ISHARES TR (IWP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,176
Reporting holders
$16.3B
Reported value
0.1%
Held as options
+47
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 | $2.9B | 20,083,691 | 0.16% | 35q | +0.9%+$26.1M |
| BANK OF AMERICA CORP /DE/ | $1.0B | 7,000,459 | 0.07% | 31q | -1.4%-$14.7M |
| ENVESTNET ASSET MANAGEMENT INC | $858.9M | 5,866,456 | 0.20% | 31q | +1.6%+$13.8M |
| WELLS FARGO & COMPANY/MN | $781.1M | 5,335,358 | 0.13% | 31q | -48.1%-$722.7M |
| First Command Advisory Services, Inc. | $577.1M | 3,941,675 | 3.43% | 12q | HELD |
| LPL Financial LLC | $399.1M | 2,726,167 | 0.09% | 31q | +3.1%+$12.0M |
| UBS Group AG | $398.0M | 2,718,424 | 0.05% | 31q | -1.2%-$4.8M |
| AMERIPRISE FINANCIAL INC | $373.5M | 2,542,307 | 0.08% | 31q | -51.2%-$391.1M |
| PNC Financial Services Group, Inc. | $354.9M | 2,424,157 | 0.18% | 31q | HELD |
| Cassaday & Co Wealth Management LLC | $328.4M | 2,243,150 | 6.17% | 15q | +2.7%+$8.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $324.8M | 2,218,307 | 0.41% | 31q | -1.6%-$5.2M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $308.0M | 2,103,984 | 2.31% | 4q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $282.9M | 1,996,544 | 0.11% | 31q | -30.0%-$121.2M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $274.8M | 1,876,868 | 0.95% | 2q | -4.9%-$14.3M |
| COMMERCE BANK | $223.1M | 1,523,545 | 0.98% | 31q | -5.8%-$13.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $217.6M | 1,486,576 | 0.12% | 31q | +5.0%+$10.4M |
| US BANCORP \DE\ | $198.2M | 1,353,964 | 0.22% | 31q | -14.5%-$33.5M |
| Envestnet Portfolio Solutions, Inc. | $198.0M | 1,352,671 | 0.95% | 12q | -17.9%-$43.2M |
| Plante Moran Financial Advisors, LLC | $193.9M | 1,324,615 | 9.02% | 31q | +556460.9%+$193.9M |
| OSAIC HOLDINGS, INC. | $186.1M | 1,270,561 | 0.22% | 26q | +8.5%+$14.5M |
| FIRST CITIZENS BANK & TRUST CO | $182.0M | 1,242,947 | 2.72% | 31q | -19.0%-$42.6M |
| Cullen/Frost Bankers, Inc. | $173.9M | 1,188,094 | 1.71% | 30q | -6.7%-$12.6M |
| FMR LLC | $166.6M | 1,138,018 | 0.01% | 31q | -3.3%-$5.6M |
| RAYMOND JAMES FINANCIAL INC | $145.9M | 996,753 | 0.04% | 7q | -3.9%-$5.9M |
| ROYAL BANK OF CANADA | $134.5M | 918,632 | 0.02% | 31q | +21.6%+$23.9M |
| Financial Advisory Corp | $108.9M | 743,948 | 14.44% | 7q | -5.0%-$5.7M |
| American Family Investments, Inc. | $106.0M | 723,817 | 1.91% | 9q | +16.6%+$15.1M |
| Cetera Investment Advisers | $105.8M | 722,419 | 0.10% | 31q | +4.7%+$4.7M |
