ISHARES TR (IWV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
880
Reporting holders
$11.3B
Reported value
0.2%
Held as options
+46
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $835.8M | 1,960,068 | 0.07% | 31q | +15.2%+$110.1M |
| SCS Capital Management LLC | $792.5M | 1,858,646 | 7.49% | 31q | HELD |
| American Family Investments, Inc. | $693.9M | 1,627,426 | 12.52% | 5q | +92.9%+$334.2M |
| MORGAN STANLEY | $492.6M | 1,155,278 | 0.03% | 35q | -12.3%-$69.3M |
| BlackRock, Inc. | $428.3M | 1,004,513 | 0.01% | 8q | -44.2%-$339.2M |
| NORTHERN TRUST CORP | $423.6M | 993,509 | 0.05% | 31q | -0.5%-$2.3M |
| BANK OF AMERICA CORP /DE/ | $290.0M | 680,045 | 0.02% | 31q | -26.4%-$103.8M |
| Pitcairn Wealth Advisors LLC | $214.6M | 503,370 | 23.51% | 3q | -0.8%-$1.8M |
| MERCER GLOBAL ADVISORS INC /ADV | $206.4M | 483,999 | 0.13% | 24q | +75.5%+$88.8M |
| JPMORGAN CHASE & CO | $203.1M | 479,995 | 0.01% | 31q | +0.9%+$1.8M |
| LPL Financial LLC | $198.5M | 465,469 | 0.04% | 31q | +1.8%+$3.5M |
| Focus Partners Wealth | $187.7M | 440,213 | 0.19% | 11q | +22.1%+$34.0M |
| Corient Private Wealth LP | $185.5M | 434,926 | 0.12% | 15q | +92.4%+$89.0M |
| AMERIPRISE FINANCIAL INC | $173.0M | 405,547 | 0.03% | 31q | -49.2%-$167.4M |
| PNC Financial Services Group, Inc. | $148.7M | 348,820 | 0.07% | 31q | +3.9%+$5.6M |
| Bank of New York Mellon Corp | $141.4M | 331,519 | 0.02% | 31q | -2.1%-$3.0M |
| HighTower Advisors, LLC | $136.2M | 319,386 | 0.13% | 31q | HELD |
| FMR LLC | $128.7M | 301,846 | 0.01% | 31q | -22.2%-$36.7M |
| UBS Group AG | $126.2M | 295,890 | 0.02% | 31q | HELD |
| TLWM | $124.9M | 292,816 | 20.30% | 31q | HELD |
| Gotham Asset Management, LLC | $124.7M | 292,440 | 0.29% | 2q | +1.3%+$1.6M |
| Lido Advisors, LLC | $114.7M | 268,919 | 0.31% | 31q | -2.2%-$2.6M |
| WELLS FARGO & COMPANY/MN | $104.2M | 244,347 | 0.02% | 31q | -51.6%-$111.0M |
| Wealthspire Advisors, LLC | $90.7M | 212,799 | 0.50% | 23q | +414.2%+$73.1M |
| CAPTRUST FINANCIAL ADVISORS | $86.3M | 202,285 | 0.13% | 31q | +23.6%+$16.5M |
| BLAIR WILLIAM & CO/IL | $82.6M | 193,707 | 0.22% | 31q | HELD |
| Bricktown Capital, LLC | $79.8M | 187,144 | 14.42% | 6q | -15.9%-$15.1M |
| STEPHENS INC /AR/ | $75.8M | 177,801 | 0.85% | 31q | +8.3%+$5.8M |
| Geneos Wealth Management Inc. | $71.6M | 167,834 | 1.46% | 42q | -1.6%-$1.1M |
| Calamos Wealth Management LLC | $69.7M | 163,526 | 2.10% | 31q | +6.2%+$4.1M |
