ISHARES TR (IWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
261
Reporting holders
$3.8B
Reported value
0.0%
Held as options
+12
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.0B | 9,859,021 | 3.57% | 2q | -3.7%-$40.2M |
| Envestnet Portfolio Solutions, Inc. | $516.1M | 4,907,301 | 2.47% | 12q | -22.1%-$146.0M |
| FIRST CITIZENS BANK & TRUST CO | $474.7M | 4,514,061 | 7.10% | 25q | -23.9%-$148.7M |
| ENVESTNET ASSET MANAGEMENT INC | $191.0M | 1,815,846 | 0.05% | 28q | -32.1%-$90.2M |
| AE Wealth Management LLC | $123.7M | 1,176,003 | 0.58% | 31q | +6.6%+$7.7M |
| Lido Advisors, LLC | $95.9M | 911,734 | 0.26% | 7q | -5.7%-$5.8M |
| Proficio Capital Partners LLC | $72.9M | 692,856 | 2.62% | new | NEW |
| Clark Capital Management Group, Inc. | $59.4M | 565,031 | 0.32% | 3q | -16.1%-$11.4M |
| First Citizens Asset Management, Inc. | $57.9M | 550,641 | 18.51% | 16q | +7.2%+$3.9M |
| Richard P Slaughter Associates Inc | $54.0M | 513,314 | 10.58% | 7q | +5.1%+$2.6M |
| Wilmington Savings Fund Society, FSB | $51.8M | 492,332 | 1.16% | 31q | -2.4%-$1.3M |
| LPL Financial LLC | $50.8M | 483,315 | 0.01% | 31q | -16.5%-$10.1M |
| SVB WEALTH LLC | $50.3M | 477,994 | 3.17% | 5q | +3.9%+$1.9M |
| AMERIPRISE FINANCIAL INC | $44.4M | 414,030 | 0.01% | 31q | -46.1%-$38.0M |
| TIAA TRUST, NATIONAL ASSOCIATION | $41.5M | 394,910 | 2.46% | 12q | -3.3%-$1.4M |
| UBS Group AG | $39.6M | 376,112 | 0.01% | 31q | +6.5%+$2.4M |
| Kingdom Financial Group LLC. | $34.2M | 324,849 | 8.73% | 13q | +11.4%+$3.5M |
| Sterling Capital Management LLC | $33.3M | 316,217 | 0.56% | 11q | +33.7%+$8.4M |
| JPMORGAN CHASE & CO | $30.3M | 287,855 | 0.00% | 22q | HELD |
| RTD Financial Advisors, Inc. | $29.4M | 279,877 | 3.21% | 3q | +3.7%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $28.1M | 266,777 | 0.00% | 31q | +10.2%+$2.6M |
| LifeWealth Investments, LLC | $26.3M | 249,969 | 7.03% | 7q | +9.4%+$2.3M |
| Compton Wealth Advisory Group, LLC | $25.3M | 239,223 | 5.12% | 25q | -2.5%-$644.1K |
| JSF Financial, LLC | $25.2M | 239,472 | 3.98% | 7q | -14.4%-$4.2M |
| Bryn Mawr Trust Advisors, LLC | $24.9M | 236,778 | 1.09% | 15q | -2.3%-$597.3K |
| Orion Porfolio Solutions, LLC | $22.8M | 217,189 | 0.17% | 3q | -23.1%-$6.9M |
| Waverly Advisors, LLC | $22.8M | 216,815 | 0.13% | 7q | +3.2%+$712.5K |
| Cetera Investment Advisers | $21.8M | 207,128 | 0.02% | 10q | -13.4%-$3.4M |
| HOWARD BAILEY SECURITIES, LLC | $21.2M | 201,456 | 7.95% | 8q | +5.6%+$1.1M |
