ISHARES TR (IWS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,003
Reporting holders
$11.7B
Reported value
0.0%
Held as options
+51
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 | $1.3B | 8,080,549 | 0.07% | 35q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $1.2B | 6,991,663 | 0.46% | 31q | -9.2%-$117.3M |
| WELLS FARGO & COMPANY/MN | $597.3M | 3,628,958 | 0.10% | 31q | -53.9%-$697.5M |
| BANK OF AMERICA CORP /DE/ | $575.1M | 3,493,811 | 0.04% | 31q | -2.1%-$12.1M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $450.0M | 2,733,733 | 1.55% | 2q | +2.3%+$9.9M |
| Envestnet Portfolio Solutions, Inc. | $415.2M | 2,522,416 | 1.99% | 12q | -9.3%-$42.8M |
| FIRST CITIZENS BANK & TRUST CO | $396.5M | 2,408,682 | 5.93% | 31q | -9.7%-$42.4M |
| ROYAL BANK OF CANADA | $358.1M | 2,175,825 | 0.05% | 31q | -8.5%-$33.1M |
| US BANCORP \DE\ | $326.7M | 1,985,054 | 0.36% | 31q | -2.4%-$8.1M |
| FMR LLC | $315.2M | 1,915,152 | 0.01% | 31q | -0.7%-$2.1M |
| COMMERCE BANK | $314.8M | 1,912,761 | 1.38% | 31q | -3.4%-$11.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $307.5M | 1,868,064 | 0.39% | 31q | HELD |
| UBS Group AG | $277.5M | 1,686,200 | 0.04% | 31q | -5.2%-$15.1M |
| PNC Financial Services Group, Inc. | $201.6M | 1,224,739 | 0.10% | 31q | -2.2%-$4.4M |
| LPL Financial LLC | $200.9M | 1,220,367 | 0.05% | 31q | -2.1%-$4.4M |
| Cassaday & Co Wealth Management LLC | $171.8M | 1,043,989 | 3.23% | 15q | +2.0%+$3.3M |
| AMERIPRISE FINANCIAL INC | $168.9M | 1,024,250 | 0.03% | 31q | -48.4%-$158.5M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $154.9M | 940,874 | 9.27% | 6q | -0.7%-$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $138.0M | 838,328 | 0.03% | 31q | -10.9%-$17.0M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $125.3M | 761,386 | 0.94% | 4q | -1.2%-$1.6M |
| JPMORGAN CHASE & CO | $125.3M | 759,625 | 0.01% | 31q | -3.5%-$4.6M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $116.9M | 709,976 | 6.60% | 31q | HELD |
| STEPHENS INC /AR/ | $110.2M | 669,651 | 1.24% | 31q | -2.0%-$2.3M |
| RAYMOND JAMES FINANCIAL INC | $105.5M | 641,160 | 0.03% | 7q | -1.2%-$1.3M |
| Heritage Wealth Advisors | $88.0M | 534,456 | 3.02% | 31q | -2.0%-$1.8M |
| Cetera Investment Advisers | $73.9M | 448,812 | 0.07% | 31q | +4.1%+$2.9M |
| MONEY CONCEPTS CAPITAL CORP | $73.0M | 443,267 | 3.38% | 10q | +3.2%+$2.2M |
| TRUIST FINANCIAL CORP | $71.3M | 433,102 | 0.09% | 31q | -0.9%-$659.9K |
| AE Wealth Management LLC | $60.6M | 368,117 | 0.28% | 31q | -3.2%-$2.0M |
