ISHARES TR (IWC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
265
Reporting holders
$911.4M
Reported value
0.4%
Held as options
+7
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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | $82.4M | 411,765 | 0.04% | 18q | -7.9%-$7.0M |
| WHITTIER TRUST CO | $69.1M | 347,840 | 0.68% | 3q | +7.4%+$4.7M |
| GOLDMAN SACHS GROUP INC | $62.6M | 312,964 | 0.01% | 31q | -1.9%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $52.1M | 260,405 | 0.00% | 31q | +10.7%+$5.0M |
| WHITTIER TRUST CO OF NEVADA INC | $34.8M | 177,475 | 0.65% | 31q | +7.7%+$2.5M |
| Corient Private Wealth LP | $31.9M | 159,350 | 0.02% | 15q | -7.4%-$2.5M |
| Merit Financial Group, LLC | $29.3M | 146,524 | 0.09% | 2q | +240.2%+$20.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $28.2M | 140,737 | 0.41% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $27.5M | 137,513 | 0.00% | 31q | -43.4%-$21.1M |
| MORGAN STANLEY | $26.5M | 132,390 | 0.00% | 35q | +7.5%+$1.8M |
| Cetera Investment Advisers | $21.3M | 106,545 | 0.02% | 12q | -1.5%-$334.9K |
| BANK OF MONTREAL /CAN/ | $21.0M | 105,227 | 0.01% | 31q | -5.3%-$1.2M |
| Chicago Partners Investment Group LLC | $18.8M | 99,464 | 0.38% | 31q | HELD |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $16.5M | 82,329 | 0.71% | 26q | -3.1%-$531.3K |
| WELLINGTON MANAGEMENT GROUP LLP | $15.3M | 76,400 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $12.8M | 63,990 | 0.02% | 10q | +98346.2%+$12.8M |
| TABR Capital Management, LLC | $11.8M | 59,092 | 10.07% | 4q | +141.6%+$6.9M |
| SACHEM HILL LLC | $11.7M | 58,503 | 2.08% | 30q | -3.2%-$389.1K |
| ENVESTNET ASSET MANAGEMENT INC | $11.6M | 57,960 | 0.00% | 31q | +2.2%+$250.6K |
| LPL Financial LLC | $11.6M | 57,769 | 0.00% | 31q | -46.0%-$9.9M |
| Creative Planning | $10.6M | 53,032 | 0.01% | 31q | HELD |
| UBS Group AG | $10.0M | 50,039 | 0.00% | 31q | HELD |
| Baker Avenue Asset Management, LP | $9.8M | 49,177 | 0.19% | 3q | +2.4%+$227.2K |
| ARKANSAS FINANCIAL GROUP, INC. | $9.6M | 47,956 | 1.25% | 31q | -6.5%-$667.7K |
| SMITH, MOORE & CO. | $9.4M | 47,010 | 0.61% | 31q | -1.2%-$114.0K |
| Frank, Rimerman Advisors LLC | $9.4M | 47,005 | 0.53% | 23q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.0M | 30,357 | 0.00% | 31q | -32.8%-$4.4M |
| RAYMOND JAMES FINANCIAL INC | $8.9M | 44,591 | 0.00% | 7q | +6.1%+$510.7K |
| Alesco Advisors, LLC, An ESL Co | $7.8M | 39,139 | 0.18% | 27q | -6.4%-$536.3K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $7.7M | 38,621 | 1.74% | 31q | -0.8%-$60.2K |
| JPMORGAN CHASE & CO | $7.6M | 38,140 | 0.00% | 31q | -1.9%-$147.3K |
| Michelson Medical Research Foundation, Inc. | $7.1M | 35,385 | 6.54% | 12q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $6.8M | 33,968 | 0.05% | 31q | +28.3%+$1.5M |
| Finley Financial, LLC | $6.4M | 32,170 | 2.59% | 7q | HELD |
| FIL Ltd | $6.3M | 31,271 | 0.00% | 27q | HELD |
| Piedmont Capital Management, LLC | $6.2M | 30,801 | 3.12% | 2q | +28.9%+$1.4M |
| CITADEL ADVISORS LLC | $5.9M | 27,251 | 0.00% | 31q | -24.4%-$1.9M |
| ROYAL BANK OF CANADA | $4.9M | 24,558 | 0.00% | 31q | -24.8%-$1.6M |
| Regal Investment Advisors LLC | $4.2M | 21,112 | 0.22% | 31q | -2.5%-$110.4K |
