ISHARES TR (IWO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,068
Reporting holders
$11.9B
Reported value
0.5%
Held as options
+80
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 | 3,483,298 | 0.09% | 31q | HELD |
| MORGAN STANLEY | $917.3M | 2,328,293 | 0.05% | 35q | -15.4%-$167.5M |
| BARINGS LLC | $622.4M | 1,579,950 | 11.04% | 31q | -1.8%-$11.3M |
| ENVESTNET ASSET MANAGEMENT INC | $425.6M | 1,080,233 | 0.10% | 31q | -1.5%-$6.6M |
| GOLDMAN SACHS GROUP INC | $380.5M | 965,896 | 0.03% | 31q | +0.8%+$3.1M |
| Cassaday & Co Wealth Management LLC | $373.1M | 947,047 | 7.01% | 15q | +1.2%+$4.6M |
| WELLS FARGO & COMPANY/MN | $277.7M | 704,958 | 0.04% | 31q | -51.7%-$297.7M |
| LPL Financial LLC | $235.8M | 598,485 | 0.05% | 31q | +3.7%+$8.5M |
| PNC Financial Services Group, Inc. | $233.5M | 592,625 | 0.12% | 31q | -3.9%-$9.4M |
| D.A. DAVIDSON & CO. | $216.8M | 550,307 | 1.20% | 31q | +1.0%+$2.2M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $215.3M | 546,451 | 0.74% | 2q | -5.1%-$11.6M |
| FMR LLC | $209.4M | 531,617 | 0.01% | 31q | +48.6%+$68.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $202.3M | 513,500 | 0.28% | 23q | +25.1%+$40.6M |
| UBS Group AG | $201.4M | 511,151 | 0.03% | 31q | -2.3%-$4.7M |
| Cohen Klingenstein LLC | $190.8M | 484,414 | 5.46% | 31q | -1.7%-$3.3M |
| TIAA Wealth Investment Management LLC | $182.8M | 468,427 | 1.22% | 2q | HELD |
| Corient Private Wealth LP | $172.6M | 438,166 | 0.11% | 15q | +80.6%+$77.0M |
| RAYMOND JAMES FINANCIAL INC | $171.0M | 433,927 | 0.05% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $167.6M | 425,316 | 0.21% | 31q | -1.7%-$2.8M |
| NORTHERN TRUST CORP | $162.7M | 412,943 | 0.02% | 31q | -4.1%-$6.9M |
| JPMORGAN CHASE & CO | $155.0M | 397,150 | 0.01% | 31q | +2.8%+$4.3M |
| CITIGROUP INC | $147.7M | 374,910 | 0.05% | 31q | -9.7%-$15.9M |
| ALLIANCEBERNSTEIN L.P. | $140.1M | 446,583 | 0.05% | 31q | +108.1%+$72.8M |
| M&T Bank Corp | $135.8M | 344,603 | 0.40% | 26q | -1.1%-$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $134.0M | 340,110 | 0.05% | 30q | -0.9%-$1.3M |
| ROYAL BANK OF CANADA | $129.6M | 328,945 | 0.02% | 31q | -12.3%-$18.1M |
| Cetera Investment Advisers | $91.7M | 232,731 | 0.08% | 31q | +1.1%+$970.7K |
| Badgley Phelps Wealth Managers, LLC | $90.0M | 228,374 | 1.58% | 20q | +1.9%+$1.7M |
| Financial Engines Advisors L.L.C. | $87.9M | 223,223 | 0.16% | 31q | -6.2%-$5.8M |
| COMMERCE BANK | $85.2M | 216,194 | 0.37% | 31q | -18.6%-$19.5M |
| Bank of New York Mellon Corp | $77.6M | 197,092 | 0.01% | 31q | -4.7%-$3.8M |