| Mariner, LLC | $97.1M | 662,972 | 0.10% | 31q | -1.7%-$1.7M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $96.9M | 662,087 | 5.80% | 6q | +31.2%+$23.0M |
| TRUIST FINANCIAL CORP | $94.0M | 641,849 | 0.11% | 31q | +0.6%+$573.8K |
| Focus Partners Wealth | $93.2M | 636,878 | 0.10% | 11q | -3.2%-$3.1M |
| CIBC Bancorp USA Inc. | $90.1M | 615,207 | 0.11% | 2q | -2.7%-$2.5M |
| JPMORGAN CHASE & CO | $85.2M | 588,919 | 0.00% | 31q | -2.9%-$2.6M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $82.4M | 563,017 | 4.66% | 31q | +2.2%+$1.8M |
| FIFTH THIRD BANCORP | $71.9M | 491,388 | 0.12% | 31q | -3.8%-$2.9M |
| STEPHENS INC /AR/ | $71.1M | 485,385 | 0.80% | 31q | -7.3%-$5.6M |
| Equitable Holdings, Inc. | $67.5M | 461,131 | 0.40% | 27q | -16.9%-$13.8M |
| GOLDMAN SACHS GROUP INC | $66.2M | 452,315 | 0.01% | 31q | +2.9%+$1.9M |
| Rodgers & Associates, LTD | $63.7M | 435,416 | 5.79% | 23q | +1.0%+$642.0K |
| Creative Planning | $60.8M | 415,398 | 0.04% | 31q | -1.9%-$1.2M |
| JOHNSON INVESTMENT COUNSEL INC | $58.7M | 401,192 | 0.43% | 31q | -0.5%-$298.4K |
| BNP PARIBAS FINANCIAL MARKETS | $57.9M | 395,460 | 0.02% | 6q | +32.1%+$14.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $54.2M | 370,317 | 0.01% | new | NEW |
| Corient Private Wealth LP | $50.4M | 344,331 | 0.03% | 15q | +147.7%+$30.1M |
| AMG National Trust Bank | $49.8M | 340,414 | 1.02% | 31q | +0.9%+$427.1K |
| Wescott Financial Advisory Group, LLC | $49.6M | 338,838 | 3.84% | 11q | HELD |
| Truepoint, Inc. | $47.0M | 320,731 | 0.98% | 31q | -4.6%-$2.3M |
| Krilogy Financial LLC | $45.9M | 313,541 | 1.36% | 26q | +2.3%+$1.0M |
| M&T Bank Corp | $44.5M | 303,981 | 0.13% | 26q | HELD |
| Cedar Mountain Advisors, LLC | $40.4M | 276,200 | 6.96% | 27q | +1.1%+$424.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $37.4M | 255,257 | 0.28% | 31q | -0.5%-$189.6K |
| Badgley Phelps Wealth Managers, LLC | $36.7M | 250,932 | 0.64% | 20q | +1.6%+$568.4K |
| Pinnacle Financial Partners, Inc. | $36.7M | 250,670 | 0.25% | 3q | -1.2%-$438.2K |
| Baird Financial Group, Inc. | $36.5M | 249,376 | 0.05% | 31q | +1.8%+$649.6K |
| HighTower Advisors, LLC | $35.9M | 245,402 | 0.03% | 31q | +1.1%+$399.0K |
| Rockefeller Capital Management L.P. | $33.2M | 226,826 | 0.05% | 30q | -0.8%-$269.5K |
| BOKF, NA | $32.6M | 222,647 | 0.45% | 30q | -1.3%-$430.0K |
| GenWealth Group, Inc. | $30.5M | 208,254 | 4.75% | new | NEW |
| RTD Financial Advisors, Inc. | $28.6M | 195,438 | 3.12% | 19q | +0.9%+$241.4K |
| Kestra Advisory Services, LLC | $28.3M | 193,126 | 0.09% | 24q | -2.2%-$631.9K |
| Lido Advisors, LLC | $28.2M | 192,603 | 0.08% | 24q | HELD |
