ISHARES TR (IWY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
667
Reporting holders
$12.7B
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.4B | 4,777,201 | 4.78% | 2q | -5.8%-$86.2M |
| Envestnet Portfolio Solutions, Inc. | $1.1B | 3,635,042 | 5.06% | 12q | -23.3%-$320.7M |
| AMERIPRISE FINANCIAL INC | $1.0B | 3,526,143 | 0.21% | 31q | -50.2%-$1.0B |
| FIRST CITIZENS BANK & TRUST CO | $995.5M | 3,425,577 | 14.89% | 25q | -24.3%-$318.8M |
| BANK OF AMERICA CORP /DE/ | $979.9M | 3,371,795 | 0.06% | 31q | HELD |
| LPL Financial LLC | $682.6M | 2,348,860 | 0.15% | 31q | -1.6%-$11.3M |
| MORGAN STANLEY | $393.4M | 1,353,744 | 0.02% | 35q | HELD |
| Mariner, LLC | $288.4M | 992,209 | 0.30% | 16q | -28.8%-$116.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $240.7M | 828,066 | 0.30% | 31q | -9.7%-$25.8M |
| WELLS FARGO & COMPANY/MN | $224.9M | 773,855 | 0.04% | 31q | -47.6%-$204.3M |
| AE Wealth Management LLC | $198.9M | 684,496 | 0.93% | 31q | +3.9%+$7.4M |
| OSAIC HOLDINGS, INC. | $180.9M | 622,017 | 0.21% | 26q | +9.5%+$15.7M |
| Boulay Financial Advisors, LLC | $179.3M | 617,030 | 16.60% | 5q | +1.1%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $172.6M | 593,910 | 0.05% | 7q | +5.5%+$9.0M |
| Atlantic Union Bankshares Corp | $163.0M | 560,723 | 2.72% | 28q | +12.3%+$17.8M |
| VICTORY FINANCIAL GROUP, LLC | $131.7M | 453,284 | 13.82% | 10q | -2.0%-$2.7M |
| TRUIST FINANCIAL CORP | $128.8M | 443,280 | 0.15% | 31q | -3.6%-$4.8M |
| UBS Group AG | $123.4M | 424,651 | 0.02% | 31q | -0.5%-$632.7K |
| MML INVESTORS SERVICES, LLC | $119.2M | 410,157 | 0.24% | 31q | +4.0%+$4.6M |
| Lido Advisors, LLC | $116.9M | 402,312 | 0.32% | 8q | -5.6%-$7.0M |
| ENVESTNET ASSET MANAGEMENT INC | $116.0M | 399,156 | 0.03% | 31q | -16.2%-$22.5M |
| Cetera Investment Advisers | $111.3M | 382,891 | 0.10% | 26q | +2.4%+$2.6M |
| Wilmington Savings Fund Society, FSB | $104.8M | 360,678 | 2.34% | 33q | -3.2%-$3.5M |
| DAVENPORT & Co LLC | $90.3M | 310,652 | 0.44% | 16q | +40.0%+$25.8M |
| First Citizens Asset Management, Inc. | $86.1M | 296,224 | 27.51% | 16q | -2.2%-$1.9M |
| SVB WEALTH LLC | $85.5M | 294,116 | 5.39% | 5q | +8.0%+$6.3M |
| ROYAL BANK OF CANADA | $78.5M | 270,034 | 0.01% | 31q | +2.3%+$1.8M |
| Bryn Mawr Trust Advisors, LLC | $74.3M | 255,752 | 3.24% | 15q | -1.2%-$876.8K |
| Prosperity Consulting Group, LLC | $71.6M | 246,540 | 2.71% | 8q | -15.6%-$13.2M |
| Kestra Advisory Services, LLC | $69.7M | 239,884 | 0.22% | 24q | +138.7%+$40.5M |
| Portfolio Strategies, Inc. | $66.0M | 227,020 | 6.47% | 12q | -8.6%-$6.2M |
