42.6B | 386,836,214 | 122 | 454 | 666 | 0.1% |
| Q1 2025 | 1,757 | $36.1B | 388,899,103 | 80 | 518 | 594 | 0.1% |
| Q4 2024 | 1,786 | $39.8B | 391,112,254 | 79 | 440 | 602 | 0.1% |
| Q3 2024 | 1,617 | $41.3B | 430,293,803 | 84 | 432 | 598 | 0.2% |
| Q2 2024 | 1,573 | $41.6B | 448,764,077 | 115 | 521 | 438 | 0.1% |
| Q1 2024 | 1,509 | $39.8B | 470,515,522 | 121 | 483 | 478 | 0.1% |
| Q4 2023 | 1,449 | $30.6B | 407,729,946 | 84 | 402 | 444 | 0.0% |
| Q3 2023 | 1,304 | $22.6B | 329,014,579 | 104 | 382 | 398 | 0.1% |
| Q2 2023 | 1,235 | $21.3B | 301,073,120 | 104 | 302 | 395 | 0.2% |
| Q1 2023 | 1,144 | $18.8B | 293,387,295 | 68 | 274 | 405 | 0.1% |
| Q4 2022 | 1,070 | $14.3B | 243,754,246 | 79 | 268 | 359 | 0.1% |
| Q3 2022 | 1,195 | $17.5B | 302,002,827 | 60 | 337 | 378 | 0.1% |
| Q2 2022 | 1,210 | $18.6B | 307,380,078 | 63 | 321 | 441 | 0.1% |
| Q1 2022 | 1,295 | $25.2B | 328,754,809 | 66 | 346 | 447 | 0.2% |
| Q4 2021 | 1,348 | $26.7B | 318,702,629 | 107 | 319 | 389 | 0.1% |
| Q3 2021 | 1,156 | $22.7B | 306,224,318 | 72 | 256 | 390 | 0.1% |
| Q2 2021 | 1,135 | $22.5B | 308,894,516 | 64 | 265 | 421 | 0.1% |
| Q1 2021 | 1,101 | $20.7B | 322,905,808 | 57 | 219 | 451 | 0.0% |
| Q4 2020 | 1,121 | $21.4B | 334,857,357 | 68 | 925 | 18 | 0.1% |
| Q3 2020 | 1,006 | $19.6B | 87,650,873 | 58 | 231 | 411 | 0.1% |
| Q2 2020 | 998 | $18.3B | 89,051,662 | 98 | 240 | 389 | 0.1% |
| Q1 2020 | 945 | $14.8B | 90,450,163 | 67 | 241 | 377 | 0.1% |
| Q4 2019 | 986 | $15.4B | 80,488,092 | 60 | 251 | 309 | 0.2% |
| Q3 2019 | 869 | $14.8B | 82,689,048 | 44 | 231 | 298 | 0.2% |
| Q2 2019 | 873 | $14.9B | 83,772,549 | 57 | 244 | 306 | 0.4% |
| Q1 2019 | 852 | $14.2B | 83,058,671 | 68 | 218 | 327 | 0.0% |
| Q4 2018 | 827 | $13.1B | 87,127,975 | 5 | 18 | 14 | 0.0% |