| EP Wealth Advisors, LLC | $27.9M | 190,389 | 0.11% | 30q | -0.9%-$246.6K |
| OPPENHEIMER & CO INC | $27.5M | 187,930 | 0.29% | 31q | -6.2%-$1.8M |
| Orion Porfolio Solutions, LLC | $27.5M | 187,509 | 0.21% | 24q | -10.6%-$3.3M |
| KEYBANK NATIONAL ASSOCIATION/OH | $27.1M | 185,295 | 0.09% | 31q | +7.6%+$1.9M |
| Parkway Wealth Management Group, LLC | $27.1M | 184,822 | 3.12% | 3q | HELD |
| STIFEL FINANCIAL CORP | $26.0M | 177,600 | 0.02% | 31q | +9.3%+$2.2M |
| HSBC HOLDINGS PLC | $25.7M | 175,551 | 0.01% | 3q | +1.2%+$302.8K |
| Pacific Life Fund Advisors LLC | $25.5M | 264,305 | 2.80% | 6q | -56.4%-$33.0M |
| Integrated Investment Consultants, LLC | $25.1M | 171,138 | 4.93% | 30q | -5.3%-$1.4M |
| Accredited Investors Inc. | $24.9M | 170,300 | 1.08% | 31q | -3.3%-$850.4K |
| SVB WEALTH LLC | $24.8M | 169,224 | 1.56% | 5q | -4.6%-$1.2M |
| Pathstone Holdings, LLC | $24.7M | 168,554 | 0.07% | 11q | +68.3%+$10.0M |
| BANK OF MONTREAL /CAN/ | $24.4M | 166,511 | 0.01% | 31q | -6.2%-$1.6M |
| Washington Trust Bank | $24.4M | 166,435 | 1.70% | 19q | -4.9%-$1.3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $24.0M | 163,603 | 0.26% | 24q | +4.0%+$927.5K |
| Steward Partners Investment Advisory, LLC | $23.9M | 163,540 | 0.12% | 31q | -14.3%-$4.0M |
| Midwest Trust Co | $23.6M | 160,932 | 0.27% | 5q | +0.9%+$200.3K |
| MML INVESTORS SERVICES, LLC | $22.7M | 155,142 | 0.05% | 31q | +14.7%+$2.9M |
| Whitaker-Myers Wealth Managers, LTD. | $22.6M | 154,430 | 3.78% | 15q | +7.8%+$1.6M |
| CONGRESS ASSET MANAGEMENT CO | $22.6M | 154,279 | 0.14% | 31q | -50.4%-$23.0M |
| AE Wealth Management LLC | $22.4M | 152,890 | 0.10% | 31q | +28.0%+$4.9M |
| MAI Capital Management | $22.3M | 152,623 | 0.08% | 31q | -5.9%-$1.4M |
| TIAA TRUST, NATIONAL ASSOCIATION | $22.3M | 152,190 | 1.32% | 12q | -3.0%-$686.1K |
| Falcon Wealth Planning | $22.2M | 151,371 | 1.40% | 23q | +3.5%+$743.8K |
| Legacy Edge Advisors, LLC | $22.0M | 154,094 | 1.20% | 10q | +97.1%+$10.8M |
| StoryOne LLC | $21.7M | 148,100 | 10.25% | 3q | HELD |
| Mechanics Bank Trust Department | $21.3M | 145,534 | 2.64% | 24q | +4.2%+$854.7K |
| Mesirow Financial Investment Management, Inc. | $21.0M | 143,704 | 0.33% | 11q | -48.4%-$19.7M |
| STOCK YARDS BANK & TRUST CO | $20.4M | 139,072 | 0.29% | 25q | +107.3%+$10.5M |
| Wealthspire Advisors, LLC | $20.2M | 137,750 | 0.11% | 23q | HELD |
| Waverly Advisors, LLC | $19.8M | 135,272 | 0.11% | 31q | -22.1%-$5.6M |
| Intergy Private Wealth, LLC | $19.4M | 132,539 | 4.48% | 19q | +406.6%+$15.6M |
