ISHARES TR (IWB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,498
Reporting holders
$39.3B
Reported value
0.0%
Held as options
+82
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 |
|---|---|---|---|---|---|
| FMR LLC | $4.1B | 9,942,793 | 0.18% | 31q | -1.2%-$47.9M |
| JONES FINANCIAL COMPANIES LLLP | $3.5B | 8,705,412 | 1.39% | 31q | -16.7%-$699.5M |
| BANK OF AMERICA CORP /DE/ | $1.9B | 4,567,154 | 0.12% | 31q | -11.4%-$241.0M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6B | 3,908,505 | 0.38% | 31q | -10.0%-$178.0M |
| M&T Bank Corp | $1.2B | 2,899,576 | 3.48% | 26q | +3.6%+$41.0M |
| NORTHERN TRUST CORP | $1.0B | 2,550,767 | 0.12% | 31q | -4.1%-$44.1M |
| LPL Financial LLC | $1.0B | 2,543,875 | 0.23% | 31q | HELD |
| PNC Financial Services Group, Inc. | $947.3M | 2,313,380 | 0.47% | 31q | -0.7%-$6.6M |
| BlackRock, Inc. | $937.7M | 2,289,986 | 0.01% | 8q | +39.8%+$266.8M |
| MORGAN STANLEY | $835.7M | 2,040,874 | 0.04% | 35q | +0.5%+$4.5M |
| Focus Partners Wealth | $761.4M | 1,859,370 | 0.78% | 11q | -3.8%-$30.1M |
| Millburn Ridgefield LLC /DE/ | $670.7M | 1,637,759 | 12.70% | 31q | HELD |
| Catalyst Capital Advisors LLC | $670.7M | 1,637,759 | 11.12% | 31q | HELD |
| JPMORGAN CHASE & CO | $664.1M | 1,634,389 | 0.04% | 31q | +29.1%+$149.5M |
| WELLS FARGO & COMPANY/MN | $646.1M | 1,577,820 | 0.10% | 31q | -50.1%-$647.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $588.5M | 1,437,114 | 0.37% | 30q | +83.1%+$267.1M |
| JOHNSON INVESTMENT COUNSEL INC | $585.3M | 1,429,386 | 4.28% | 31q | +0.7%+$4.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $547.7M | 1,337,416 | 0.29% | 31q | -3.1%-$17.5M |
| BOKF, NA | $524.7M | 1,281,418 | 7.23% | 30q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $520.3M | 1,270,498 | 0.79% | 31q | -0.7%-$3.8M |
| UBS Group AG | $466.2M | 1,138,581 | 0.06% | 31q | HELD |
| Pathstone Holdings, LLC | $463.9M | 1,132,924 | 1.35% | 11q | +1.9%+$8.6M |
| GOLDMAN SACHS GROUP INC | $443.1M | 1,081,981 | 0.04% | 31q | -7.4%-$35.5M |
| US BANCORP \DE\ | $350.8M | 856,684 | 0.38% | 31q | -4.0%-$14.5M |
| Dynasty Wealth Management, LLC | $343.2M | 838,203 | 2.55% | 5q | +42212.1%+$342.4M |
| FIFTH THIRD BANCORP | $341.2M | 833,092 | 0.55% | 31q | -2.0%-$6.9M |
| Cerity Partners LLC | $334.0M | 815,660 | 0.40% | 31q | +1.9%+$6.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $323.9M | 791,000 | 2.12% | 21q | HELD |
| Legacy Wealth Management, LLC | $287.7M | 702,613 | 15.05% | 31q | -0.8%-$2.3M |
