ISHARES TR (IWN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,039
Reporting holders
$10.2B
Reported value
0.4%
Held as options
+53
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.4B | 6,186,337 | 0.09% | 31q | +1.0%+$13.9M |
| MORGAN STANLEY | $937.6M | 4,238,800 | 0.05% | 35q | -2.8%-$26.9M |
| ENVESTNET ASSET MANAGEMENT INC | $473.0M | 2,138,426 | 0.11% | 31q | HELD |
| TIAA Wealth Investment Management LLC | $330.9M | 1,495,599 | 2.21% | 2q | -3.2%-$11.1M |
| D.A. DAVIDSON & CO. | $283.5M | 1,281,525 | 1.57% | 31q | +0.6%+$1.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $269.6M | 1,218,672 | 0.93% | 2q | +1.5%+$4.0M |
| M&T Bank Corp | $265.0M | 1,198,061 | 0.78% | 26q | +17.8%+$40.1M |
| LPL Financial LLC | $258.0M | 1,166,269 | 0.06% | 31q | +9.8%+$23.0M |
| PNC Financial Services Group, Inc. | $241.3M | 1,090,896 | 0.12% | 31q | -0.9%-$2.1M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $194.0M | 876,999 | 1.72% | 25q | -20.9%-$51.3M |
| WELLS FARGO & COMPANY/MN | $191.6M | 866,095 | 0.03% | 31q | -50.6%-$196.3M |
| HSBC HOLDINGS PLC | $190.8M | 862,739 | 0.08% | 31q | HELD |
| UBS Group AG | $169.6M | 766,604 | 0.02% | 31q | -8.7%-$16.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $167.4M | 756,672 | 0.21% | 31q | -4.6%-$8.2M |
| GOLDMAN SACHS GROUP INC | $154.0M | 696,081 | 0.01% | 31q | -4.3%-$7.0M |
| Cassaday & Co Wealth Management LLC | $144.8M | 654,442 | 2.72% | 15q | +1.5%+$2.1M |
| NORTHERN TRUST CORP | $132.7M | 599,858 | 0.02% | 31q | -1.3%-$1.7M |
| ROYAL BANK OF CANADA | $108.6M | 490,973 | 0.02% | 31q | -11.4%-$13.9M |
| BAILARD, INC. | $107.4M | 485,652 | 2.19% | 31q | +617.1%+$92.4M |
| JPMORGAN CHASE & CO | $100.7M | 454,981 | 0.01% | 31q | -2.0%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $95.9M | 433,434 | 0.03% | 7q | -3.3%-$3.2M |
| Pathstone Holdings, LLC | $89.9M | 406,524 | 0.26% | 11q | -2.0%-$1.8M |
| Badgley Phelps Wealth Managers, LLC | $88.0M | 397,941 | 1.54% | 20q | +2.0%+$1.7M |
| Focus Partners Wealth | $72.8M | 329,024 | 0.07% | 11q | -3.0%-$2.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $72.0M | 325,490 | 0.01% | 17q | +138.7%+$41.8M |
| JONES FINANCIAL COMPANIES LLLP | $70.0M | 316,264 | 0.03% | 31q | +4.9%+$3.3M |
| COMMERCE BANK | $68.7M | 310,507 | 0.30% | 31q | -3.5%-$2.5M |
| Bank of New York Mellon Corp | $61.5M | 278,097 | 0.01% | 31q | -2.1%-$1.3M |
| Cetera Investment Advisers | $57.3M | 258,987 | 0.05% | 31q | +3.4%+$1.9M |
