ISHARES TR (IWL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
228
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+11
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 | $125.1M | 676,332 | 0.01% | 35q | -3.4%-$4.4M |
| Gilbert & Cook, Inc. | $94.0M | 508,409 | 10.82% | 24q | -1.5%-$1.5M |
| TOMPKINS FINANCIAL CORP | $92.7M | 501,427 | 6.49% | 13q | +0.5%+$474.6K |
| BANK OF AMERICA CORP /DE/ | $92.5M | 500,046 | 0.01% | 31q | -21.1%-$24.7M |
| COMMERCE BANK | $80.6M | 435,916 | 0.35% | 3q | +23.3%+$15.2M |
| Lido Advisors, LLC | $75.6M | 408,608 | 0.21% | 7q | +10.0%+$6.9M |
| AMERIPRISE FINANCIAL INC | $73.2M | 396,002 | 0.01% | 31q | -44.0%-$57.5M |
| LPL Financial LLC | $66.5M | 359,781 | 0.01% | 31q | -4.8%-$3.3M |
| Prescott Group Capital Management, L.L.C. | $46.0M | 248,501 | 3.97% | 7q | +84.8%+$21.1M |
| George Kaiser Family Foundation | $46.0M | 248,501 | 4.41% | 6q | +84.8%+$21.1M |
| Richmond Investment Services, LLC | $40.3M | 218,146 | 12.77% | 7q | -46.8%-$35.5M |
| Reliant Wealth Planning | $39.8M | 215,106 | 10.94% | 7q | +4.0%+$1.5M |
| FreeGulliver LLC | $38.8M | 209,733 | 13.68% | 11q | -2.8%-$1.1M |
| Heck Capital Advisors, LLC | $37.8M | 204,621 | 2.26% | 7q | HELD |
| JPMORGAN CHASE & CO | $34.3M | 186,952 | 0.00% | 24q | +2.1%+$703.0K |
| SEARCY FINANCIAL SERVICES INC /ADV | $33.1M | 178,911 | 11.10% | 5q | -1.7%-$578.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.2M | 141,776 | 0.03% | 31q | +11.6%+$2.7M |
| ROYAL BANK OF CANADA | $25.5M | 138,001 | 0.00% | 31q | -11.4%-$3.3M |
| MANCHESTER FINANCIAL INC | $22.5M | 121,917 | 4.01% | 8q | +1.9%+$426.5K |
| Integrated Wealth Concepts LLC | $21.0M | 113,573 | 0.10% | 17q | +177.0%+$13.4M |
| Equitable Holdings, Inc. | $18.3M | 98,978 | 0.11% | 24q | +1.0%+$178.1K |
| OSAIC HOLDINGS, INC. | $16.1M | 87,132 | 0.02% | 26q | -2.9%-$488.1K |
| Merit Financial Group, LLC | $15.4M | 83,398 | 0.05% | 7q | +102.2%+$7.8M |
| FIRST AMERICAN TRUST, FSB | $14.2M | 76,906 | 0.86% | 3q | +132.4%+$8.1M |
| UBS Group AG | $14.0M | 75,787 | 0.00% | 31q | +7.1%+$934.6K |
| KM Capital Management Ltd. | $13.7M | 74,015 | 6.43% | new | NEW |
| ARCADIA INVESTMENT ADVISORS LLC | $13.6M | 73,700 | 5.75% | 13q | +1.4%+$183.7K |
| Annex Advisory Services, LLC | $13.6M | 73,569 | 0.23% | 3q | -0.7%-$92.8K |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $13.5M | 72,990 | 1.95% | 29q | HELD |
| WELLS FARGO & COMPANY/MN | $12.8M | 69,193 | 0.00% | 31q | -41.4%-$9.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $12.4M | 67,225 | 0.01% | 23q | +107.1%+$6.4M |
| HighTower Advisors, LLC | $12.4M | 66,972 | 0.01% | 31q | -2.1%-$264.5K |
| Composition Wealth, LLC | $11.1M | 60,117 | 0.13% | 5q | -9.4%-$1.1M |
| FIRST CITIZENS BANK & TRUST CO | $10.3M | 55,913 | 0.15% | 25q | -1.4%-$144.3K |
| Envestnet Portfolio Solutions, Inc. | $10.3M | 55,913 | 0.05% | 12q | -1.4%-$144.3K |
| Stratos Wealth Partners, LTD. | $10.3M | 55,425 | 0.10% | 26q | +9.1%+$856.5K |
| McKinley Carter Wealth Services, Inc. | $9.8M | 53,247 | 0.51% | 23q | -7.9%-$840.4K |
| Creative Planning | $9.4M | 50,650 | 0.01% | 17q | -7.3%-$733.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.7M | 47,160 | 0.00% | 24q | -3.2%-$288.0K |
| Cetera Investment Advisers | $7.8M | 42,173 | 0.01% | 25q | +15.9%+$1.1M |