| AMG National Trust Bank | $50.9M | 309,347 | 1.04% | 31q | -1.9%-$991.2K |
| Lido Advisors, LLC | $50.8M | 308,877 | 0.14% | 25q | -3.8%-$2.0M |
| Mariner, LLC | $49.1M | 298,489 | 0.05% | 31q | +1.9%+$893.0K |
| Corient Private Wealth LP | $46.3M | 281,323 | 0.03% | 15q | +113.1%+$24.6M |
| SVB WEALTH LLC | $45.5M | 276,422 | 2.87% | 5q | +5.8%+$2.5M |
| Cedar Mountain Advisors, LLC | $41.6M | 252,713 | 7.16% | 27q | HELD |
| Chicago Partners Investment Group LLC | $41.4M | 251,143 | 0.83% | 31q | -1.6%-$655.8K |
| GLOBALT Investments LLC / GA | $40.5M | 246,217 | 1.37% | 11q | -2.6%-$1.1M |
| Focus Partners Wealth | $39.9M | 242,638 | 0.04% | 11q | +0.6%+$257.4K |
| ANCHOR CAPITAL ADVISORS LLC | $39.0M | 236,815 | 1.10% | 31q | -14.9%-$6.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.5M | 227,724 | 0.02% | 31q | -5.8%-$2.3M |
| HighTower Advisors, LLC | $36.3M | 220,288 | 0.04% | 31q | +0.8%+$273.1K |
| OSAIC HOLDINGS, INC. | $35.8M | 217,129 | 0.04% | 26q | +7.0%+$2.3M |
| LPWM LLC | $35.6M | 216,410 | 7.90% | 27q | -4.5%-$1.7M |
| TIAA TRUST, NATIONAL ASSOCIATION | $35.2M | 214,090 | 2.08% | 12q | -1.2%-$420.6K |
| FIFTH THIRD BANCORP | $33.3M | 202,538 | 0.05% | 31q | -0.7%-$227.1K |
| KEYBANK NATIONAL ASSOCIATION/OH | $32.3M | 196,189 | 0.11% | 31q | -1.2%-$390.1K |
| Baird Financial Group, Inc. | $30.3M | 184,290 | 0.04% | 31q | +9.0%+$2.5M |
| Badgley Phelps Wealth Managers, LLC | $29.8M | 181,221 | 0.52% | 20q | +1.5%+$447.7K |
| CIBC Bancorp USA Inc. | $29.4M | 178,812 | 0.04% | 2q | +9.0%+$2.4M |
| GOLDMAN SACHS GROUP INC | $29.2M | 177,365 | 0.00% | 31q | -9.2%-$3.0M |
| Arax Advisory Partners | $28.8M | 175,240 | 0.19% | 3q | +36.6%+$7.7M |
| Wescott Financial Advisory Group, LLC | $28.8M | 175,179 | 2.23% | 23q | -3.2%-$940.0K |
| Rockefeller Capital Management L.P. | $28.8M | 175,026 | 0.04% | 31q | -1.6%-$471.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $28.4M | 172,757 | 0.21% | 31q | -2.7%-$783.0K |
| Kestra Advisory Services, LLC | $27.9M | 169,326 | 0.09% | 24q | -1.1%-$296.9K |
| Rodgers & Associates, LTD | $27.3M | 165,969 | 2.48% | 23q | -2.8%-$774.8K |
| Parkway Wealth Management Group, LLC | $27.3M | 165,703 | 3.15% | 3q | HELD |
| First Citizens Asset Management, Inc. | $27.2M | 165,173 | 8.69% | 16q | HELD |
| Pinnacle Financial Partners, Inc. | $25.1M | 152,413 | 0.17% | 3q | HELD |
| M&T Bank Corp | $24.8M | 150,670 | 0.07% | 26q | -0.9%-$218.3K |
| Asset Management Group, Inc. | $24.8M | 150,365 | 3.62% | 31q | -0.9%-$232.3K |