| MAI Capital Management | $57.0M | 257,908 | 0.21% | 31q | HELD |
| SEI INVESTMENTS CO | $55.6M | 251,170 | 0.05% | 31q | -2.6%-$1.5M |
| CHOREO, LLC | $53.8M | 243,333 | 0.59% | 50q | HELD |
| WHITTIER TRUST CO | $53.3M | 240,327 | 0.52% | 31q | +20.5%+$9.1M |
| Corient Private Wealth LP | $53.1M | 240,115 | 0.03% | 15q | +121.2%+$29.1M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $51.7M | 233,866 | 2.92% | 31q | -1.6%-$814.7K |
| AMG National Trust Bank | $51.5M | 233,018 | 1.06% | 31q | -2.0%-$1.1M |
| Comprehensive Financial Management LLC | $51.0M | 230,481 | 1.67% | 27q | HELD |
| AMERIPRISE FINANCIAL INC | $48.8M | 219,517 | 0.01% | 31q | -59.4%-$71.4M |
| BROWN ADVISORY INC | $45.6M | 206,035 | 0.07% | 31q | -2.9%-$1.4M |
| Rockefeller Capital Management L.P. | $43.7M | 197,501 | 0.07% | 31q | -1.0%-$455.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $41.8M | 150,704 | 0.00% | 31q | +689.4%+$36.5M |
| Allspring Global Investments Holdings, LLC | $41.8M | 188,771 | 0.06% | 19q | HELD |
| FMR LLC | $41.0M | 185,568 | 0.00% | 31q | +4.8%+$1.9M |
| FIFTH THIRD BANCORP | $39.2M | 177,121 | 0.06% | 31q | -2.7%-$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.9M | 176,936 | 0.07% | 22q | -16.2%-$7.5M |
| US BANCORP \DE\ | $38.8M | 175,233 | 0.04% | 31q | HELD |
| Waldron Private Wealth LLC | $36.0M | 162,783 | 1.25% | 31q | -2.3%-$863.3K |
| Mariner, LLC | $35.0M | 158,339 | 0.04% | 31q | -0.6%-$205.9K |
| Arax Advisory Partners | $34.3M | 155,456 | 0.23% | 3q | +36.9%+$9.3M |
| OSAIC HOLDINGS, INC. | $33.6M | 151,968 | 0.04% | 26q | +16.5%+$4.8M |
| BNP PARIBAS FINANCIAL MARKETS | $33.5M | 151,230 | 0.01% | 30q | +11.1%+$3.4M |
| BANK OF MONTREAL /CAN/ | $32.6M | 147,412 | 0.01% | 31q | -4.4%-$1.5M |
| Pure Financial Advisors, LLC | $32.5M | 147,065 | 0.41% | 23q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31.4M | 141,743 | 0.10% | 31q | -39.2%-$20.2M |
| Jasper Ridge Partners, L.P. | $29.5M | 133,262 | 0.31% | 31q | -58.6%-$41.7M |
| JOHNSON INVESTMENT COUNSEL INC | $29.2M | 132,012 | 0.21% | 31q | -7.8%-$2.5M |
| WHITTIER TRUST CO OF NEVADA INC | $29.0M | 131,921 | 0.54% | 31q | +19.3%+$4.7M |
| CITADEL ADVISORS LLC | $28.9M | options only | 0.00% | 31q | OPTIONS |
| COURIER CAPITAL LLC | $28.8M | 130,333 | 1.44% | 31q | -15.6%-$5.3M |
| Modera Wealth Management, LLC | $28.8M | 130,222 | 0.31% | 31q | HELD |
| HighTower Advisors, LLC | $28.4M | 128,463 | 0.03% | 31q | -2.6%-$745.9K |
| Jupiter Topco LLC | $27.8M | 125,708 | 0.01% | new | FIRST |