| BANK OF NOVA SCOTIA | $68.1M | 159,700 | 0.10% | 10q | HELD |
| DAVIS R M INC | $68.1M | 159,675 | 1.07% | 31q | HELD |
| Pathstone Holdings, LLC | $67.8M | 159,058 | 0.20% | 11q | +493.0%+$56.4M |
| RAYMOND JAMES FINANCIAL INC | $66.7M | 156,335 | 0.02% | 7q | HELD |
| BROWN ADVISORY INC | $64.6M | 151,447 | 0.10% | 31q | -5.6%-$3.8M |
| AQR CAPITAL MANAGEMENT LLC | $63.9M | 149,816 | 0.02% | 10q | +22.1%+$11.6M |
| Cetera Investment Advisers | $63.5M | 148,874 | 0.06% | 23q | HELD |
| Waverly Advisors, LLC | $62.3M | 146,205 | 0.36% | 31q | -2.4%-$1.6M |
| FRANKLIN RESOURCES INC | $62.0M | 145,453 | 0.01% | 31q | +0.9%+$559.4K |
| COMMERCE BANK | $61.9M | 145,100 | 0.27% | 31q | HELD |
| FIFTH THIRD BANCORP | $61.6M | 144,384 | 0.10% | 31q | -1.5%-$961.1K |
| Proficio Capital Partners LLC | $61.1M | 143,298 | 2.19% | 30q | HELD |
| Ballentine Partners, LLC | $59.2M | 138,773 | 0.72% | 31q | HELD |
| FFT WEALTH MANAGEMENT LLC | $58.4M | 136,855 | 9.14% | 20q | -0.8%-$446.4K |
| Cerity Partners LLC | $54.5M | 127,832 | 0.07% | 23q | +2.6%+$1.4M |
| Beacon Pointe Advisors, LLC | $53.7M | 125,851 | 0.25% | 26q | -11.0%-$6.6M |
| Heck Capital Advisors, LLC | $53.0M | 124,292 | 3.17% | 8q | +10736.3%+$52.5M |
| Cresset Asset Management, LLC | $52.9M | 124,004 | 0.19% | 31q | -2.7%-$1.4M |
| Caprock Group, LLC | $50.8M | 119,191 | 0.97% | 25q | -1.3%-$654.5K |
| IEQ CAPITAL, LLC | $49.7M | 116,454 | 0.23% | 27q | -33.4%-$24.9M |
| JONES FINANCIAL COMPANIES LLLP | $49.2M | 117,905 | 0.02% | 31q | +2.3%+$1.1M |
| Wind River Trust Co | $48.6M | 113,918 | 16.40% | 51q | -8.2%-$4.3M |
| PENNINGTON PARTNERS & CO., LLC | $46.7M | 109,483 | 14.96% | 7q | -2.3%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $46.3M | 108,567 | 0.06% | 31q | -1.5%-$682.7K |
| Clearstead Advisors, LLC | $44.2M | 103,636 | 0.42% | 31q | HELD |
| AlphaCore Capital LLC | $43.7M | 102,427 | 0.80% | 27q | -3.9%-$1.8M |
| OSAIC HOLDINGS, INC. | $42.2M | 98,874 | 0.05% | 26q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $39.9M | 93,596 | 0.01% | 31q | -2.0%-$816.6K |
| ROYAL BANK OF CANADA | $39.1M | 91,682 | 0.01% | 31q | +50.2%+$13.1M |
| Mariner, LLC | $38.6M | 90,538 | 0.04% | 31q | -1.4%-$528.7K |
| CIBC Asset Management Inc | $37.4M | 87,817 | 0.08% | new | NEW |
| BANK OF MONTREAL /CAN/ | $36.5M | 85,698 | 0.01% | 31q | +5.5%+$1.9M |
| HB Wealth Management, LLC | $34.4M | 80,702 | 0.19% | 19q | HELD |