| SOA Wealth Advisors, LLC. | $60.7M | 208,928 | 10.20% | 23q | +1.0%+$575.4K |
| JONES FINANCIAL COMPANIES LLLP | $60.3M | 216,668 | 0.02% | 10q | +16.0%+$8.3M |
| Intelligence Driven Advisers, LLC | $59.8M | 205,851 | 9.71% | 13q | HELD |
| Wharton Business Group, LLC | $59.0M | 203,184 | 1.97% | 19q | +0.9%+$527.5K |
| TIAA TRUST, NATIONAL ASSOCIATION | $56.5M | 194,546 | 3.34% | 12q | -6.2%-$3.8M |
| Merit Financial Group, LLC | $56.4M | 194,054 | 0.17% | 18q | +94.9%+$27.5M |
| Kingdom Financial Group LLC. | $52.7M | 181,309 | 13.46% | 13q | +7.8%+$3.8M |
| Perennial Investment Advisors, LLC | $51.1M | 175,672 | 3.39% | 9q | +4.4%+$2.2M |
| NewEdge Advisors, LLC | $50.1M | 172,484 | 0.15% | new | NEW |
| Global Retirement Partners, LLC | $50.1M | 172,371 | 0.77% | 16q | +12.2%+$5.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $44.7M | 153,748 | 0.49% | 20q | -1.9%-$874.5K |
| Private Advisor Group, LLC | $44.4M | 152,777 | 0.20% | 31q | +201.1%+$29.7M |
| MONECO ADVISORS, LLC | $43.4M | 149,208 | 2.65% | 15q | -0.7%-$311.3K |
| Aspire Capital Advisors LLC | $41.9M | 144,097 | 8.15% | 19q | -0.8%-$330.4K |
| LifeWealth Investments, LLC | $40.9M | 140,725 | 10.93% | 7q | +6.4%+$2.4M |
| One Capital Management, LLC | $40.6M | 162,986 | 1.13% | 18q | HELD |
| ProVise Management Group, LLC | $39.9M | 137,347 | 2.68% | 23q | +3.2%+$1.3M |
| Sterling Capital Management LLC | $39.2M | 134,720 | 0.66% | 11q | -3.3%-$1.3M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $39.1M | 134,581 | 0.51% | 10q | -10.6%-$4.6M |
| Richard P Slaughter Associates Inc | $38.4M | 132,048 | 7.52% | 7q | -7.3%-$3.0M |
| Waverly Advisors, LLC | $37.1M | 127,577 | 0.22% | 8q | +12.5%+$4.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $35.9M | 123,419 | 0.02% | 31q | +8.3%+$2.7M |
| PRINCIPAL FINANCIAL GROUP INC | $34.3M | 118,149 | 0.02% | 5q | +405.3%+$27.5M |
| Compton Wealth Advisory Group, LLC | $33.8M | 117,409 | 6.82% | 25q | -1.2%-$418.2K |
| Brookstone Capital Management | $33.5M | 115,100 | 0.33% | 22q | +9.7%+$3.0M |
| HOWARD BAILEY SECURITIES, LLC | $33.4M | 114,885 | 12.52% | 8q | +2.7%+$878.5K |
| HighTower Advisors, LLC | $33.3M | 114,671 | 0.03% | 31q | -8.5%-$3.1M |
| JPMORGAN CHASE & CO | $29.6M | 103,600 | 0.00% | 28q | +2.0%+$582.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $28.9M | 99,554 | 1.95% | 14q | +4.3%+$1.2M |
| Forum Private Client Group LLC | $26.4M | 90,802 | 7.85% | 11q | +3.4%+$878.0K |
| JSF Financial, LLC | $26.3M | 90,402 | 4.16% | 20q | +14.6%+$3.4M |