| MORGAN STANLEY | $21.0M | 200,112 | 0.00% | 35q | +2.4%+$501.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $19.1M | 181,611 | 0.21% | 20q | -0.5%-$101.3K |
| Private Advisor Group, LLC | $18.9M | 179,280 | 0.09% | 6q | -1.8%-$340.3K |
| RAYMOND JAMES FINANCIAL INC | $18.6M | 176,522 | 0.01% | 7q | -11.4%-$2.4M |
| NewEdge Advisors, LLC | $18.3M | 174,263 | 0.05% | new | NEW |
| Sanctuary Advisors, LLC | $17.3M | 164,385 | 0.08% | 9q | HELD |
| Arkadios Wealth Advisors | $15.6M | 148,157 | 0.24% | 11q | +1.3%+$198.3K |
| TRUIST FINANCIAL CORP | $14.9M | 142,144 | 0.02% | 31q | -3.3%-$504.8K |
| WELLS FARGO & COMPANY/MN | $14.3M | 135,545 | 0.00% | 31q | -49.9%-$14.2M |
| Horst & Graben Wealth Management LLC | $14.2M | 133,886 | 1.87% | 26q | +2.1%+$286.7K |
| Montgomery Financial Services LLC | $13.9M | 132,081 | 12.07% | new | FIRST |
| PRINCIPAL SECURITIES, INC. | $13.8M | 131,189 | 0.17% | 8q | -28.4%-$5.5M |
| Key Capital Management, INC | $13.5M | 128,769 | 6.97% | 3q | +39.6%+$3.8M |
| One Capital Management, LLC | $12.4M | 133,890 | 0.35% | 3q | HELD |
| Simplicity Wealth,LLC | $12.3M | 116,634 | 0.41% | 16q | +7.7%+$872.8K |
| ROYAL BANK OF CANADA | $11.1M | 105,799 | 0.00% | 31q | -11.5%-$1.4M |
| OSAIC HOLDINGS, INC. | $8.9M | 84,977 | 0.01% | 26q | -15.6%-$1.7M |
| Wall Capital Group, Inc. | $8.2M | 78,088 | 6.72% | new | NEW |
| Veridan Wealth LLC | $6.8M | 64,262 | 2.30% | 7q | -4.5%-$319.2K |
| Legacy Advisory Services, LLC | $6.7M | 63,553 | 4.70% | 11q | +1.1%+$69.6K |
| GLOBALT Investments LLC / GA | $6.6M | 62,611 | 0.22% | 9q | -1.6%-$106.5K |
| Mariner, LLC | $6.5M | 62,095 | 0.01% | 15q | +48.8%+$2.1M |
| GTS FINANCIAL, LLC | $6.3M | 75,271 | 4.62% | 2q | +8.3%+$485.4K |
| Stratos Investment Management, LLC | $6.1M | 57,635 | 0.22% | new | NEW |
| Integrated Wealth Concepts LLC | $5.9M | 55,950 | 0.03% | 17q | +6.5%+$357.6K |
| Csenge Advisory Group | $5.6M | 52,901 | 0.23% | 15q | HELD |
| MATTERS CAPITAL LLC | $5.5M | 52,223 | 3.84% | 3q | HELD |
| HighTower Advisors, LLC | $5.4M | 51,675 | 0.01% | 31q | -5.1%-$289.3K |
| FIRST AMERICAN TRUST, FSB | $5.4M | 51,115 | 0.32% | 3q | -12.7%-$781.2K |
| HARBOR INVESTMENT ADVISORY, LLC | $5.3M | 50,412 | 0.37% | 27q | HELD |
| MML INVESTORS SERVICES, LLC | $5.2M | 49,065 | 0.01% | 30q | -54.5%-$6.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 48,575 | 0.01% | 31q | -8.4%-$466.6K |