| Creative Planning | $266.7M | 651,215 | 0.16% | 31q | +1.4%+$3.7M |
| Capstone Financial Advisors, Inc. | $261.1M | 637,495 | 12.72% | 26q | -1.4%-$3.6M |
| Pinnacle Financial Partners, Inc. | $256.1M | 625,348 | 1.75% | 3q | +2.6%+$6.4M |
| Mariner, LLC | $231.9M | 566,204 | 0.24% | 31q | -2.5%-$5.9M |
| RAYMOND JAMES FINANCIAL INC | $231.4M | 565,167 | 0.06% | 7q | -4.5%-$11.0M |
| HighTower Advisors, LLC | $214.8M | 524,619 | 0.21% | 31q | HELD |
| IEQ CAPITAL, LLC | $201.7M | 492,609 | 0.93% | 27q | -4.4%-$9.3M |
| AMERIPRISE FINANCIAL INC | $197.6M | 482,320 | 0.04% | 31q | -49.7%-$195.5M |
| OpenArc Corporate Advisory, LLC | $179.1M | 437,245 | 2.13% | new | NEW |
| Empower Advisory Group, LLC | $176.3M | 430,492 | 0.42% | 14q | -2.7%-$4.9M |
| TRUIST FINANCIAL CORP | $168.3M | 410,929 | 0.20% | 31q | -4.4%-$7.7M |
| Cetera Investment Advisers | $156.1M | 381,177 | 0.14% | 23q | +5.6%+$8.2M |
| CIBC Bancorp USA Inc. | $155.6M | 380,082 | 0.19% | 2q | +0.6%+$956.6K |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $155.6M | 379,919 | 14.73% | 25q | -3.9%-$6.3M |
| Corient Private Wealth LP | $154.8M | 377,927 | 0.10% | 15q | +110.6%+$81.3M |
| ROYAL BANK OF CANADA | $144.3M | 352,340 | 0.02% | 31q | -6.6%-$10.1M |
| MPS Loria Financial Planners, LLC | $142.3M | 347,484 | 32.71% | 31q | +1.9%+$2.7M |
| BANK OF MONTREAL /CAN/ | $140.0M | 341,972 | 0.05% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $136.3M | 336,014 | 0.23% | 30q | +0.7%+$969.3K |
| HSBC HOLDINGS PLC | $130.4M | 318,478 | 0.05% | 31q | -2.2%-$2.9M |
| Waverly Advisors, LLC | $128.9M | 314,703 | 0.75% | 31q | -1.4%-$1.8M |
| SAGESPRING WEALTH PARTNERS, LLC | $127.4M | 311,153 | 1.96% | 6q | +11807.9%+$126.3M |
| NorthRock Partners, LLC | $120.9M | 295,228 | 1.75% | 15q | -1.0%-$1.2M |
| Arbor Investment Advisors, LLC | $116.7M | 284,885 | 13.20% | 31q | -2.1%-$2.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $114.5M | 279,636 | 0.39% | 2q | +2.6%+$2.9M |
| Johns Hopkins University | $108.3M | 264,479 | 7.24% | 10q | HELD |
| COMMERCE BANK | $107.5M | 262,586 | 0.47% | 31q | HELD |
| McKinley Carter Wealth Services, Inc. | $102.1M | 249,432 | 5.26% | 31q | +0.9%+$871.8K |
| Winthrop Advisory Group LLC | $101.4M | 247,599 | 6.83% | 31q | -0.7%-$753.9K |
| AQR CAPITAL MANAGEMENT LLC | $97.8M | 238,849 | 0.03% | 11q | +41.9%+$28.9M |
| AMG National Trust Bank | $96.8M | 236,272 | 1.98% | 31q | -9.2%-$9.8M |
| TIAA Wealth Investment Management LLC | $94.8M | 233,438 | 0.63% | 2q | -6.8%-$6.9M |