| RTD Financial Advisors, Inc. | $23.7M | 143,704 | 2.58% | 19q | HELD |
| STIFEL FINANCIAL CORP | $23.0M | 139,810 | 0.02% | 31q | -0.7%-$162.8K |
| CAPTRUST FINANCIAL ADVISORS | $21.7M | 132,040 | 0.03% | 31q | +2.6%+$556.5K |
| Creative Planning | $21.5M | 130,880 | 0.01% | 31q | -1.8%-$394.5K |
| Prosperity Consulting Group, LLC | $20.3M | 123,463 | 0.77% | 12q | +9.2%+$1.7M |
| Steward Partners Investment Advisory, LLC | $20.1M | 122,009 | 0.10% | 31q | +1.2%+$229.9K |
| Sterling Capital Management LLC | $19.6M | 119,234 | 0.33% | 12q | -5.0%-$1.0M |
| HSBC HOLDINGS PLC | $19.0M | 115,302 | 0.01% | 3q | +2.8%+$519.8K |
| Fifth Third Securities, Inc. | $18.8M | 114,199 | 1.07% | 17q | -3.0%-$571.8K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $18.5M | 112,413 | 0.32% | 24q | +7.6%+$1.3M |
| Avantax Planning Partners, Inc. | $18.3M | 111,409 | 0.46% | 24q | -2.4%-$448.7K |
| Waverly Advisors, LLC | $17.6M | 107,050 | 0.10% | 31q | -0.9%-$165.8K |
| Legacy Edge Advisors, LLC | $16.9M | 114,040 | 0.92% | 10q | +102.2%+$8.5M |
| Kingdom Financial Group LLC. | $16.1M | 97,730 | 4.11% | 13q | -0.9%-$145.7K |
| NORTHERN TRUST CORP | $16.0M | 97,509 | 0.00% | 31q | -15.9%-$3.0M |
| FIRST HORIZON CORP | $15.6M | 94,904 | 0.60% | 8q | +2.1%+$325.7K |
| MAI Capital Management | $15.5M | 94,471 | 0.06% | 31q | +6.6%+$958.6K |
| Processus Wealth & Capital Management, LLC | $15.3M | 93,090 | 4.51% | 11q | +102.8%+$7.8M |
| Bishop & Co Investment Management, LLC | $15.3M | 92,765 | 4.70% | 31q | HELD |
| Occidental Asset Management, LLC | $15.2M | 92,587 | 1.51% | 50q | -1.0%-$149.1K |
| BOKF, NA | $14.7M | 89,096 | 0.20% | 30q | HELD |
| BANK OF MONTREAL /CAN/ | $14.2M | 86,319 | 0.00% | 31q | +1.3%+$183.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $14.1M | 85,664 | 0.01% | 30q | +144.6%+$8.3M |
| JOHNSON INVESTMENT COUNSEL INC | $13.8M | 84,109 | 0.10% | 31q | -1.2%-$166.6K |
| NewEdge Advisors, LLC | $13.8M | 83,687 | 0.04% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $13.8M | 83,598 | 0.15% | 22q | +2.4%+$327.9K |
| Savant Capital, LLC | $13.5M | 81,731 | 0.04% | 23q | +0.9%+$125.9K |
| Clearstead Advisors, LLC | $13.4M | 81,640 | 0.13% | 26q | -1.4%-$188.8K |
| Moran Wealth Management, LLC | $12.9M | 78,357 | 0.35% | 4q | +3174.4%+$12.5M |
| Pathstone Holdings, LLC | $12.8M | 78,000 | 0.04% | 11q | +193.6%+$8.5M |
| LifeWealth Investments, LLC | $12.7M | 77,276 | 3.40% | 7q | HELD |
| WestHill Financial Advisors, Inc. | $12.3M | 74,979 | 2.10% | 22q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $12.2M | 74,326 | 0.15% | 34q | HELD |