| ShoreHaven Wealth Partners, LLC | $7.2M | 39,152 | 2.28% | 17q | HELD |
| SageView Advisory Group, LLC | $6.6M | 35,692 | 0.22% | 9q | -0.9%-$59.6K |
| Veridan Wealth LLC | $6.6M | 35,548 | 2.24% | 7q | -2.8%-$186.8K |
| Waverly Advisors, LLC | $6.5M | 35,166 | 0.04% | 7q | +5.5%+$338.5K |
| Focus Partners Advisor Solutions, LLC | $6.5M | 35,065 | 0.05% | 5q | +74.5%+$2.8M |
| Winter & Associates, Inc. | $6.4M | 34,510 | 4.80% | 3q | +71.9%+$2.7M |
| Holos Integrated Wealth LLC | $6.3M | 33,849 | 2.93% | 7q | +2.8%+$171.7K |
| Strategic Equity Management | $6.2M | 33,422 | 2.08% | 23q | -4.4%-$287.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 31,314 | 0.00% | 30q | +106.4%+$3.0M |
| OXFORD FINANCIAL GROUP, LTD. LLC | $5.4M | 29,110 | 0.27% | 9q | HELD |
| Kestra Advisory Services, LLC | $5.3M | 28,696 | 0.02% | 12q | -5.3%-$297.8K |
| RAYMOND JAMES FINANCIAL INC | $5.1M | 27,764 | 0.00% | 7q | -6.8%-$376.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $5.0M | 27,018 | 0.08% | 9q | +1.0%+$48.1K |
| Cresset Asset Management, LLC | $4.6M | 24,731 | 0.02% | 18q | HELD |
| Valmark Advisers, Inc. | $4.3M | 23,282 | 0.05% | 24q | -13.4%-$665.6K |
| CITADEL ADVISORS LLC | $4.3M | 23,110 | 0.00% | 5q | -55.7%-$5.4M |
| Wealthfront Advisers LLC | $4.2M | 22,773 | 0.01% | 18q | +2.7%+$110.8K |
| Grant Street Asset Management, Inc. | $4.0M | 21,751 | 0.66% | 25q | -1.2%-$49.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 19,799 | 0.00% | 25q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.6M | 19,542 | 0.17% | 24q | -3.7%-$139.6K |
| MONEYWISE, INC. | $3.4M | 18,127 | 1.25% | 3q | +25.2%+$674.5K |
| Mason & Associates, LLC | $3.3M | 17,841 | 0.69% | 10q | HELD |
| SOA Wealth Advisors, LLC. | $3.1M | 16,511 | 0.51% | 23q | -12.1%-$421.3K |
| Noble Family Wealth, LLC | $3.0M | 16,109 | 0.53% | 14q | -19.5%-$722.4K |
| FMR LLC | $3.0M | 15,984 | 0.00% | 29q | +18.6%+$463.7K |
| Legacy Advisory Services, LLC | $2.8M | 15,321 | 1.99% | 11q | +4.8%+$128.5K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2.8M | 14,937 | 0.10% | 12q | +2.2%+$60.1K |
| MML INVESTORS SERVICES, LLC | $2.6M | 14,045 | 0.01% | 25q | +11.6%+$269.7K |
| GeoWealth Management, LLC | $2.6M | 13,863 | 0.08% | 8q | +11.3%+$261.0K |
| Family Capital Management, Inc. | $2.6M | 13,832 | 0.99% | 15q | HELD |
| Boyd Wealth Management, LLC | $2.5M | 13,775 | 0.96% | 19q | -2.2%-$56.6K |
| Private Advisor Group, LLC | $2.4M | 13,191 | 0.01% | 14q | +76.4%+$1.1M |
| Forefront Wealth Partners, LLC | $2.4M | 12,946 | 0.74% | 7q | -0.7%-$15.9K |
| Compton Wealth Advisory Group, LLC | $2.3M | 12,652 | 0.47% | 25q | HELD |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | $2.2M | 12,103 | 1.66% | 3q | +41.2%+$652.8K |
| Bison Wealth, LLC | $2.2M | 11,811 | 0.20% | 3q | -2.2%-$49.0K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 10,978 | 0.00% | 26q | -21.1%-$542.7K |
| Keystone Financial Group | $2.0M | 10,685 | 0.12% | 2q | +70.7%+$818.8K |
| Vise Technologies, Inc. | $2.0M | 10,619 | 0.02% | 3q | +91.2%+$936.7K |
| PATTEN & PATTEN INC/TN | $1.8M | 9,909 | 0.10% | 4q | HELD |
| STIFEL FINANCIAL CORP | $1.7M | 9,087 | 0.00% | 16q | -20.1%-$423.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $1.7M | 9,006 | 0.06% | 31q | -4.0%-$69.4K |
