ISHARES TR (IWR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,530
Reporting holders
$47.9B
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $10.9B | 99,650,083 | 4.37% | 31q | +7.2%+$732.8M |
| BANK OF AMERICA CORP /DE/ | $7.6B | 68,880,354 | 0.49% | 31q | +4.6%+$331.4M |
| WELLS FARGO & COMPANY/MN | $5.0B | 45,367,356 | 0.81% | 31q | -47.0%-$4.4B |
| US BANCORP \DE\ | $1.4B | 12,780,590 | 1.54% | 31q | -1.1%-$15.5M |
| PNC Financial Services Group, Inc. | $1.4B | 12,472,614 | 0.68% | 31q | +1.1%+$15.3M |
| MORGAN STANLEY | $1.3B | 11,932,912 | 0.07% | 35q | +8.6%+$104.4M |
| Bank of New York Mellon Corp | $1.2B | 10,734,592 | 0.19% | 31q | HELD |
| Baird Financial Group, Inc. | $1.2B | 10,660,298 | 1.62% | 31q | +18.8%+$186.5M |
| NORTHERN TRUST CORP | $1.1B | 10,120,436 | 0.13% | 31q | -0.6%-$7.2M |
| ROYAL BANK OF CANADA | $895.3M | 8,115,880 | 0.13% | 31q | +3.1%+$26.6M |
| JPMORGAN CHASE & CO | $812.9M | 7,379,679 | 0.04% | 31q | +6.8%+$51.6M |
| UBS Group AG | $811.2M | 7,353,365 | 0.10% | 31q | +1.5%+$11.9M |
| ENVESTNET ASSET MANAGEMENT INC | $496.5M | 4,500,690 | 0.12% | 31q | +0.7%+$3.2M |
| TRUIST FINANCIAL CORP | $454.5M | 4,120,231 | 0.54% | 31q | -1.4%-$6.3M |
| FMR LLC | $427.2M | 3,871,981 | 0.02% | 31q | -5.3%-$23.9M |
| AMG National Trust Bank | $426.9M | 3,869,983 | 8.75% | 31q | HELD |
| LPL Financial LLC | $411.5M | 3,730,141 | 0.09% | 31q | -0.7%-$2.8M |
| CIBC Bancorp USA Inc. | $348.4M | 3,158,174 | 0.42% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $340.2M | 3,077,347 | 0.07% | 31q | -49.0%-$326.7M |
| JOHNSON INVESTMENT COUNSEL INC | $331.2M | 3,001,929 | 2.42% | 31q | +3.2%+$10.4M |
| RAYMOND JAMES FINANCIAL INC | $308.3M | 2,794,796 | 0.08% | 7q | HELD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $302.9M | 2,745,783 | 1.04% | 2q | -2.3%-$7.2M |
| Glenview Trust Co | $286.7M | 2,758,669 | 2.11% | 31q | +104.2%+$146.3M |
| FIFTH THIRD BANCORP | $275.9M | 2,501,173 | 0.45% | 31q | -1.8%-$5.2M |
| Cetera Investment Advisers | $234.8M | 2,128,236 | 0.21% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $219.0M | 1,984,789 | 0.07% | 31q | +0.9%+$2.0M |
| GOLDMAN SACHS GROUP INC | $218.1M | 1,976,882 | 0.02% | 31q | +0.5%+$1.1M |
| Pathstone Holdings, LLC | $210.1M | 1,904,250 | 0.61% | 11q | HELD |
| Mariner, LLC | $190.6M | 1,727,554 | 0.20% | 31q | -1.2%-$2.3M |
| KEYBANK NATIONAL ASSOCIATION/OH | $171.8M | 1,557,703 | 0.57% | 31q | -0.6%-$1.0M |
| COMMERCE BANK | $158.8M | 1,439,471 | 0.70% | 31q | -2.6%-$4.2M |
