ISHARES TR (IWF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,427
Reporting holders
$97.2B
Reported value
0.2%
Held as options
+75
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $14.8B | 118,891,881 | 0.78% | 35q | +299.4%+$11.1B |
| BANK OF AMERICA CORP /DE/ | $13.5B | 108,374,626 | 0.87% | 31q | +291.7%+$10.0B |
| FMR LLC | $4.1B | 33,169,533 | 0.18% | 31q | +298.9%+$3.1B |
| GOLDMAN SACHS GROUP INC | $3.4B | 27,639,586 | 0.30% | 31q | +292.1%+$2.6B |
| JPMORGAN CHASE & CO | $3.2B | 26,211,737 | 0.18% | 31q | +293.4%+$2.4B |
| ENVESTNET ASSET MANAGEMENT INC | $2.6B | 20,963,458 | 0.61% | 31q | +291.9%+$1.9B |
| NORTHERN TRUST CORP | $2.5B | 19,777,988 | 0.29% | 31q | +261.3%+$1.8B |
| UBS Group AG | $2.3B | 18,729,649 | 0.30% | 31q | +288.5%+$1.7B |
| WELLS FARGO & COMPANY/MN | $2.2B | 17,873,875 | 0.36% | 31q | +97.9%+$1.1B |
| LPL Financial LLC | $1.9B | 15,446,900 | 0.43% | 31q | +302.3%+$1.4B |
| RAYMOND JAMES FINANCIAL INC | $1.7B | 13,587,610 | 0.46% | 7q | +300.9%+$1.3B |
| PNC Financial Services Group, Inc. | $1.5B | 12,180,504 | 0.75% | 31q | +298.3%+$1.1B |
| M&T Bank Corp | $1.5B | 11,685,451 | 4.25% | 26q | +345.2%+$1.1B |
| Baird Financial Group, Inc. | $1.4B | 11,588,776 | 1.98% | 31q | +312.9%+$1.1B |
| TRUIST FINANCIAL CORP | $1.0B | 8,224,600 | 1.22% | 31q | +302.6%+$767.6M |
| ROYAL BANK OF CANADA | $928.8M | 7,480,079 | 0.14% | 31q | +300.8%+$697.1M |
| SIGNATUREFD, LLC | $898.6M | 7,236,734 | 12.00% | 31q | +302.3%+$675.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $833.7M | 6,714,484 | 1.05% | 31q | +290.5%+$620.2M |
| Cetera Investment Advisers | $774.9M | 6,240,599 | 0.71% | 31q | +297.6%+$580.0M |
| AMERIPRISE FINANCIAL INC | $745.5M | 6,003,988 | 0.15% | 31q | +99.8%+$372.5M |
| Pinnacle Financial Partners, Inc. | $694.8M | 5,595,573 | 4.74% | 3q | +304.1%+$522.9M |
| Circle Wealth Management, LLC | $677.2M | 5,453,892 | 8.51% | 31q | +300.0%+$507.9M |
| Focus Partners Wealth | $653.0M | 5,259,237 | 0.67% | 11q | +292.0%+$486.4M |
| HighTower Advisors, LLC | $617.9M | 4,976,224 | 0.60% | 31q | +290.0%+$459.5M |
| Bank of New York Mellon Corp | $593.6M | 4,780,386 | 0.10% | 31q | +297.4%+$444.2M |
| STIFEL FINANCIAL CORP | $574.8M | 4,628,950 | 0.48% | 31q | +268.8%+$418.9M |
| Rockefeller Capital Management L.P. | $572.8M | 4,613,036 | 0.88% | 31q | +305.8%+$431.6M |
| BlackRock, Inc. | $567.3M | 4,568,692 | 0.01% | 8q | +252.7%+$406.4M |
| Cerity Partners LLC | $566.3M | 4,560,693 | 0.68% | 31q | +300.3%+$424.8M |
| CIBC Bancorp USA Inc. | $537.2M | 4,326,938 | 0.65% | 2q | +303.6%+$404.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $523.8M | 4,218,106 | 1.80% | 2q | +310.3%+$396.1M |