| JMG Financial Group, Ltd. | $12.1M | 73,795 | 0.29% | 31q | HELD |
| Sentinel Advisory Group, LLC | $11.3M | 68,855 | 4.63% | 2q | +5.4%+$580.5K |
| One Capital Management, LLC | $11.2M | 77,058 | 0.31% | 31q | HELD |
| XML Financial, LLC | $11.2M | 68,063 | 0.81% | 27q | HELD |
| MML INVESTORS SERVICES, LLC | $11.2M | 68,028 | 0.02% | 31q | +2.2%+$246.1K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $11.1M | 67,423 | 1.13% | 31q | +3.2%+$348.0K |
Showing the largest 100 of 1,041 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 | 1,003 | $11.7B | 70,817,975 | 86 | 230 | 300 | 0.0% |
| Q1 2026 | 952 | $11.6B | 79,157,063 | 65 | 203 | 305 | 0.0% |
| Q4 2025 | 950 | $11.0B | 78,016,505 | 67 | 254 | 237 | 0.0% |
| Q3 2025 | 896 | $10.6B | 75,949,697 | 70 | 202 | 262 | 0.0% |
| Q2 2025 | 880 | $10.3B | 78,073,751 | 52 | 212 | 283 | 0.0% |
| Q1 2025 | 875 | $10.0B | 79,196,189 | 43 | 182 | 300 | 0.0% |
| Q4 2024 | 897 | $10.2B | 78,952,053 | 54 | 231 | 226 | 0.0% |
| Q3 2024 | 830 | $10.2B | 76,821,302 | 58 | 182 | 250 | 0.0% |
| Q2 2024 | 804 | $9.5B | 78,539,154 | 44 | 209 | 254 | 0.1% |
| Q1 2024 | 798 | $12.8B | 102,008,919 | 54 | 189 | 275 | 0.1% |
| Q4 2023 | 790 | $10.9B | 93,816,365 | 72 | 218 | 233 | 0.1% |
| Q3 2023 | 722 | $8.9B | 85,654,731 | 38 | 167 | 246 | 0.1% |
| Q2 2023 | 721 | $9.4B | 85,832,192 | 35 | 183 | 241 | 0.0% |
| Q1 2023 | 711 | $9.6B | 90,258,633 | 41 | 165 | 239 | 0.1% |
| Q4 2022 | 678 | $9.2B | 87,526,743 | 71 | 183 | 193 | 0.1% |
| Q3 2022 | 747 | $9.7B | 100,950,509 | 48 | 194 | 245 | 0.0% |
| Q2 2022 | 759 | $10.0B | 97,978,072 | 55 | 230 | 218 | 0.0% |
| Q1 2022 | 765 | $11.6B | 96,558,807 | 55 | 221 | 196 | 0.0% |
| Q4 2021 | 785 | $12.3B | 100,206,026 | 75 | 231 | 158 | 0.0% |
| Q3 2021 | 672 | $10.5B | 92,619,248 | 44 | 194 | 170 | 0.0% |
| Q2 2021 | 675 | $10.5B | 91,235,057 | 59 | 196 | 199 | 0.0% |
| Q1 2021 | 661 | $10.2B | 93,240,456 | 70 | 166 | 222 | 0.0% |
| Q4 2020 | 633 | $9.3B | 95,835,626 | 86 | 160 | 157 | 0.1% |
| Q3 2020 | 541 | $7.5B | 92,541,235 | 44 | 123 | 187 | 0.0% |
| Q2 2020 | 542 | $7.3B | 95,099,993 | 55 | 112 | 223 | 0.0% |
| Q1 2020 | 534 | $6.5B | 101,348,254 | 44 | 156 | 193 | 0.0% |
| Q4 2019 | 622 | $8.9B | 94,175,455 | 53 | 179 | 129 | 0.0% |
| Q3 2019 | 538 | $8.1B | 89,783,099 | 30 | 137 | 164 | 0.0% |
| Q2 2019 | 541 | $7.8B | 87,202,154 | 38 | 159 | 154 | 0.0% |
| Q1 2019 | 561 | $6.4B | 73,147,466 | 52 | 126 | 205 | 0.0% |
| Q4 2018 | 532 | $7.3B | 96,026,910 | 4 | 7 | 8 | 0.0% |