| TRUIST FINANCIAL CORP | $27.5M | 124,455 | 0.03% | 31q | -11.6%-$3.6M |
| AQR CAPITAL MANAGEMENT LLC | $26.9M | 121,763 | 0.01% | 7q | +11.4%+$2.8M |
| CAPTRUST FINANCIAL ADVISORS | $26.0M | 117,434 | 0.04% | 31q | +6.3%+$1.5M |
| Powell Investment Advisors, LLC | $25.5M | 115,249 | 8.05% | 27q | HELD |
| BlackRock, Inc. | $25.2M | 113,932 | 0.00% | 8q | -18.3%-$5.6M |
| Cerity Partners LLC | $23.5M | 106,257 | 0.03% | 31q | +1.3%+$310.3K |
| Zhang Financial LLC | $21.7M | 97,906 | 0.63% | 58q | -1.4%-$297.7K |
| VICTORY CAPITAL MANAGEMENT INC | $21.2M | 96,000 | 0.01% | 31q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $20.5M | 92,482 | 0.01% | 19q | +1.8%+$370.5K |
| Pinnacle Financial Partners, Inc. | $20.4M | 92,369 | 0.14% | 3q | HELD |
| Baird Financial Group, Inc. | $20.1M | 90,894 | 0.03% | 31q | -0.8%-$152.8K |
| Creative Planning | $20.0M | 90,616 | 0.01% | 31q | +1.3%+$249.7K |
| Savant Capital, LLC | $19.4M | 87,713 | 0.06% | 31q | +3.5%+$655.4K |
| Fiduciary Trust Co | $19.3M | 87,471 | 0.21% | 31q | -0.9%-$185.4K |
| PRINCIPAL FINANCIAL GROUP INC | $18.9M | 85,664 | 0.01% | 31q | -25.8%-$6.6M |
| Hilltop Partners LLC | $18.4M | 83,327 | 4.47% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $18.4M | 83,062 | 0.01% | 30q | +96.8%+$9.0M |
| ALLIANCEBERNSTEIN L.P. | $17.7M | 93,167 | 0.01% | 31q | +0.7%+$124.9K |
| ASPIRIANT, LLC | $17.6M | 79,419 | 0.43% | 31q | -0.6%-$102.6K |
| Waverly Advisors, LLC | $17.4M | 78,706 | 0.10% | 31q | -1.3%-$229.2K |
| ARIEL INVESTMENTS, LLC | $17.0M | 76,697 | 0.17% | 29q | +17.2%+$2.5M |
| Wealthspire Advisors, LLC | $16.9M | 76,439 | 0.09% | 23q | +0.6%+$108.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.6M | 75,271 | 0.01% | 31q | +15.6%+$2.2M |
| STIFEL FINANCIAL CORP | $16.6M | 75,085 | 0.01% | 31q | +9.1%+$1.4M |
| Strategic Equity Management | $16.2M | 73,135 | 5.43% | 2q | +6.7%+$1.0M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $15.9M | 71,760 | 0.10% | 31q | -21.4%-$4.3M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $15.5M | 70,287 | 0.12% | 31q | -1.7%-$274.5K |
| Hillcrest Wealth Advisors - NY, LLC | $15.5M | 70,047 | 5.55% | 31q | -0.8%-$123.4K |
| TIAA TRUST, NATIONAL ASSOCIATION | $14.7M | 66,250 | 0.87% | 12q | -1.1%-$159.3K |
| Beacon Pointe Advisors, LLC | $14.5M | 65,608 | 0.07% | 31q | -19.7%-$3.6M |
| Cresset Asset Management, LLC | $14.5M | 65,424 | 0.05% | 31q | +7.3%+$986.6K |
| STEPHENS INC /AR/ | $13.6M | 61,531 | 0.15% | 31q | +4.0%+$521.6K |