| TIAA Wealth Investment Management LLC | $507.2M | 4,158,007 | 3.39% | 2q | +289.8%+$377.1M |
| US BANCORP \DE\ | $476.0M | 3,833,812 | 0.52% | 31q | +301.0%+$357.3M |
| JONES FINANCIAL COMPANIES LLLP | $473.9M | 3,978,899 | 0.19% | 31q | +250.8%+$338.8M |
| Nuveen, LLC | $471.1M | 3,793,807 | 0.11% | 6q | +245.3%+$334.6M |
| FIFTH THIRD BANCORP | $469.5M | 3,781,112 | 0.76% | 31q | +284.3%+$347.3M |
| PRUDENTIAL FINANCIAL INC | $454.7M | 3,661,993 | 0.50% | 32q | +581.6%+$388.0M |
| GLOBALT Investments LLC / GA | $454.4M | 3,659,660 | 15.33% | 11q | +289.1%+$337.6M |
| 71 West Capital Partners | $435.2M | 3,504,688 | 15.05% | 3q | +298.4%+$325.9M |
| OSAIC HOLDINGS, INC. | $424.5M | 3,418,519 | 0.50% | 26q | +320.1%+$323.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $407.6M | 3,282,197 | 0.25% | 30q | +704.2%+$356.9M |
| OpenArc Corporate Advisory, LLC | $373.1M | 3,004,395 | 4.44% | 3q | +299.1%+$279.6M |
| Dynasty Wealth Management, LLC | $367.0M | 2,955,926 | 2.73% | 4q | +1.0%+$3.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $335.5M | 2,701,639 | 0.18% | 31q | +305.5%+$252.7M |
| AMERICAN CENTURY COMPANIES INC | $317.0M | 2,553,192 | 0.14% | 31q | +859.0%+$284.0M |
| CHOREO, LLC | $314.7M | 2,534,323 | 3.45% | 50q | +288.7%+$233.7M |
| 1ST SOURCE BANK | $295.1M | 2,376,294 | 13.37% | 31q | +320.1%+$224.8M |
| CITIGROUP INC | $283.8M | 2,285,661 | 0.09% | 31q | +333.3%+$218.3M |
| Waldron Private Wealth LLC | $272.6M | 2,195,611 | 9.44% | 31q | +290.7%+$202.9M |
| CAPTRUST FINANCIAL ADVISORS | $262.7M | 2,115,746 | 0.40% | 31q | +342.7%+$203.4M |
| Mariner, LLC | $246.4M | 1,984,815 | 0.26% | 31q | +249.5%+$175.9M |
| Clearstead Advisors, LLC | $243.2M | 1,958,655 | 2.30% | 31q | +263.5%+$176.3M |
| MML INVESTORS SERVICES, LLC | $240.2M | 1,934,415 | 0.49% | 31q | +320.9%+$183.1M |
| BROWN ADVISORY INC | $239.0M | 1,925,013 | 0.37% | 31q | +283.4%+$176.7M |
| Creative Planning | $232.1M | 1,869,072 | 0.14% | 31q | +296.5%+$173.6M |
| Corient Private Wealth LP | $225.2M | 1,813,752 | 0.14% | 15q | +168.1%+$141.2M |
| Cresset Asset Management, LLC | $224.7M | 1,809,686 | 0.81% | 31q | +295.1%+$167.8M |
| COMMERCE BANK | $224.2M | 1,805,561 | 0.98% | 31q | +288.6%+$166.5M |
| ALLIANCEBERNSTEIN L.P. | $223.6M | 524,413 | 0.07% | 31q | +291.0%+$166.4M |
| REGIONS FINANCIAL CORP | $223.3M | 1,798,498 | 1.33% | 31q | +305.5%+$168.3M |
| STALEY CAPITAL ADVISERS INC | $202.8M | 1,633,498 | 7.90% | 31q | +297.1%+$151.7M |
| MAI Capital Management | $199.1M | 1,603,274 | 0.75% | 31q | +307.8%+$150.3M |
| Stairway Partners, LLC | $196.1M | 1,579,113 | 9.24% | 31q | +294.0%+$146.3M |