| Concurrent Investment Advisors, LLC | $4.7M | 44,866 | 0.04% | new | NEW |
| Compound Planning, Inc. | $4.6M | 43,758 | 0.12% | 3q | -6.9%-$342.8K |
| OPPENHEIMER & CO INC | $4.4M | 41,658 | 0.05% | 28q | HELD |
| TWO SIGMA INVESTMENTS, LP | $4.2M | 39,500 | 0.00% | new | NEW |
| Fifth Third Wealth Advisors LLC | $4.0M | 37,565 | 0.11% | 6q | +9.9%+$356.5K |
| VOYA INVESTMENT MANAGEMENT LLC | $3.8M | 36,147 | 0.00% | 20q | +6.5%+$233.2K |
| Stratos Wealth Advisors, LLC | $3.5M | 33,488 | 0.19% | 6q | +2.0%+$69.2K |
| GRANVILLE CAPITAL, INC. | $3.2M | 30,778 | 1.45% | 3q | HELD |
| SOA Wealth Advisors, LLC. | $3.2M | 30,132 | 0.53% | 13q | -6.2%-$207.9K |
| FWG Investments, LLC. | $3.1M | 29,840 | 1.66% | 11q | +1.4%+$43.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1M | 29,004 | 0.00% | 31q | +11.8%+$321.4K |
| World Investment Advisors | $2.8M | 27,684 | 0.05% | 3q | -25.5%-$963.9K |
| JONES FINANCIAL COMPANIES LLLP | $2.6M | 24,840 | 0.00% | 10q | +12.4%+$288.0K |
| Quest 10 Wealth Builders, Inc. | $2.6M | 24,632 | 2.01% | 7q | +11.6%+$269.2K |
| CITIGROUP INC | $2.4M | 22,509 | 0.00% | 5q | +195.9%+$1.6M |
| Global Wealth Management Investment Advisory, Inc. | $2.3M | 22,030 | 0.33% | 31q | +1.5%+$34.1K |
| Waldron Private Wealth LLC | $2.2M | 21,097 | 0.08% | 20q | HELD |
| Farther Finance Advisors, LLC | $2.1M | 20,033 | 0.02% | 5q | +152.9%+$1.3M |
| Rockefeller Capital Management L.P. | $2.1M | 19,820 | 0.00% | 30q | +0.8%+$15.6K |
| Centerpoint Advisory Group | $2.1M | 19,815 | 1.32% | 6q | +5.8%+$114.0K |
| Signal Advisors Wealth, LLC | $1.9M | 18,227 | 0.10% | 8q | -4.7%-$93.5K |
| Strategic Blueprint, LLC | $1.9M | 18,038 | 0.09% | 11q | +0.6%+$12.2K |
| FIRST NATIONAL BANK OF OMAHA | $1.9M | 17,838 | 0.05% | 3q | HELD |
| B.O.S.S. Retirement Advisors, LLC | $1.9M | 17,784 | 0.50% | 9q | -6.7%-$133.6K |
| BROWN ADVISORY INC | $1.8M | 17,444 | 0.00% | 3q | -5.3%-$101.8K |
| FMR LLC | $1.8M | 16,794 | 0.00% | 31q | +7.5%+$123.4K |
| GOLDMAN SACHS GROUP INC | $1.7M | 16,535 | 0.00% | 24q | -89.4%-$14.6M |
| CFS Investment Advisory Services, LLC | $1.7M | 15,748 | 0.11% | 9q | -6.5%-$117.9K |
| Ausdal Financial Partners, Inc. | $1.7M | 15,831 | 0.07% | 15q | -7.8%-$140.8K |
| Venture Visionary Partners LLC | $1.6M | 15,159 | 0.04% | 23q | +0.7%+$11.8K |
| Pinnacle Financial Partners, Inc. | $1.6M | 14,952 | 0.01% | 3q | +36.8%+$422.6K |
| Alpha Zero LLC | $1.5M | 13,925 | 0.57% | 7q | HELD |