| SILVER OAK SECURITIES, INCORPORATED | $1.6M | 8,632 | 0.10% | 5q | -11.2%-$201.4K |
| Avior Wealth Management, LLC | $1.4M | 7,805 | 0.04% | 13q | -1.7%-$25.5K |
| COZAD ASSET MANAGEMENT INC | $1.4M | 7,799 | 0.09% | 17q | -0.5%-$8.0K |
| Elevation Capital Advisory, LLC | $1.4M | 7,790 | 0.56% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 7,497 | 0.00% | 12q | -26.1%-$494.9K |
| Focus Partners Wealth | $1.4M | 7,537 | 0.00% | 7q | -6.2%-$92.5K |
| PRINCIPAL SECURITIES, INC. | $1.4M | 7,443 | 0.02% | 11q | -1.3%-$17.6K |
| Summit Trail Advisors, LLC | $1.4M | 7,310 | 0.02% | 2q | HELD |
| Fifth Third Securities, Inc. | $1.3M | 7,097 | 0.07% | 9q | -17.9%-$286.3K |
| Procyon Advisors, LLC | $1.3M | 7,037 | 0.06% | 4q | HELD |
| Breakwater Capital Group | $1.2M | 6,535 | 0.15% | 5q | +28.9%+$270.8K |
| Mariner, LLC | $1.2M | 6,322 | 0.00% | 16q | -65.2%-$2.2M |
| Aureus Asset Management, LLC | $1.1M | 6,000 | 0.07% | 15q | HELD |
| BlackRock, Inc. | $1.1M | 5,733 | 0.00% | 4q | +28.9%+$238.0K |
| Asset Allocation Strategies LLC | $1.0M | 5,586 | 0.16% | 15q | -6.2%-$68.2K |
| MAI Capital Management | $1.0M | 5,501 | 0.00% | 7q | HELD |
| CAHABA WEALTH MANAGEMENT, INC. | $974.7K | 5,270 | 0.06% | 31q | HELD |
| Summit Financial, LLC | $969.1K | 5,240 | 0.01% | 4q | -1.9%-$19.2K |
Showing the largest 100 of 236 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 | 228 | $1.6B | 8,542,322 | 26 | 58 | 79 | 0.0% |
| Q1 2026 | 217 | $1.4B | 8,804,935 | 24 | 59 | 68 | 0.0% |
| Q4 2025 | 214 | $1.4B | 8,166,143 | 19 | 47 | 66 | 0.0% |
| Q3 2025 | 196 | $1.3B | 7,819,809 | 20 | 51 | 63 | 0.0% |
| Q2 2025 | 192 | $1.2B | 7,870,234 | 24 | 54 | 58 | 0.0% |
| Q1 2025 | 180 | $1.1B | 7,726,358 | 16 | 58 | 58 | 0.0% |
| Q4 2024 | 181 | $1.1B | 7,603,379 | 31 | 41 | 51 | 0.0% |
| Q3 2024 | 152 | $982.4M | 6,996,783 | 16 | 42 | 54 | 0.0% |
| Q2 2024 | 148 | $955.2M | 7,126,622 | 20 | 29 | 52 | 0.0% |
| Q1 2024 | 132 | $1.1B | 7,738,316 | 12 | 38 | 45 | 7.0% |
| Q4 2023 | 129 | $760.1M | 6,597,494 | 12 | 42 | 38 | 0.0% |
| Q3 2023 | 121 | $509.8M | 4,931,104 | 9 | 35 | 42 | 0.0% |
| Q2 2023 | 119 | $557.3M | 5,227,735 | 11 | 35 | 44 | 0.0% |
| Q1 2023 | 113 | $470.7M | 4,679,675 | 12 | 21 | 50 | 0.0% |
| Q4 2022 | 105 | $519.2M | 5,769,988 | 16 | 34 | 25 | 0.0% |
| Q3 2022 | 116 | $387.1M | 4,535,276 | 9 | 37 | 37 | 0.0% |
| Q2 2022 | 117 | $663.8M | 7,383,503 | 17 | 29 | 41 | 0.0% |
| Q1 2022 | 114 | $804.8M | 7,437,553 | 14 | 34 | 32 | 0.0% |
| Q4 2021 | 115 | $799.1M | 7,006,295 | 15 | 32 | 30 | 0.0% |
| Q3 2021 | 98 | $652.9M | 6,319,447 | 11 | 37 | 23 | 0.0% |
| Q2 2021 | 92 | $712.0M | 6,328,665 | 7 | 27 | 32 | 0.0% |
| Q1 2021 | 91 | $609.0M | 6,416,669 | 5 | 26 | 26 | 0.0% |
| Q4 2020 | 91 | $661.3M | 7,304,314 | 11 | 26 | 22 | 0.0% |
| Q3 2020 | 80 | $480.1M | 5,905,022 | 12 | 27 | 16 | 0.0% |
| Q2 2020 | 72 | $309.3M | 4,163,323 | 17 | 17 | 20 | 0.0% |
| Q1 2020 | 55 | $115.8M | 1,871,553 | 10 | 10 | 22 | 0.0% |
| Q4 2019 | 63 | $155.0M | 2,050,345 | 8 | 10 | 22 | 0.0% |
| Q3 2019 | 52 | $132.2M | 1,904,858 | 9 | 14 | 13 | 0.0% |
| Q2 2019 | 47 | $107.8M | 1,584,661 | 9 | 14 | 9 | 0.0% |
| Q1 2019 | 46 | $107.6M | 1,574,058 | 12 | 7 | 17 | 0.0% |
| Q4 2018 | 37 | $93.5M | 1,539,159 | 0 | 3 | 0 | 0.0% |