| IEQ CAPITAL, LLC | $194.7M | 1,567,936 | 0.90% | 27q | +204.3%+$130.7M |
| Confluence Wealth Services, Inc. | $188.1M | 1,515,232 | 5.38% | 19q | +376.9%+$148.7M |
| D.A. DAVIDSON & CO. | $185.0M | 1,490,000 | 1.02% | 31q | +293.7%+$138.0M |
| OAKWORTH CAPITAL, INC. | $182.4M | 1,473,997 | 8.68% | 31q | +308.5%+$137.7M |
| Beacon Pointe Advisors, LLC | $181.3M | 1,460,176 | 0.84% | 31q | +315.9%+$137.7M |
| Waverly Advisors, LLC | $173.0M | 1,393,291 | 1.00% | 31q | +585.1%+$147.8M |
| Hackensack Meridian Health, Inc. | $163.1M | 1,313,600 | 11.01% | 3q | +300.0%+$122.3M |
| Cullen/Frost Bankers, Inc. | $160.0M | 1,288,814 | 1.58% | 31q | +293.7%+$119.4M |
| Lido Advisors, LLC | $160.0M | 1,288,697 | 0.43% | 31q | +294.9%+$119.5M |
| Venturi Wealth Management, LLC | $158.0M | 1,272,355 | 6.11% | 21q | +30448.7%+$157.5M |
| BANK OF MONTREAL /CAN/ | $157.4M | 1,267,891 | 0.05% | 31q | +290.9%+$117.2M |
| J.Safra Asset Management Corp | $156.5M | 1,260,693 | 7.21% | 14q | +290.8%+$116.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $153.6M | 1,248,519 | 0.26% | 31q | +300.7%+$115.3M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $151.6M | 1,220,523 | 0.99% | 31q | +258.2%+$109.2M |
| Pathstone Holdings, LLC | $144.3M | 1,161,905 | 0.42% | 11q | +324.5%+$110.3M |
| MV CAPITAL MANAGEMENT, INC. | $139.6M | 749,896 | 6.50% | 31q | +387.6%+$111.0M |
| Private Advisor Group, LLC | $137.2M | 1,104,755 | 0.63% | 31q | +315.8%+$104.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $136.0M | 1,095,395 | 1.01% | 31q | HELD |
| Modera Wealth Management, LLC | $133.9M | 1,078,508 | 1.43% | 31q | +296.4%+$100.1M |
| STEPHENS INC /AR/ | $132.2M | 1,064,094 | 1.48% | 31q | +306.2%+$99.6M |
| Sun Mountain Capital Ltd | $131.9M | 1,061,852 | 71.58% | 3q | +300.0%+$98.9M |
| NewEdge Wealth, LLC | $126.6M | 1,019,850 | 1.27% | 23q | +318.6%+$96.4M |
| SIMON QUICK ADVISORS, LLC | $123.4M | 994,081 | 4.99% | 31q | +301.7%+$92.7M |
| Steward Partners Investment Advisory, LLC | $122.5M | 986,551 | 0.63% | 31q | +204.3%+$82.2M |
| BLAIR WILLIAM & CO/IL | $120.9M | 973,601 | 0.31% | 16q | +266.0%+$87.9M |
| Relyea Zuckerberg Hanson LLC | $114.8M | 924,252 | 4.78% | 27q | +692.7%+$100.3M |
| HSBC HOLDINGS PLC | $114.4M | 921,442 | 0.05% | 31q | +317.0%+$87.0M |
| Johnson Financial Group, Inc. | $114.2M | 919,428 | 3.75% | 31q | +122.7%+$62.9M |
| Kestra Advisory Services, LLC | $108.9M | 876,866 | 0.35% | 24q | +327.5%+$83.4M |
| NewEdge Advisors, LLC | $104.9M | 845,080 | 0.31% | new | NEW |
| Quantinno Capital Management LP | $104.3M | 839,620 | 0.13% | 14q | +416.6%+$84.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $97.9M | options only | 0.01% | 31q | OPTIONS |