| NewEdge Advisors, LLC | $13.6M | 61,284 | 0.04% | new | NEW |
| SONATA CAPITAL GROUP INC | $13.4M | 60,479 | 4.32% | 31q | -0.7%-$98.2K |
| HARBOR INVESTMENT ADVISORY, LLC | $13.3M | 60,119 | 0.93% | 27q | HELD |
| Focus Partners Advisor Solutions, LLC | $12.9M | 58,237 | 0.11% | 18q | +3.2%+$403.9K |
| Leeward Investments, LLC - MA | $12.9M | 58,194 | 0.59% | 18q | +2.9%+$368.1K |
| FIRST HORIZON CORP | $12.8M | 57,924 | 0.49% | 8q | -0.9%-$116.6K |
Showing the largest 100 of 1,076 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 | 1,039 | $10.2B | 45,956,301 | 89 | 220 | 297 | 0.4% |
| Q1 2026 | 986 | $9.0B | 47,378,147 | 69 | 219 | 312 | 0.3% |
| Q4 2025 | 999 | $8.9B | 49,008,987 | 83 | 264 | 252 | 0.3% |
| Q3 2025 | 927 | $8.7B | 48,449,290 | 72 | 196 | 271 | 1.2% |
| Q2 2025 | 915 | $8.0B | 50,548,448 | 52 | 243 | 316 | 0.7% |
| Q1 2025 | 932 | $7.9B | 51,750,761 | 41 | 196 | 339 | 0.9% |
| Q4 2024 | 995 | $8.9B | 53,374,291 | 83 | 251 | 276 | 1.3% |
| Q3 2024 | 915 | $9.0B | 52,876,422 | 87 | 216 | 294 | 2.1% |
| Q2 2024 | 871 | $8.2B | 52,973,165 | 54 | 199 | 302 | 0.8% |
| Q1 2024 | 893 | $10.7B | 66,646,597 | 70 | 199 | 309 | 1.1% |
| Q4 2023 | 901 | $9.9B | 62,778,275 | 86 | 253 | 281 | 1.9% |
| Q3 2023 | 817 | $7.3B | 53,085,857 | 57 | 193 | 277 | 1.2% |
| Q2 2023 | 813 | $7.6B | 53,522,446 | 53 | 193 | 295 | 1.2% |
| Q1 2023 | 789 | $7.4B | 53,813,552 | 50 | 205 | 280 | 0.6% |
| Q4 2022 | 788 | $7.6B | 54,339,008 | 96 | 231 | 209 | 0.9% |
| Q3 2022 | 843 | $8.2B | 61,631,389 | 46 | 259 | 260 | 2.7% |
| Q2 2022 | 882 | $8.7B | 61,362,564 | 71 | 248 | 279 | 4.9% |
| Q1 2022 | 916 | $11.6B | 69,100,347 | 76 | 253 | 280 | 4.0% |
| Q4 2021 | 946 | $12.5B | 72,176,704 | 84 | 318 | 216 | 4.3% |
| Q3 2021 | 834 | $11.9B | 73,307,503 | 48 | 231 | 244 | 1.7% |
| Q2 2021 | 850 | $12.3B | 72,913,179 | 68 | 258 | 268 | 1.4% |
| Q1 2021 | 833 | $11.6B | 71,875,052 | 112 | 230 | 258 | 1.4% |
| Q4 2020 | 778 | $8.9B | 65,032,725 | 138 | 232 | 190 | 4.1% |
| Q3 2020 | 635 | $5.7B | 56,405,271 | 52 | 164 | 237 | 1.7% |
| Q2 2020 | 637 | $6.9B | 53,587,555 | 63 | 184 | 256 | 24.3% |
| Q1 2020 | 669 | $4.8B | 57,964,981 | 59 | 201 | 266 | 0.2% |
| Q4 2019 | 744 | $6.5B | 50,484,058 | 64 | 205 | 197 | 0.4% |
| Q3 2019 | 657 | $6.2B | 50,353,650 | 46 | 170 | 224 | 2.4% |
| Q2 2019 | 653 | $5.9B | 48,307,043 | 38 | 193 | 210 | 1.4% |
| Q1 2019 | 679 | $5.7B | 47,318,119 | 66 | 159 | 237 | 0.8% |
| Q4 2018 | 671 | $5.9B | 54,473,071 | 6 | 12 | 9 | 0.3% |