| Creative Planning | $67.3M | 170,877 | 0.04% | 31q | -2.6%-$1.8M |
| US BANCORP \DE\ | $63.5M | 161,302 | 0.07% | 31q | -1.0%-$652.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $63.4M | 161,029 | 0.03% | 31q | +6.3%+$3.8M |
| AMERIPRISE FINANCIAL INC | $63.3M | 159,500 | 0.01% | 31q | -50.3%-$64.1M |
| SEI INVESTMENTS CO | $62.9M | 159,552 | 0.06% | 31q | -3.9%-$2.6M |
| JONES FINANCIAL COMPANIES LLLP | $61.1M | 157,199 | 0.02% | 31q | +4.9%+$2.8M |
| KEYBANK NATIONAL ASSOCIATION/OH | $56.6M | 143,663 | 0.19% | 31q | -1.5%-$855.3K |
| BROWN ADVISORY INC | $53.5M | 135,926 | 0.08% | 31q | -21.9%-$15.0M |
| Rockefeller Capital Management L.P. | $52.7M | 133,779 | 0.08% | 31q | -1.9%-$1.0M |
| Cresset Asset Management, LLC | $51.8M | 131,388 | 0.19% | 19q | -0.9%-$457.0K |
| Pathstone Holdings, LLC | $51.4M | 130,483 | 0.15% | 11q | +7.4%+$3.5M |
| FIFTH THIRD BANCORP | $48.4M | 122,843 | 0.08% | 31q | -2.0%-$1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $46.9M | 121,973 | 0.08% | 22q | -10.6%-$5.6M |
| JANE STREET GROUP, LLC | $46.3M | 46,291 | 0.00% | 8q | +209.3%+$31.3M |
| Clearbridge Investments, LLC | $46.0M | 116,668 | 0.04% | 8q | +587.6%+$39.3M |
| CHOREO, LLC | $44.9M | 114,055 | 0.49% | 50q | +0.7%+$324.6K |
| TRUIST FINANCIAL CORP | $44.4M | 112,730 | 0.05% | 31q | -6.0%-$2.9M |
| Focus Partners Wealth | $44.4M | 112,606 | 0.05% | 11q | +4.1%+$1.7M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $42.1M | 106,920 | 0.21% | 31q | HELD |
| MAI Capital Management | $40.7M | 103,431 | 0.15% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $39.9M | 101,157 | 0.05% | 26q | +7.4%+$2.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $34.4M | 87,193 | 0.01% | 31q | +71.8%+$14.4M |
| GENEVA CAPITAL MANAGEMENT LLC | $33.9M | 86,150 | 0.78% | 26q | +21.9%+$6.1M |
| Cerity Partners LLC | $32.2M | 81,647 | 0.04% | 28q | +13.0%+$3.7M |
| BANK OF MONTREAL /CAN/ | $31.7M | 80,572 | 0.01% | 31q | +2.9%+$901.4K |
| CAPTRUST FINANCIAL ADVISORS | $31.2M | 79,296 | 0.05% | 31q | HELD |
| Confluence Wealth Services, Inc. | $31.1M | 78,858 | 0.89% | 15q | +22.2%+$5.6M |
| STIFEL FINANCIAL CORP | $30.8M | 78,206 | 0.03% | 31q | +3.5%+$1.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $30.6M | 77,728 | 0.23% | 31q | -2.7%-$852.5K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $29.4M | 74,615 | 1.66% | 22q | -0.9%-$267.5K |
| HighTower Advisors, LLC | $29.0M | 73,549 | 0.03% | 31q | +0.8%+$236.0K |