| Baird Financial Group, Inc. | $93.1M | 227,369 | 0.13% | 31q | -0.8%-$750.2K |
| OSAIC HOLDINGS, INC. | $92.0M | 224,503 | 0.11% | 26q | +8.6%+$7.3M |
| MILLENNIUM MANAGEMENT LLC | $85.9M | 209,766 | 0.03% | 3q | -59.8%-$127.8M |
| STIFEL FINANCIAL CORP | $85.7M | 209,271 | 0.07% | 31q | +8.7%+$6.8M |
| Ballentine Partners, LLC | $84.2M | 205,671 | 1.03% | 31q | HELD |
| COLDSTREAM CAPITAL MANAGEMENT INC | $80.9M | 197,624 | 1.01% | 30q | -1.5%-$1.2M |
| JFS WEALTH ADVISORS, LLC | $80.4M | 196,255 | 4.01% | 31q | -1.6%-$1.3M |
| BOK Financial Private Wealth, Inc. | $79.0M | 192,855 | 4.05% | 31q | -1.5%-$1.2M |
| WASHINGTON TRUST Co | $76.8M | 187,582 | 2.39% | 31q | -0.9%-$733.8K |
| BNP PARIBAS FINANCIAL MARKETS | $71.9M | 175,478 | 0.02% | 13q | -2.7%-$2.0M |
| BROWN ADVISORY INC | $71.0M | 173,341 | 0.11% | 31q | -15.0%-$12.5M |
| Mason & Associates Inc | $68.0M | 166,139 | 10.99% | 3q | +0.7%+$468.5K |
| Boston Partners | $67.7M | 165,274 | 0.06% | 2q | +53386.7%+$67.6M |
| Bank of New York Mellon Corp | $66.7M | 162,958 | 0.01% | 31q | -1.2%-$784.6K |
| BRIGHTON JONES LLC | $65.9M | 161,000 | 1.23% | 31q | -50.0%-$66.0M |
| Enclave Advisors LLC | $65.5M | 159,905 | 8.28% | 8q | -1.0%-$685.5K |
| Hippocratic Financial Advisors, LLC | $64.9M | 158,526 | 24.49% | 5q | +3.5%+$2.2M |
| Norinchukin Bank, The | $63.5M | 155,000 | 0.62% | new | NEW |
| Napier Financial, LLC | $62.6M | 152,880 | 13.04% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $61.3M | 149,580 | 0.08% | 31q | -3.9%-$2.5M |
| DT Investment Partners, LLC | $61.0M | 148,918 | 4.55% | 31q | +20.3%+$10.3M |
| Gotham Asset Management, LLC | $60.8M | 148,358 | 0.14% | 7q | +16.1%+$8.4M |
| PRINCIPAL SECURITIES, INC. | $60.3M | 147,167 | 0.73% | 11q | -19.3%-$14.4M |
| JT Stratford LLC | $60.0M | 146,428 | 6.57% | 31q | +4.6%+$2.6M |
| Wealthspire Advisors, LLC | $59.4M | 145,102 | 0.33% | 23q | +75.3%+$25.5M |
| Beacon Pointe Advisors, LLC | $58.0M | 141,523 | 0.27% | 31q | -3.3%-$2.0M |
| CHOREO, LLC | $57.1M | 139,506 | 0.63% | 50q | -1.6%-$909.5K |
| Financial Management Professionals, Inc. | $56.3M | 137,398 | 5.34% | 31q | +18.0%+$8.6M |
| Rockefeller Capital Management L.P. | $55.0M | 134,401 | 0.08% | 29q | -2.9%-$1.7M |
| NIXON PEABODY TRUST CO | $54.0M | 131,839 | 3.82% | 10q | HELD |
| Wealthfront Advisers LLC | $52.8M | 128,979 | 0.10% | 21q | HELD |
| NewEdge Advisors, LLC | $52.4M | 128,083 | 0.16% | new | NEW |
| Jordan Park Group LLC | $51.8M | 126,399 | 2.62% | 20q | +2.5%+$1.3M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $50.9M | 124,298 | 0.73% | 9q | HELD |