| Performance Wealth Partners, LLC | $26.1M | 89,705 | 0.65% | 5q | +14.6%+$3.3M |
| Valmark Advisers, Inc. | $25.6M | 87,978 | 0.27% | 18q | -17.0%-$5.2M |
| Fischer Financial Services, Inc. | $24.9M | 85,786 | 6.26% | 7q | +0.6%+$157.5K |
| Investors Research Corp | $23.7M | 81,693 | 4.25% | 28q | -1.0%-$248.5K |
| RTD Financial Advisors, Inc. | $23.4M | 80,599 | 2.55% | 3q | +3.6%+$815.5K |
| Arkadios Wealth Advisors | $22.6M | 77,729 | 0.34% | 13q | HELD |
| M&T Bank Corp | $22.2M | 76,279 | 0.06% | 26q | -10.1%-$2.5M |
| Montgomery Financial Services LLC | $21.5M | 74,091 | 18.72% | new | FIRST |
| Key Capital Management, INC | $20.7M | 71,128 | 10.64% | 3q | +31.3%+$4.9M |
| Hidden Cove Wealth Management, LLC | $20.2M | 69,390 | 11.11% | 7q | +4.4%+$841.1K |
| Horst & Graben Wealth Management LLC | $20.1M | 69,778 | 2.64% | 26q | +18.6%+$3.2M |
| GOLDMAN SACHS GROUP INC | $19.6M | 67,480 | 0.00% | 31q | +266.1%+$14.3M |
| Stratos Wealth Partners, LTD. | $19.6M | 67,477 | 0.20% | 31q | +20.3%+$3.3M |
| Simplicity Wealth,LLC | $19.1M | 65,838 | 0.65% | 16q | +2.7%+$494.1K |
| Certified Advisory Corp | $19.1M | 65,757 | 1.54% | 20q | +0.5%+$101.1K |
| Family Capital Management, Inc. | $18.8M | 64,584 | 7.28% | 15q | +0.9%+$171.8K |
| Equity Wealth Partners, LLC | $18.7M | 64,297 | 6.72% | 4q | +7.5%+$1.3M |
| Processus Wealth & Capital Management, LLC | $18.0M | 61,964 | 5.31% | 11q | +94.2%+$8.7M |
| Stonebridge Financial Planning Group, LLC | $17.6M | 60,541 | 5.60% | 27q | +1.1%+$187.4K |
| Atwater Malick LLC | $17.3M | 59,374 | 3.76% | 9q | +6.1%+$987.8K |
| Sculati Wealth Management, LLC | $17.0M | 60,965 | 5.68% | 6q | +4.2%+$691.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $16.1M | 55,322 | 0.09% | 3q | +2.6%+$404.8K |
| Asset Allocation Strategies LLC | $15.8M | 54,215 | 2.43% | 15q | +7.2%+$1.1M |
| Cosner Financial Group, LLC | $15.5M | 53,468 | 7.98% | 13q | +2.7%+$413.3K |
| Prime Capital Investment Advisors, LLC | $15.0M | 51,573 | 0.15% | 12q | +0.9%+$128.7K |
| Equitable Holdings, Inc. | $14.7M | 50,483 | 0.09% | 27q | -11.2%-$1.8M |
| Elevation Capital Advisory, LLC | $14.4M | 49,647 | 5.57% | 10q | +210.7%+$9.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $14.4M | 49,417 | 0.01% | 23q | -13.3%-$2.2M |
| McAdam, LLC | $14.3M | 49,227 | 0.55% | 21q | -7.6%-$1.2M |
| Bluesphere Advisors LLC | $14.0M | 48,040 | 4.31% | 8q | -5.5%-$816.1K |
| CGC Financial Services, LLC | $13.9M | 47,947 | 3.13% | 5q | +25.3%+$2.8M |