| Pinnacle Financial Partners, Inc. | $137.4M | 1,245,534 | 0.94% | 3q | -0.6%-$881.1K |
| OAKWORTH CAPITAL, INC. | $136.6M | 1,239,128 | 6.50% | 31q | +1.9%+$2.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $134.0M | 1,214,574 | 0.07% | 31q | +1.4%+$1.9M |
| Waverly Advisors, LLC | $131.0M | 1,187,415 | 0.76% | 31q | +8.0%+$9.8M |
| STOCK YARDS BANK & TRUST CO | $129.4M | 1,173,370 | 1.85% | 31q | +111.9%+$68.4M |
| Performa Ltd (US), LLC | $124.0M | 1,124,020 | 20.01% | 12q | +465.1%+$102.1M |
| Corient Private Wealth LP | $119.4M | 1,082,652 | 0.08% | 15q | +121.6%+$65.6M |
| Atlantic Union Bankshares Corp | $114.3M | 1,035,865 | 1.91% | 30q | +19.5%+$18.7M |
| First Western Trust Bank | $112.9M | 1,022,959 | 5.50% | 18q | -1.7%-$1.9M |
| UMB Bank, n.a. | $111.7M | 1,012,156 | 1.41% | 31q | +4.9%+$5.2M |
| ALERUS FINANCIAL NA | $108.7M | 985,225 | 4.75% | 31q | +0.6%+$637.1K |
| Cerity Partners LLC | $106.9M | 969,045 | 0.13% | 31q | +7.9%+$7.8M |
| GERMAN AMERICAN BANCORP, INC. | $106.2M | 962,740 | 7.98% | 31q | HELD |
| Rockefeller Capital Management L.P. | $106.0M | 961,062 | 0.16% | 31q | +1.2%+$1.3M |
| Lido Advisors, LLC | $103.7M | 940,349 | 0.28% | 23q | +2.5%+$2.5M |
| Creative Planning | $103.3M | 936,524 | 0.06% | 31q | -2.2%-$2.3M |
| JMG Financial Group, Ltd. | $100.8M | 913,629 | 2.43% | 31q | HELD |
| WASHINGTON TRUST Co | $99.8M | 904,618 | 3.10% | 31q | -0.8%-$784.3K |
| OSAIC HOLDINGS, INC. | $98.9M | 895,795 | 0.12% | 26q | +20.2%+$16.6M |
| River Wealth Advisors LLC | $94.9M | 914,024 | 5.20% | 26q | +103.0%+$48.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $92.5M | 838,027 | 0.12% | 31q | -3.0%-$2.9M |
| Millburn Ridgefield LLC /DE/ | $84.8M | 768,475 | 1.61% | 31q | HELD |
| Catalyst Capital Advisors LLC | $84.8M | 768,475 | 1.41% | 31q | HELD |
| Clearstead Advisors, LLC | $84.1M | 762,482 | 0.79% | 31q | -0.8%-$689.3K |
| FACTORY MUTUAL INSURANCE CO | $83.7M | 758,700 | 0.79% | 20q | HELD |
| International City Management Association Retirement Corp | $77.5M | 702,067 | 33.67% | 15q | HELD |
| NorthRock Partners, LLC | $75.1M | 680,478 | 1.09% | 28q | -3.9%-$3.0M |
| FRANKLIN RESOURCES INC | $73.6M | 666,991 | 0.02% | 31q | HELD |
| Citizens Business Bank | $70.0M | 634,403 | 10.54% | 50q | -2.5%-$1.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $68.4M | 619,637 | 0.04% | 30q | +106.7%+$35.3M |
| Legacy Edge Advisors, LLC | $67.4M | 656,658 | 3.67% | 10q | +77.8%+$29.5M |
| FIRST FOUNDATION ADVISORS | $64.3M | 583,207 | 2.31% | 26q | +5.3%+$3.2M |