| NORTHERN TRUST CORP | $18.8M | 128,220 | 0.00% | 31q | -5.1%-$1.0M |
| CAPTRUST FINANCIAL ADVISORS | $18.7M | 127,771 | 0.03% | 31q | +5.6%+$989.3K |
| DIVERSIFIED MANAGEMENT INC | $18.2M | 124,322 | 3.89% | 3q | +1.0%+$176.0K |
| Stonebridge Financial Group, LLC | $17.6M | 120,345 | 1.34% | 7q | +2.3%+$393.1K |
| Private Advisor Group, LLC | $17.4M | 118,781 | 0.08% | 31q | -4.1%-$745.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $17.1M | 116,945 | 0.01% | 30q | +114.9%+$9.2M |
Showing the largest 100 of 1,217 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 | 1,176 | $16.3B | 111,292,509 | 97 | 285 | 338 | 0.1% |
| Q1 2026 | 1,129 | $15.1B | 117,711,610 | 55 | 305 | 323 | 0.1% |
| Q4 2025 | 1,188 | $15.9B | 115,563,403 | 78 | 330 | 279 | 0.2% |
| Q3 2025 | 1,127 | $15.6B | 109,411,704 | 60 | 278 | 328 | 0.4% |
| Q2 2025 | 1,111 | $13.9B | 99,663,409 | 118 | 256 | 329 | 0.5% |
| Q1 2025 | 1,036 | $12.0B | 102,126,794 | 51 | 273 | 331 | 0.2% |
| Q4 2024 | 1,074 | $12.5B | 98,842,579 | 90 | 249 | 272 | 0.1% |
| Q3 2024 | 962 | $10.2B | 86,763,764 | 55 | 257 | 273 | 0.1% |
| Q2 2024 | 955 | $9.7B | 87,597,918 | 48 | 234 | 292 | 0.1% |
| Q1 2024 | 969 | $13.4B | 117,102,370 | 75 | 244 | 296 | 0.1% |
| Q4 2023 | 936 | $11.4B | 109,044,040 | 84 | 258 | 223 | 0.1% |
| Q3 2023 | 844 | $8.8B | 96,353,939 | 45 | 207 | 240 | 0.1% |
| Q2 2023 | 835 | $9.1B | 94,220,692 | 57 | 203 | 246 | 0.1% |
| Q1 2023 | 792 | $8.5B | 94,587,655 | 52 | 169 | 276 | 0.1% |
| Q4 2022 | 741 | $8.0B | 95,767,244 | 69 | 152 | 243 | 0.1% |
| Q3 2022 | 815 | $8.3B | 105,849,357 | 47 | 218 | 254 | 0.1% |
| Q2 2022 | 830 | $8.4B | 104,814,413 | 47 | 231 | 279 | 0.4% |
| Q1 2022 | 899 | $10.3B | 101,582,117 | 63 | 220 | 314 | 0.8% |
| Q4 2021 | 949 | $12.8B | 108,931,310 | 77 | 244 | 227 | 1.8% |
| Q3 2021 | 831 | $11.8B | 104,780,856 | 59 | 203 | 227 | 0.1% |
| Q2 2021 | 818 | $11.9B | 105,269,874 | 51 | 207 | 236 | 0.0% |
| Q1 2021 | 803 | $11.2B | 109,597,821 | 39 | 205 | 280 | 0.1% |
| Q4 2020 | 816 | $11.7B | 113,557,974 | 85 | 646 | 19 | 0.1% |
| Q3 2020 | 719 | $9.7B | 56,183,999 | 65 | 159 | 233 | 0.3% |
| Q2 2020 | 688 | $9.0B | 56,961,917 | 95 | 158 | 236 | 0.1% |
| Q1 2020 | 624 | $7.0B | 57,627,624 | 55 | 157 | 229 | 0.2% |
| Q4 2019 | 689 | $8.2B | 53,898,503 | 60 | 172 | 154 | 0.0% |
| Q3 2019 | 585 | $7.6B | 54,083,923 | 37 | 128 | 203 | 0.0% |
| Q2 2019 | 591 | $7.8B | 54,909,517 | 58 | 147 | 185 | 0.4% |
| Q1 2019 | 573 | $6.6B | 48,724,586 | 78 | 136 | 175 | 0.3% |
| Q4 2018 | 529 | $5.8B | 51,198,509 | 5 | 6 | 7 | 0.1% |