| FRANKLIN RESOURCES INC | $27.8M | 70,478 | 0.01% | 31q | +113.6%+$14.8M |
| VAUGHAN & Co SECURITIES, INC. | $27.5M | 69,826 | 12.83% | 27q | -3.6%-$1.0M |
| MML INVESTORS SERVICES, LLC | $27.4M | 69,634 | 0.06% | 31q | +8.1%+$2.1M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $26.5M | 67,372 | 6.03% | 7q | -1.7%-$456.6K |
| FIRST HORIZON CORP | $25.3M | 64,280 | 0.97% | 8q | +5.1%+$1.2M |
| Summit Financial, LLC | $25.1M | 63,786 | 0.28% | 31q | +39.2%+$7.1M |
| Allspring Global Investments Holdings, LLC | $24.4M | 62,311 | 0.04% | 3q | HELD |
| POTOMAC FUND MANAGEMENT INC /ADV | $24.3M | 61,560 | 0.61% | new | NEW |
| Powell Investment Advisors, LLC | $23.9M | 60,650 | 7.54% | 27q | -0.8%-$199.7K |
| Kestra Advisory Services, LLC | $23.6M | 59,901 | 0.08% | 24q | -2.3%-$543.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $23.6M | 59,880 | 0.01% | 30q | +90.8%+$11.2M |
| Waldron Private Wealth LLC | $23.4M | 59,303 | 0.81% | 31q | -2.6%-$613.4K |
| CITADEL ADVISORS LLC | $23.4M | 42,676 | 0.00% | 31q | +194.2%+$15.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $23.0M | 58,463 | 0.06% | 31q | -34.2%-$12.0M |
| Mariner, LLC | $22.2M | 56,396 | 0.02% | 31q | -8.5%-$2.1M |
| Mirae Asset Global Investments Co., Ltd. | $21.2M | 53,700 | 0.03% | 2q | -56.3%-$27.2M |
| Baird Financial Group, Inc. | $20.7M | 52,508 | 0.03% | 31q | +1.8%+$368.7K |
| Avantax Planning Partners, Inc. | $20.5M | 51,994 | 0.51% | 31q | -5.1%-$1.1M |
| AMG National Trust Bank | $20.4M | 51,759 | 0.42% | 31q | -1.5%-$307.3K |
| BARCLAYS PLC | $20.1M | 51,002 | 0.00% | 14q | +2566.1%+$19.3M |
| HBK INVESTMENTS L P | $19.7M | options only | 0.19% | 2q | OPTIONS |
| COURIER CAPITAL LLC | $19.6M | 49,719 | 0.98% | 31q | +1.3%+$248.6K |
| Wealthspire Advisors, LLC | $19.0M | 48,319 | 0.10% | 23q | -0.9%-$164.3K |
| LMG Wealth Partners, LLC | $18.7M | 47,501 | 2.99% | 15q | +0.5%+$93.8K |
| AXIOM INVESTORS LLC /DE | $18.3M | 46,400 | 0.16% | 11q | +52.1%+$6.3M |
| Steward Partners Investment Advisory, LLC | $17.9M | 45,510 | 0.09% | 31q | +0.8%+$146.9K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $17.8M | 45,212 | 0.12% | 31q | -45.1%-$14.7M |
| TOBIAS FINANCIAL ADVISORS, INC. | $16.8M | 42,656 | 2.13% | 18q | +0.6%+$98.9K |
| BLAIR WILLIAM & CO/IL | $16.3M | 41,456 | 0.04% | 31q | +5.4%+$832.4K |
| RTD Financial Advisors, Inc. | $15.6M | 39,530 | 1.70% | 19q | -3.2%-$521.2K |
| BlackRock, Inc. | $15.5M | 39,455 | 0.00% | 8q | -34.0%-$8.0M |
| Pinnacle Financial Partners, Inc. | $15.5M | 39,437 | 0.11% | 3q | +0.5%+$84.3K |