| Brooklyn FI, LLC | $33.6M | 79,177 | 6.15% | 19q | +1.7%+$559.8K |
| Waldron Private Wealth LLC | $33.6M | 78,861 | 1.16% | 31q | -1.5%-$525.3K |
| Provenance Wealth Advisors, LLC | $33.5M | 78,528 | 3.19% | 12q | -1.1%-$372.2K |
| BRIGHTON JONES LLC | $32.4M | 76,042 | 0.60% | 2q | -0.6%-$205.1K |
| Tanglewood Wealth Management, Inc. | $31.8M | 74,519 | 2.70% | 31q | -20.1%-$8.0M |
| Rockefeller Capital Management L.P. | $31.7M | 74,325 | 0.05% | 26q | -1.4%-$451.1K |
| Savant Capital, LLC | $31.6M | 74,224 | 0.09% | 29q | HELD |
| Great Diamond Partners, LLC | $30.8M | 72,221 | 5.29% | 27q | HELD |
| EPIQ PARTNERS, LLC | $30.6M | 71,755 | 12.98% | 27q | +6.2%+$1.8M |
| Finley Financial, LLC | $29.6M | 69,374 | 11.91% | 7q | -1.9%-$585.4K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $29.3M | 68,656 | 1.40% | 27q | -3.5%-$1.1M |
| Laird Norton Wetherby Trust Company, LLC | $28.5M | 66,920 | 0.55% | 3q | -5.6%-$1.7M |
| US BANCORP \DE\ | $27.1M | 63,550 | 0.03% | 31q | -1.6%-$453.3K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $25.7M | 60,355 | 0.09% | 2q | -3.2%-$853.2K |
| Trajan Wealth LLC | $25.5M | 59,839 | 0.96% | 10q | +1.1%+$284.0K |
| JOHNSON INVESTMENT COUNSEL INC | $24.8M | 58,190 | 0.18% | 31q | HELD |
| Truepoint, Inc. | $24.5M | 57,571 | 0.51% | 31q | -0.9%-$233.7K |
| Stairway Partners, LLC | $24.1M | 56,534 | 1.14% | 31q | -3.5%-$871.6K |
| Diversified Portfolios, Inc. | $24.0M | 56,280 | 1.74% | 31q | HELD |
| CITIZENS FINANCIAL GROUP INC/RI | $23.4M | 54,790 | 0.28% | 17q | +1.1%+$252.9K |
| Greenspring Advisors, LLC | $22.8M | 53,486 | 1.26% | 3q | HELD |
| TRUIST FINANCIAL CORP | $22.8M | 53,370 | 0.03% | 31q | +2.4%+$538.1K |
| Strategic Equity Management | $22.6M | 53,092 | 7.60% | 17q | -5.5%-$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.4M | 16,994 | 0.00% | 31q | -0.9%-$208.5K |
| Forvis Mazars Wealth Advisors, LLC | $22.3M | 52,369 | 0.37% | 31q | +5.4%+$1.1M |
| CITIGROUP INC | $22.2M | 52,068 | 0.01% | 31q | +10.9%+$2.2M |
| Compass Financial Group, Inc. | $20.5M | 48,145 | 8.67% | 31q | -5.0%-$1.1M |
| Quantinno Capital Management LP | $20.4M | 47,784 | 0.02% | 7q | +27.8%+$4.4M |
| KDK Private Wealth Management, LLC | $19.9M | 46,734 | 16.53% | 7q | +4.4%+$835.3K |
| NEPC LLC | $19.6M | 46,031 | 0.37% | 6q | HELD |
| Creative Planning | $19.1M | 44,680 | 0.01% | 31q | HELD |
| Balentine LLC | $18.7M | 43,941 | 0.67% | 19q | HELD |