| PRINCIPAL SECURITIES, INC. | $13.1M | 45,018 | 0.16% | 11q | -27.8%-$5.0M |
| Meridian Financial Partners LLC | $12.5M | 43,243 | 4.27% | 9q | +3.9%+$473.7K |
| Fifth Third Securities, Inc. | $12.5M | 43,048 | 0.71% | 9q | -1.7%-$211.9K |
| Bond & Devick Financial Network, Inc. | $12.3M | 42,216 | 3.02% | 8q | +2.9%+$350.8K |
| Cornerstone Wealth, LLC/TN | $12.2M | 42,197 | 6.18% | 2q | +53.0%+$4.2M |
| Baird Financial Group, Inc. | $12.0M | 41,456 | 0.02% | 29q | +6.0%+$679.2K |
| Argent Trust Co | $12.0M | 41,375 | 0.35% | 30q | -6.0%-$764.3K |
Showing the largest 100 of 684 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 | 667 | $12.7B | 43,858,416 | 75 | 192 | 213 | 0.0% |
| Q1 2026 | 621 | $11.6B | 50,571,797 | 43 | 229 | 175 | 0.0% |
| Q4 2025 | 632 | $11.6B | 45,499,206 | 41 | 174 | 199 | 0.0% |
| Q3 2025 | 602 | $11.4B | 45,288,581 | 76 | 184 | 167 | 0.0% |
| Q2 2025 | 552 | $9.6B | 42,927,623 | 69 | 170 | 164 | 0.0% |
| Q1 2025 | 531 | $7.8B | 36,905,667 | 47 | 156 | 188 | 0.0% |
| Q4 2024 | 564 | $9.9B | 46,345,514 | 71 | 178 | 147 | 0.0% |
| Q3 2024 | 481 | $7.6B | 34,662,057 | 51 | 140 | 157 | 0.1% |
| Q2 2024 | 472 | $8.3B | 43,552,469 | 71 | 143 | 132 | 0.0% |
| Q1 2024 | 419 | $7.5B | 38,598,833 | 53 | 160 | 110 | 0.0% |
| Q4 2023 | 387 | $6.9B | 39,101,316 | 38 | 149 | 91 | 0.0% |
| Q3 2023 | 349 | $4.9B | 31,889,400 | 36 | 110 | 104 | 0.0% |
| Q2 2023 | 329 | $6.0B | 38,061,625 | 36 | 117 | 92 | 0.0% |
| Q1 2023 | 292 | $4.9B | 35,462,258 | 39 | 88 | 88 | 0.0% |
| Q4 2022 | 253 | $2.7B | 22,362,317 | 25 | 79 | 71 | 0.0% |
| Q3 2022 | 279 | $3.6B | 29,213,602 | 28 | 104 | 78 | 0.0% |
| Q2 2022 | 270 | $3.6B | 29,003,022 | 26 | 88 | 93 | 0.0% |
| Q1 2022 | 273 | $3.8B | 23,930,138 | 29 | 88 | 86 | 0.0% |
| Q4 2021 | 280 | $3.7B | 21,507,469 | 29 | 91 | 73 | 0.0% |
| Q3 2021 | 240 | $2.8B | 18,511,693 | 29 | 74 | 66 | 0.0% |
| Q2 2021 | 223 | $2.8B | 18,601,649 | 26 | 74 | 62 | 0.0% |
| Q1 2021 | 210 | $2.6B | 18,981,494 | 24 | 61 | 61 | 0.0% |
| Q4 2020 | 206 | $2.5B | 19,132,164 | 27 | 60 | 53 | 0.0% |
| Q3 2020 | 190 | $2.1B | 16,961,460 | 37 | 52 | 49 | 0.0% |
| Q2 2020 | 164 | $1.7B | 15,973,629 | 34 | 61 | 40 | 0.0% |
| Q1 2020 | 145 | $1.0B | 12,242,389 | 24 | 48 | 39 | 0.0% |
| Q4 2019 | 142 | $1.1B | 10,908,586 | 16 | 44 | 30 | 0.0% |
| Q3 2019 | 125 | $895.9M | 10,293,613 | 17 | 38 | 35 | 0.0% |
| Q2 2019 | 118 | $842.8M | 9,866,164 | 14 | 36 | 32 | 0.0% |
| Q1 2019 | 114 | $724.2M | 8,821,872 | 25 | 39 | 25 | 0.0% |
| Q4 2018 | 99 | $521.8M | 7,216,652 | 0 | 4 | 1 | 0.0% |