| Noble Family Wealth, LLC | $4.2M | 20,998 | 0.75% | 14q | HELD |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.1M | 20,675 | 0.07% | 2q | +355.7%+$3.2M |
| OSAIC HOLDINGS, INC. | $4.1M | 20,630 | 0.00% | 26q | +5.4%+$211.9K |
| Institute for Wealth Management, LLC. | $4.0M | 20,048 | 0.35% | 22q | HELD |
| STEPHENS INC /AR/ | $3.8M | 18,938 | 0.04% | 23q | -0.5%-$20.0K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $3.8M | 18,894 | 2.54% | 11q | +0.7%+$24.8K |
| JONES FINANCIAL COMPANIES LLLP | $3.6M | 18,632 | 0.00% | 9q | +46.7%+$1.2M |
| Texas Yale Capital Corp. | $3.6M | 18,117 | 0.08% | 31q | +1.2%+$43.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $3.6M | 18,041 | 0.02% | 18q | -1.0%-$35.4K |
| WEBER CAPITAL MANAGEMENT LLC /ADV | $3.6M | 17,983 | 3.06% | 3q | HELD |
| Kendall Capital Management | $3.5M | 17,252 | 0.57% | 21q | -0.9%-$30.8K |
| Evanson Financial, LLC | $2.9M | 14,272 | 0.14% | new | FIRST |
| Indiana Trust & Investment Management Co | $2.8M | 13,830 | 0.76% | 12q | HELD |
| NewEdge Advisors, LLC | $2.6M | 13,239 | 0.01% | new | NEW |
| HighTower Advisors, LLC | $2.6M | 12,981 | 0.00% | 31q | -26.9%-$955.4K |
| M1 Capital Management LLC | $2.6M | 12,909 | 0.95% | 5q | -11.3%-$329.5K |
| Genesis Financial Group, LLC | $2.4M | 12,050 | 1.57% | 3q | +6.6%+$150.0K |
| Endowment Wealth Management, Inc. | $2.3M | 11,587 | 0.90% | 19q | +4.8%+$105.2K |
| Rockbridge Investment Management, LCC | $2.3M | 11,547 | 0.19% | 25q | -8.9%-$224.5K |
| CONNORS INVESTOR SERVICES INC | $2.2M | 10,780 | 0.19% | 2q | +35.2%+$561.1K |
| GHP Investment Advisors, Inc. | $2.1M | 10,704 | 0.08% | 31q | -2.1%-$46.0K |
| Woodward Financial Advisors, Inc. | $2.1M | 10,336 | 0.69% | new | FIRST |
| CERTUITY, LLC | $2.0M | 10,039 | 0.10% | 27q | HELD |
| Level Financial Advisors | $2.0M | 9,769 | 0.44% | 19q | -1.6%-$32.6K |
| Beacon Pointe Advisors, LLC | $1.9M | 9,685 | 0.01% | 3q | -24.1%-$614.3K |
| Forefront Wealth Partners, LLC | $1.9M | 9,583 | 0.59% | 3q | +100.9%+$963.0K |
| JAMES INVESTMENT RESEARCH, INC. | $1.9M | 9,403 | 0.19% | 3q | HELD |
| Focus Partners Wealth | $1.8M | 9,212 | 0.00% | 8q | +12.4%+$203.4K |
| Robinson Value Management, Ltd. | $1.8M | 9,201 | 0.99% | 2q | -0.7%-$12.8K |
| Lido Advisors, LLC | $1.8M | 9,092 | 0.00% | 13q | +1.4%+$25.4K |
| Moisand Fitzgerald Tamayo, LLC | $1.8M | 8,910 | 0.17% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 8,295 | 0.00% | 9q | HELD |
| Acropolis Investment Management, LLC | $1.6M | 8,970 | 0.03% | 4q | +100.0%+$806.5K |
| LVZ, Inc. | $1.5M | 7,694 | 0.16% | new | NEW |
| Physician Wealth Advisors, Inc. | $1.5M | 7,623 | 0.18% | 28q | -1.5%-$24.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 7,612 | 0.00% | 30q | +93.7%+$736.8K |
| Quantinno Capital Management LP | $1.5M | 7,454 | 0.00% | 5q | HELD |
| Allworth Financial LP | $1.5M | 7,391 | 0.01% | 26q | +58.0%+$542.9K |
| Foundations Investment Advisors, LLC | $1.4M | 6,952 | 0.01% | 5q | -43.1%-$1.1M |
| Mariner, LLC | $1.4M | 6,804 | 0.00% | 20q | -2.1%-$29.8K |
| Modera Wealth Management, LLC | $1.3M | 6,311 | 0.01% | 26q | -3.1%-$40.4K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $1.3M | 6,301 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 6,073 | 0.00% | 31q | -64.4%-$2.2M |
| Kestra Advisory Services, LLC | $1.2M | 5,956 | 0.00% | 16q | +1.2%+$13.8K |