| FLP Wealth Management, LLC | $1.5M | 14,238 | 2.66% | 7q | +21.0%+$259.4K |
| Arcadia Wealth Management, LLC | $1.5M | 13,956 | 0.46% | 15q | HELD |
| Lloyd Advisory Services, LLC. | $1.5M | 13,901 | 0.57% | 9q | -95.2%-$29.2M |
| Ashton Thomas Private Wealth, LLC | $1.4M | 13,778 | 0.03% | 5q | -21.5%-$396.6K |
| Claro Advisors Inc. | $1.4M | 13,552 | 0.15% | 6q | +9.7%+$126.1K |
| Cresset Asset Management, LLC | $1.4M | 13,321 | 0.01% | 6q | HELD |
| FSA Advisors, Inc. | $1.3M | 12,738 | 0.31% | 2q | +133.5%+$765.9K |
Showing the largest 100 of 266 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 | 261 | $3.8B | 36,301,681 | 34 | 64 | 85 | 0.0% |
| Q1 2026 | 249 | $3.7B | 40,291,209 | 29 | 70 | 80 | 0.0% |
| Q4 2025 | 234 | $3.8B | 41,513,363 | 33 | 74 | 51 | 0.0% |
| Q3 2025 | 207 | $3.1B | 35,447,131 | 21 | 53 | 61 | 0.0% |
| Q2 2025 | 198 | $3.0B | 35,823,697 | 25 | 60 | 61 | 0.0% |
| Q1 2025 | 210 | $3.3B | 40,180,810 | 53 | 62 | 43 | 0.0% |
| Q4 2024 | 178 | $2.5B | 31,433,359 | 19 | 46 | 55 | 0.0% |
| Q3 2024 | 184 | $3.5B | 43,606,537 | 45 | 45 | 38 | 0.0% |
| Q2 2024 | 148 | $2.4B | 32,282,338 | 25 | 27 | 44 | 0.0% |
| Q1 2024 | 135 | $2.4B | 31,602,991 | 13 | 39 | 40 | 0.0% |
| Q4 2023 | 135 | $2.0B | 28,945,252 | 8 | 37 | 43 | 0.0% |
| Q3 2023 | 125 | $1.9B | 29,711,723 | 8 | 32 | 34 | 0.0% |
| Q2 2023 | 121 | $2.0B | 29,564,904 | 12 | 27 | 34 | 0.0% |
| Q1 2023 | 113 | $1.7B | 26,261,512 | 9 | 31 | 35 | 0.0% |
| Q4 2022 | 112 | $1.2B | 18,364,502 | 17 | 27 | 26 | 0.0% |
| Q3 2022 | 118 | $1.4B | 23,629,128 | 20 | 33 | 26 | 0.0% |
| Q2 2022 | 113 | $1.6B | 25,365,564 | 18 | 35 | 26 | 0.0% |
| Q1 2022 | 106 | $1.4B | 19,867,633 | 16 | 26 | 28 | 0.0% |
| Q4 2021 | 98 | $1.4B | 19,319,329 | 11 | 27 | 24 | 0.0% |
| Q3 2021 | 89 | $1.3B | 19,476,863 | 10 | 30 | 17 | 0.0% |
| Q2 2021 | 91 | $1.2B | 18,722,563 | 15 | 26 | 22 | 0.0% |
| Q1 2021 | 78 | $1.3B | 20,163,720 | 6 | 23 | 23 | 0.0% |
| Q4 2020 | 77 | $1.2B | 20,189,369 | 7 | 30 | 15 | 0.0% |
| Q3 2020 | 70 | $800.0M | 15,663,250 | 16 | 26 | 15 | 0.0% |
| Q2 2020 | 57 | $587.2M | 12,023,052 | 4 | 25 | 11 | 0.0% |
| Q1 2020 | 58 | $372.1M | 8,434,716 | 6 | 24 | 13 | 0.0% |
| Q4 2019 | 61 | $447.7M | 7,650,786 | 6 | 20 | 13 | 0.0% |
| Q3 2019 | 58 | $394.4M | 7,207,001 | 10 | 20 | 10 | 0.0% |
| Q2 2019 | 50 | $383.3M | 7,104,927 | 3 | 13 | 15 | 0.0% |
| Q1 2019 | 52 | $289.9M | 5,515,181 | 11 | 17 | 9 | 0.0% |
| Q4 2018 | 47 | $181.7M | 3,801,166 | 2 | 2 | 1 | 0.0% |