| Steward Partners Investment Advisory, LLC | $62.8M | 569,685 | 0.32% | 31q | +2.8%+$1.7M |
| Robertson Stephens Wealth Management, LLC | $62.4M | 565,606 | 1.54% | 31q | +79.2%+$27.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.9M | 563,031 | 0.10% | 23q | +1.6%+$946.5K |
| Mesirow Financial Investment Management, Inc. | $61.0M | 553,000 | 0.96% | 11q | -50.9%-$63.2M |
| Focus Partners Wealth | $58.2M | 527,777 | 0.06% | 11q | +3.5%+$2.0M |
| ALBION FINANCIAL GROUP /UT | $57.4M | 519,943 | 3.32% | 30q | -39.4%-$37.2M |
| Badgley Phelps Wealth Managers, LLC | $57.3M | 519,161 | 1.00% | 20q | -24.7%-$18.8M |
| MAI Capital Management | $55.3M | 500,852 | 0.21% | 31q | +14.1%+$6.8M |
| HighTower Advisors, LLC | $54.0M | 489,160 | 0.05% | 31q | -3.6%-$2.0M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $50.4M | 456,804 | 0.16% | 31q | -37.0%-$29.6M |
| HUNTINGTON NATIONAL BANK | $48.8M | 442,596 | 0.24% | 31q | -4.3%-$2.2M |
| STEPHENS INC /AR/ | $48.2M | 436,558 | 0.54% | 31q | +4.2%+$1.9M |
| Wilmington Savings Fund Society, FSB | $48.2M | 436,496 | 1.07% | 35q | +6.3%+$2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $48.1M | 435,907 | 0.01% | 3q | +16.0%+$6.6M |
| Composition Wealth, LLC | $47.8M | 433,150 | 0.56% | 31q | -1.8%-$879.2K |
| M&T Bank Corp | $45.5M | 412,823 | 0.13% | 26q | HELD |
| Stegner Investment Associates Inc. | $45.0M | 407,479 | 21.37% | 24q | -3.1%-$1.4M |
| Consolidated Investment Group LLC | $39.9M | 362,100 | 3.47% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $39.9M | 361,621 | 0.01% | 31q | +75.6%+$17.2M |
| MML INVESTORS SERVICES, LLC | $39.7M | 359,566 | 0.08% | 31q | +18.5%+$6.2M |
| CAPTRUST FINANCIAL ADVISORS | $39.1M | 354,020 | 0.06% | 31q | -0.8%-$328.0K |
| BROWN ADVISORY INC | $39.0M | 353,648 | 0.06% | 31q | -5.4%-$2.2M |
| Gilbert & Cook, Inc. | $37.6M | 340,536 | 4.32% | 31q | -1.3%-$503.4K |
| Coastline Trust Co | $37.3M | 337,887 | 3.31% | 31q | HELD |
| TIAA TRUST, NATIONAL ASSOCIATION | $35.8M | 324,669 | 2.12% | 12q | -1.5%-$536.3K |
| Beacon Pointe Advisors, LLC | $35.7M | 323,153 | 0.17% | 30q | +1.6%+$561.1K |
| D.A. DAVIDSON & CO. | $35.5M | 321,949 | 0.20% | 31q | HELD |
| AE Wealth Management LLC | $35.3M | 319,557 | 0.16% | 31q | -3.6%-$1.3M |
| MCF Advisors LLC | $35.1M | 318,059 | 1.25% | 18q | HELD |
| INTRUST BANK NA | $34.2M | 309,639 | 2.52% | 2q | +13.5%+$4.1M |
| CCG WEALTH MANAGEMENT, LLC | $33.1M | 300,147 | 7.68% | 12q | +6.5%+$2.0M |
| Concurrent Investment Advisors, LLC | $33.0M | 299,390 | 0.28% | 11q | +29.8%+$7.6M |