| Simplicity Wealth,LLC | $1.2M | 5,776 | 0.04% | 2q | +1.9%+$21.4K |
| Integrated Wealth Concepts LLC | $1.2M | 5,757 | 0.01% | 7q | +107.7%+$597.1K |
| CAPTRUST FINANCIAL ADVISORS | $1.1M | 5,673 | 0.00% | 12q | +4.4%+$47.4K |
| Jackson, Grant Investment Advisers, Inc. | $1.1M | 5,545 | 0.34% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 5,484 | 0.00% | new | NEW |
| FMR LLC | $1.1M | 5,349 | 0.00% | 31q | +22.8%+$198.4K |
| BASSO CAPITAL MANAGEMENT, L.P. | $1.1M | 5,347 | 0.23% | 2q | +288.9%+$794.6K |
| NVWM, LLC | $1.1M | 5,300 | 0.21% | 4q | +281.6%+$782.4K |
| ECLECTIC ASSOCIATES INC /ADV | $1.1M | 5,262 | 0.12% | 3q | +3.8%+$38.2K |
| WESCAP Management Group, Inc. | $1.0M | 5,234 | 0.20% | 31q | HELD |
| CCG WEALTH MANAGEMENT, LLC | $1.0M | 5,222 | 0.24% | 2q | -1.1%-$11.4K |
| Discipline Wealth Solutions, LLC | $1.0M | 5,197 | 0.09% | 8q | -1.6%-$17.2K |
| VISTA CAPITAL PARTNERS, INC. | $998.8K | 4,993 | 0.09% | 31q | HELD |
| MML INVESTORS SERVICES, LLC | $958.6K | 4,792 | 0.00% | 7q | +56.1%+$344.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $952.7K | 4,874 | 0.00% | 12q | HELD |
| Capital Investment Advisors, LLC | $940.1K | 4,700 | 0.01% | 31q | -1.3%-$12.8K |
| Ellis Investment Partners, LLC | $896.3K | 4,480 | 0.14% | 31q | -9.9%-$98.6K |
Showing the largest 100 of 274 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 | 265 | $911.4M | 4,551,793 | 35 | 55 | 69 | 0.4% |
| Q1 2026 | 258 | $744.6M | 4,591,515 | 46 | 50 | 69 | 1.0% |
| Q4 2025 | 249 | $663.1M | 4,179,664 | 41 | 51 | 64 | 0.2% |
| Q3 2025 | 216 | $561.9M | 3,742,074 | 38 | 39 | 60 | 0.6% |
| Q2 2025 | 192 | $446.2M | 3,466,635 | 17 | 23 | 74 | 0.6% |
| Q1 2025 | 197 | $399.2M | 3,593,766 | 17 | 39 | 65 | 0.3% |
| Q4 2024 | 218 | $496.2M | 3,843,930 | 15 | 48 | 57 | 0.4% |
| Q3 2024 | 205 | $456.2M | 3,733,869 | 30 | 46 | 59 | 0.4% |
| Q2 2024 | 187 | $425.9M | 3,766,722 | 16 | 43 | 56 | 0.1% |
| Q1 2024 | 191 | $508.4M | 4,193,723 | 17 | 30 | 64 | 0.2% |
| Q4 2023 | 194 | $506.3M | 4,341,600 | 24 | 38 | 63 | 0.5% |
| Q3 2023 | 169 | $428.5M | 4,273,198 | 17 | 32 | 53 | 0.1% |
| Q2 2023 | 172 | $458.5M | 4,139,726 | 16 | 38 | 53 | 1.1% |
| Q1 2023 | 168 | $435.2M | 4,158,576 | 8 | 32 | 54 | 0.2% |
| Q4 2022 | 168 | $462.4M | 4,162,704 | 19 | 38 | 38 | 2.4% |
| Q3 2022 | 193 | $467.3M | 4,490,230 | 13 | 47 | 57 | 0.1% |
| Q2 2022 | 201 | $493.5M | 4,723,904 | 18 | 56 | 57 | 0.1% |
| Q1 2022 | 223 | $636.2M | 4,944,603 | 22 | 53 | 64 | 0.2% |
| Q4 2021 | 231 | $763.3M | 5,404,765 | 24 | 58 | 48 | 1.1% |
| Q3 2021 | 207 | $736.4M | 5,015,640 | 13 | 54 | 58 | 2.0% |
| Q2 2021 | 224 | $792.3M | 5,123,075 | 28 | 49 | 69 | 4.7% |
| Q1 2021 | 213 | $770.3M | 5,211,283 | 45 | 39 | 72 | 4.4% |
| Q4 2020 | 180 | $548.1M | 4,557,399 | 28 | 29 | 59 | 0.8% |
| Q3 2020 | 156 | $389.6M | 4,283,344 | 16 | 24 | 67 | 0.3% |
| Q2 2020 | 161 | $382.8M | 4,385,075 | 25 | 35 | 58 | 0.1% |
| Q1 2020 | 159 | $306.7M | 4,573,156 | 18 | 42 | 57 | 0.1% |
| Q4 2019 | 185 | $454.7M | 4,558,980 | 18 | 45 | 56 | 0.3% |
| Q3 2019 | 170 | $385.1M | 4,361,053 | 16 | 37 | 53 | 0.1% |
| Q2 2019 | 174 | $436.9M | 4,681,375 | 18 | 40 | 59 | 0.2% |
| Q1 2019 | 183 | $442.3M | 4,852,492 | 15 | 37 | 72 | 0.2% |
| Q4 2018 | 187 | $421.2M | 5,087,300 | 2 | 4 | 2 | 0.0% |