| WHITTIER TRUST CO | $18.3M | 42,663 | 0.18% | 31q | +30.7%+$4.3M |
| Fund Evaluation Group, LLC | $18.0M | 42,134 | 0.49% | 31q | -0.9%-$164.2K |
| Moss Adams Wealth Advisors LLC | $17.8M | 41,783 | 1.11% | 15q | HELD |
| Embree Financial Group | $17.7M | 41,512 | 1.77% | 11q | -2.9%-$535.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $17.7M | 41,483 | 0.10% | 31q | -1.0%-$180.9K |
Showing the largest 100 of 907 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 | 880 | $11.3B | 26,364,464 | 86 | 147 | 231 | 0.2% |
| Q1 2026 | 834 | $9.9B | 26,750,858 | 38 | 158 | 224 | 0.2% |
| Q4 2025 | 862 | $10.4B | 26,829,647 | 70 | 151 | 236 | 0.1% |
| Q3 2025 | 792 | $9.2B | 24,317,376 | 38 | 118 | 237 | 0.1% |
| Q2 2025 | 781 | $8.4B | 24,069,477 | 52 | 150 | 217 | 0.1% |
| Q1 2025 | 767 | $7.4B | 23,388,132 | 31 | 148 | 230 | 0.1% |
| Q4 2024 | 804 | $8.0B | 24,014,271 | 52 | 169 | 186 | 0.1% |
| Q3 2024 | 726 | $7.2B | 22,924,834 | 41 | 115 | 234 | 0.1% |
| Q2 2024 | 714 | $7.1B | 23,772,862 | 51 | 128 | 200 | 0.1% |
| Q1 2024 | 699 | $8.2B | 27,423,074 | 44 | 119 | 211 | 0.1% |
| Q4 2023 | 694 | $7.7B | 28,176,946 | 68 | 159 | 182 | 0.3% |
| Q3 2023 | 627 | $5.7B | 23,275,075 | 38 | 102 | 177 | 0.3% |
| Q2 2023 | 614 | $5.9B | 23,176,521 | 41 | 109 | 169 | 0.2% |
| Q1 2023 | 592 | $5.5B | 23,214,034 | 37 | 94 | 180 | 0.2% |
| Q4 2022 | 573 | $5.2B | 23,272,815 | 51 | 142 | 139 | 0.3% |
| Q3 2022 | 649 | $5.3B | 25,222,332 | 44 | 135 | 166 | 0.3% |
| Q2 2022 | 642 | $5.5B | 25,199,113 | 44 | 123 | 183 | 0.2% |
| Q1 2022 | 661 | $6.6B | 25,268,170 | 47 | 138 | 195 | 0.2% |
| Q4 2021 | 673 | $7.3B | 26,092,074 | 75 | 150 | 161 | 0.5% |
| Q3 2021 | 587 | $6.1B | 23,984,433 | 34 | 94 | 175 | 0.1% |
| Q2 2021 | 585 | $6.2B | 24,393,702 | 42 | 117 | 165 | 0.1% |
| Q1 2021 | 580 | $5.8B | 24,352,761 | 34 | 101 | 206 | 0.0% |
| Q4 2020 | 573 | $6.4B | 28,657,281 | 46 | 115 | 171 | 0.4% |
| Q3 2020 | 519 | $5.0B | 25,518,098 | 32 | 70 | 195 | 0.1% |
| Q2 2020 | 517 | $5.0B | 27,632,007 | 48 | 86 | 201 | 0.1% |
| Q1 2020 | 498 | $4.4B | 29,804,725 | 45 | 109 | 178 | 0.2% |
| Q4 2019 | 515 | $5.5B | 29,048,334 | 39 | 114 | 131 | 0.1% |
| Q3 2019 | 458 | $5.1B | 29,414,377 | 30 | 92 | 132 | 0.1% |
| Q2 2019 | 453 | $4.8B | 28,050,978 | 27 | 100 | 146 | 0.2% |
| Q1 2019 | 454 | $5.4B | 32,192,590 | 44 | 95 | 136 | 0.1% |
| Q4 2018 | 466 | $5.0B | 33,772,240 | 5 | 10 | 6 | 0.0% |