| Dakota Wealth Management | $32.4M | 293,538 | 0.62% | 31q | -8.4%-$3.0M |
| STIFEL FINANCIAL CORP | $32.2M | 291,923 | 0.03% | 31q | -2.6%-$864.6K |
| REGIONS FINANCIAL CORP | $31.7M | 286,968 | 0.19% | 31q | -9.4%-$3.3M |
| Kestra Advisory Services, LLC | $31.3M | 283,575 | 0.10% | 24q | -9.2%-$3.2M |
| NewEdge Advisors, LLC | $31.1M | 282,266 | 0.09% | new | NEW |
Showing the largest 100 of 1,588 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 | 1,530 | $47.9B | 435,242,533 | 115 | 388 | 432 | 0.0% |
| Q1 2026 | 1,455 | $44.6B | 459,997,663 | 78 | 351 | 448 | 0.0% |
| Q4 2025 | 1,464 | $38.2B | 396,843,959 | 88 | 424 | 333 | 0.0% |
| Q3 2025 | 1,373 | $37.2B | 385,921,208 | 70 | 344 | 386 | 0.0% |
| Q2 2025 | 1,367 | $34.6B | 376,351,469 | 109 | 362 | 390 | 0.0% |
| Q1 2025 | 1,298 | $31.3B | 368,596,614 | 71 | 327 | 408 | 0.1% |
| Q4 2024 | 1,338 | $31.4B | 354,803,653 | 91 | 356 | 338 | 0.0% |
| Q3 2024 | 1,214 | $29.9B | 339,037,469 | 90 | 306 | 343 | 0.0% |
| Q2 2024 | 1,163 | $27.4B | 337,729,389 | 60 | 314 | 348 | 0.0% |
| Q1 2024 | 1,169 | $28.4B | 337,733,666 | 69 | 283 | 390 | 0.0% |
| Q4 2023 | 1,151 | $25.7B | 330,458,600 | 88 | 330 | 308 | 0.1% |
| Q3 2023 | 1,040 | $21.5B | 310,064,241 | 56 | 295 | 263 | 0.1% |
| Q2 2023 | 1,034 | $22.5B | 308,375,196 | 60 | 236 | 330 | 0.1% |
| Q1 2023 | 997 | $22.2B | 313,418,792 | 54 | 222 | 325 | 0.1% |
| Q4 2022 | 932 | $19.8B | 294,304,905 | 65 | 245 | 265 | 0.0% |
| Q3 2022 | 1,064 | $19.8B | 318,143,240 | 53 | 275 | 311 | 0.1% |
| Q2 2022 | 1,078 | $20.5B | 316,755,906 | 58 | 301 | 312 | 0.0% |
| Q1 2022 | 1,128 | $24.1B | 310,536,792 | 66 | 334 | 323 | 0.0% |
| Q4 2021 | 1,136 | $25.3B | 304,553,251 | 73 | 349 | 239 | 0.1% |
| Q3 2021 | 1,015 | $23.0B | 294,017,534 | 52 | 273 | 247 | 0.1% |
| Q2 2021 | 1,013 | $23.2B | 292,041,354 | 64 | 273 | 289 | 0.1% |
| Q1 2021 | 1,000 | $21.5B | 289,848,210 | 84 | 243 | 309 | 0.2% |
| Q4 2020 | 952 | $19.6B | 284,653,398 | 89 | 234 | 266 | 0.3% |
| Q3 2020 | 843 | $16.3B | 284,445,023 | 44 | 170 | 309 | 0.2% |
| Q2 2020 | 837 | $15.3B | 284,290,001 | 73 | 206 | 321 | 0.2% |
| Q1 2020 | 815 | $12.3B | 284,449,296 | 50 | 226 | 312 | 0.1% |
| Q4 2019 | 891 | $16.6B | 277,997,444 | 67 | 224 | 214 | 0.0% |
| Q3 2019 | 769 | $15.3B | 272,637,729 | 37 | 207 | 220 | 0.1% |
| Q2 2019 | 763 | $14.7B | 263,580,991 | 46 | 201 | 231 | 0.1% |
| Q1 2019 | 762 | $13.6B | 251,236,477 | 59 | 192 | 257 | 0.0% |
| Q4 2018 | 750 | $11.9B | 254,763,766 | 7 | 37 | 0 | 0.0% |