| WHITTIER TRUST CO OF NEVADA INC | $15.4M | 39,839 | 0.29% | 31q | -0.7%-$102.2K |
| Quent Capital, LLC | $15.3M | 38,920 | 0.94% | 19q | +0.7%+$111.5K |
| Hillcrest Wealth Advisors - NY, LLC | $15.1M | 38,392 | 5.41% | 31q | -1.1%-$160.7K |
| HSBC HOLDINGS PLC | $14.6M | 37,162 | 0.01% | 31q | -4.6%-$705.2K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $14.6M | 37,120 | 0.04% | 31q | -2.8%-$414.8K |
| Waverly Advisors, LLC | $14.6M | 37,077 | 0.08% | 17q | -5.0%-$774.1K |
Showing the largest 100 of 1,109 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 | 1,068 | $11.9B | 30,230,321 | 119 | 217 | 306 | 0.5% |
| Q1 2026 | 988 | $9.8B | 31,127,305 | 57 | 227 | 299 | 0.4% |
| Q4 2025 | 1,024 | $10.3B | 31,809,551 | 79 | 264 | 257 | 0.2% |
| Q3 2025 | 951 | $9.7B | 30,301,727 | 91 | 201 | 263 | 0.3% |
| Q2 2025 | 910 | $8.6B | 30,112,744 | 70 | 188 | 318 | 0.2% |
| Q1 2025 | 905 | $7.8B | 30,492,703 | 36 | 194 | 318 | 0.2% |
| Q4 2024 | 992 | $9.2B | 31,615,533 | 88 | 252 | 229 | 0.7% |
| Q3 2024 | 899 | $8.6B | 29,972,685 | 88 | 216 | 245 | 1.2% |
| Q2 2024 | 841 | $7.9B | 30,070,125 | 37 | 187 | 247 | 0.4% |
| Q1 2024 | 872 | $10.2B | 37,579,594 | 89 | 196 | 259 | 0.7% |
| Q4 2023 | 855 | $9.0B | 35,171,503 | 91 | 229 | 224 | 1.6% |
| Q3 2023 | 771 | $7.1B | 31,639,819 | 52 | 212 | 190 | 1.8% |
| Q2 2023 | 751 | $7.5B | 30,445,875 | 46 | 186 | 229 | 1.4% |
| Q1 2023 | 732 | $6.7B | 28,771,196 | 57 | 154 | 259 | 1.8% |
| Q4 2022 | 695 | $6.6B | 29,380,319 | 70 | 204 | 178 | 4.8% |
| Q3 2022 | 794 | $7.3B | 33,260,685 | 64 | 204 | 244 | 5.9% |
| Q2 2022 | 794 | $7.8B | 35,977,558 | 65 | 221 | 254 | 4.5% |
| Q1 2022 | 840 | $9.9B | 35,522,556 | 61 | 208 | 270 | 8.6% |
| Q4 2021 | 905 | $11.8B | 37,438,646 | 74 | 249 | 199 | 7.1% |
| Q3 2021 | 812 | $10.9B | 34,788,456 | 52 | 217 | 207 | 7.1% |
| Q2 2021 | 822 | $11.7B | 34,906,114 | 51 | 205 | 257 | 7.5% |
| Q1 2021 | 835 | $10.1B | 31,594,606 | 84 | 179 | 282 | 6.0% |
| Q4 2020 | 807 | $9.2B | 30,141,222 | 127 | 178 | 211 | 6.1% |
| Q3 2020 | 681 | $6.9B | 30,136,449 | 64 | 141 | 225 | 3.5% |
| Q2 2020 | 661 | $6.6B | 29,808,695 | 96 | 127 | 223 | 7.7% |
| Q1 2020 | 630 | $5.1B | 31,431,499 | 51 | 147 | 256 | 1.7% |
| Q4 2019 | 725 | $6.9B | 31,965,096 | 77 | 156 | 181 | 1.0% |
| Q3 2019 | 621 | $6.6B | 33,684,538 | 41 | 120 | 206 | 1.3% |
| Q2 2019 | 633 | $7.1B | 33,966,336 | 46 | 131 | 210 | 3.7% |
| Q1 2019 | 645 | $6.6B | 32,888,880 | 65 | 132 | 226 | 2.1% |
| Q4 2018 | 645 | $6.3B | 36,664,150 | 5 | 12 | 11 | 3.0% |