| KEYBANK NATIONAL ASSOCIATION/OH | $97.9M | 788,137 | 0.32% | 31q | +288.5%+$72.7M |
| Baker Avenue Asset Management, LP | $96.9M | 780,204 | 1.83% | 31q | +329.7%+$74.3M |
| EP Wealth Advisors, LLC | $95.9M | 772,054 | 0.37% | 30q | +344.5%+$74.3M |
| Cedar Mountain Advisors, LLC | $95.8M | 771,325 | 16.49% | 27q | +300.3%+$71.8M |
| AQR CAPITAL MANAGEMENT LLC | $94.7M | 762,666 | 0.03% | 9q | +324.7%+$72.4M |
Showing the largest 100 of 2,505 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 | 2,427 | $97.2B | 779,346,143 | 132 | 2,210 | 24 | 0.2% |
| Q1 2026 | 2,352 | $86.2B | 206,128,132 | 85 | 594 | 829 | 0.2% |
| Q4 2025 | 2,433 | $93.9B | 197,917,046 | 109 | 594 | 750 | 0.3% |
| Q3 2025 | 2,265 | $92.4B | 196,640,547 | 116 | 518 | 731 | 0.4% |
| Q2 2025 | 2,201 | $82.7B | 194,288,136 | 160 | 553 | 694 | 0.3% |
| Q1 2025 | 2,116 | $70.7B | 195,492,633 | 86 | 491 | 792 | 0.2% |
| Q4 2024 | 2,197 | $78.3B | 194,430,815 | 129 | 532 | 632 | 0.3% |
| Q3 2024 | 1,962 | $74.3B | 197,968,856 | 98 | 456 | 680 | 0.2% |
| Q2 2024 | 1,911 | $73.5B | 201,395,285 | 116 | 476 | 642 | 0.2% |
| Q1 2024 | 1,842 | $84.4B | 250,250,750 | 97 | 455 | 662 | 0.2% |
| Q4 2023 | 1,826 | $69.5B | 229,013,330 | 118 | 499 | 542 | 0.2% |
| Q3 2023 | 1,641 | $50.1B | 187,798,688 | 67 | 395 | 589 | 0.3% |
| Q2 2023 | 1,623 | $51.3B | 185,994,025 | 105 | 383 | 563 | 0.3% |
| Q1 2023 | 1,535 | $47.4B | 194,015,075 | 84 | 355 | 601 | 0.2% |
| Q4 2022 | 1,431 | $40.0B | 186,215,550 | 98 | 440 | 425 | 0.5% |
| Q3 2022 | 1,580 | $41.8B | 197,637,800 | 76 | 433 | 533 | 0.4% |
| Q2 2022 | 1,596 | $43.1B | 196,132,721 | 80 | 474 | 547 | 0.4% |
| Q1 2022 | 1,658 | $53.8B | 191,741,186 | 66 | 413 | 626 | 1.1% |
| Q4 2021 | 1,750 | $60.0B | 194,197,870 | 121 | 430 | 513 | 1.1% |
| Q3 2021 | 1,523 | $53.2B | 193,133,192 | 72 | 406 | 492 | 0.4% |
| Q2 2021 | 1,515 | $51.4B | 187,382,320 | 87 | 396 | 543 | 1.0% |
| Q1 2021 | 1,478 | $47.7B | 195,475,412 | 61 | 344 | 642 | 0.7% |
| Q4 2020 | 1,488 | $48.9B | 199,889,972 | 95 | 349 | 515 | 1.9% |
| Q3 2020 | 1,328 | $44.6B | 200,004,731 | 75 | 280 | 592 | 2.7% |
| Q2 2020 | 1,295 | $40.8B | 211,533,152 | 122 | 326 | 517 | 0.6% |
| Q1 2020 | 1,223 | $32.1B | 213,363,464 | 69 | 323 | 526 | 0.1% |
| Q4 2019 | 1,289 | $34.4B | 194,887,988 | 100 | 328 | 400 | 0.2% |
| Q3 2019 | 1,112 | $31.5B | 196,967,855 | 55 | 270 | 426 | 0.1% |
| Q2 2019 | 1,113 | $32.0B | 202,786,151 | 73 | 303 | 398 | 0.3% |
| Q1 2019 | 1,083 | $28.6B | 188,857,903 | 81 | 267 | 445 | 0.1% |
| Q4 2018 | 1,065 | $26.4B | 200,968,283 | 2 | 16 | 19 | 0.4% |