| Conservest Capital Advisors, Inc. | $50.1M | 122,456 | 3.99% | 31q | -5.9%-$3.2M |
| Keel Point, LLC | $50.1M | 122,452 | 2.96% | 30q | -1.1%-$548.3K |
| Trust Co | $49.8M | 121,730 | 4.50% | 22q | -0.9%-$431.2K |
| Brewster Financial Planning LLC | $48.7M | 119,018 | 26.76% | 19q | -0.8%-$394.8K |
| Lido Advisors, LLC | $48.5M | 118,488 | 0.13% | 31q | -56.5%-$63.1M |
Showing the largest 100 of 1,547 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 | 1,498 | $39.3B | 96,161,742 | 114 | 270 | 479 | 0.0% |
| Q1 2026 | 1,416 | $35.3B | 99,010,349 | 63 | 285 | 445 | 0.1% |
| Q4 2025 | 1,446 | $37.6B | 100,784,419 | 75 | 297 | 428 | 0.1% |
| Q3 2025 | 1,368 | $36.1B | 98,823,844 | 83 | 256 | 410 | 0.1% |
| Q2 2025 | 1,333 | $32.8B | 96,569,677 | 106 | 327 | 344 | 0.1% |
| Q1 2025 | 1,283 | $29.6B | 96,297,051 | 70 | 288 | 374 | 0.2% |
| Q4 2024 | 1,292 | $32.2B | 99,582,024 | 72 | 275 | 353 | 0.3% |
| Q3 2024 | 1,192 | $29.5B | 93,870,712 | 68 | 248 | 345 | 0.2% |
| Q2 2024 | 1,174 | $28.0B | 93,917,142 | 76 | 237 | 341 | 0.1% |
| Q1 2024 | 1,146 | $29.3B | 101,787,005 | 86 | 206 | 363 | 0.2% |
| Q4 2023 | 1,127 | $26.0B | 98,863,781 | 92 | 292 | 312 | 0.2% |
| Q3 2023 | 1,010 | $22.2B | 94,538,597 | 40 | 207 | 332 | 0.1% |
| Q2 2023 | 1,011 | $23.6B | 96,100,111 | 72 | 177 | 321 | 0.6% |
| Q1 2023 | 952 | $24.2B | 131,412,896 | 58 | 171 | 324 | 0.0% |
| Q4 2022 | 900 | $20.4B | 97,489,910 | 80 | 270 | 239 | 0.0% |
| Q3 2022 | 1,005 | $20.0B | 102,355,405 | 52 | 259 | 281 | 0.1% |
| Q2 2022 | 1,020 | $20.9B | 101,728,654 | 69 | 294 | 275 | 0.1% |
| Q1 2022 | 1,043 | $23.7B | 94,954,370 | 61 | 223 | 334 | 0.1% |
| Q4 2021 | 1,057 | $25.7B | 97,151,588 | 77 | 223 | 275 | 0.1% |
| Q3 2021 | 934 | $23.0B | 94,832,670 | 49 | 207 | 270 | 0.1% |
| Q2 2021 | 923 | $24.1B | 96,144,622 | 42 | 218 | 289 | 0.0% |
| Q1 2021 | 922 | $20.7B | 92,340,917 | 53 | 199 | 316 | 0.0% |
| Q4 2020 | 908 | $20.0B | 94,442,601 | 71 | 190 | 258 | 0.0% |
| Q3 2020 | 822 | $17.3B | 92,319,945 | 60 | 133 | 323 | 0.0% |
| Q2 2020 | 801 | $16.4B | 95,784,152 | 80 | 154 | 315 | 0.1% |
| Q1 2020 | 775 | $13.6B | 96,274,794 | 52 | 201 | 279 | 0.1% |
| Q4 2019 | 819 | $17.1B | 95,331,043 | 58 | 180 | 229 | 0.0% |
| Q3 2019 | 719 | $15.5B | 93,477,461 | 52 | 168 | 209 | 0.1% |
| Q2 2019 | 702 | $15.1B | 92,287,814 | 48 | 168 | 213 | 0.4% |
| Q1 2019 | 689 | $14.0B | 88,998,771 | 51 | 141 | 244 | 0.0% |
| Q4 2018 | 703 | $13.7B | 98,326,661 | 8 | 15 | 7 | 0.2% |