ISHARES TR (IYW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,261
Reporting holders
$13.1B
Reported value
1.3%
Held as options
+115
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 | 4,965,507 | 0.07% | 35q | -1.3%-$16.1M |
| PGIM Custom Harvest LLC | $1.1B | 4,549,815 | 14.37% | 19q | HELD |
| BANK OF AMERICA CORP /DE/ | $866.2M | 3,434,260 | 0.06% | 31q | +0.7%+$6.3M |
| LPL Financial LLC | $765.7M | 3,035,854 | 0.17% | 31q | HELD |
| UBS Group AG | $435.8M | 1,727,967 | 0.06% | 31q | -1.7%-$7.4M |
| WELLS FARGO & COMPANY/MN | $374.0M | 1,482,795 | 0.06% | 31q | -50.8%-$385.8M |
| RAYMOND JAMES FINANCIAL INC | $362.1M | 1,435,567 | 0.10% | 7q | -2.3%-$8.4M |
| ENVESTNET ASSET MANAGEMENT INC | $341.2M | 1,352,659 | 0.08% | 31q | +2.4%+$8.1M |
| JPMORGAN CHASE & CO | $329.4M | 1,337,767 | 0.02% | 31q | -8.4%-$30.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $310.6M | 1,261,481 | 0.22% | 10q | +1513.7%+$291.3M |
| RiverFront Investment Group, LLC | $263.1M | 1,043,122 | 3.48% | 31q | +3.8%+$9.6M |
| ROYAL BANK OF CANADA | $232.7M | 922,417 | 0.03% | 31q | +3.3%+$7.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $200.6M | 795,221 | 0.16% | new | NEW |
| HSBC HOLDINGS PLC | $200.3M | 794,128 | 0.08% | 31q | -18.8%-$46.3M |
| FIL Ltd | $198.6M | 787,551 | 0.14% | 2q | +32.5%+$48.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $168.9M | 669,449 | 0.21% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $161.0M | 638,240 | 0.19% | 26q | +6.6%+$9.9M |
| AMERIPRISE FINANCIAL INC | $149.6M | 593,207 | 0.03% | 31q | -51.5%-$158.7M |
| Kestra Advisory Services, LLC | $120.5M | 477,728 | 0.39% | 24q | -3.6%-$4.4M |
| Cetera Investment Advisers | $116.8M | 462,996 | 0.11% | 25q | -9.1%-$11.7M |
| CAPTRUST FINANCIAL ADVISORS | $99.6M | 394,966 | 0.15% | 31q | +30.5%+$23.3M |
| Portfolio Strategies, Inc. | $98.9M | 392,227 | 9.70% | 13q | HELD |
| GOLDMAN SACHS GROUP INC | $98.2M | 389,496 | 0.01% | 31q | +17.7%+$14.8M |
| PNC Financial Services Group, Inc. | $93.9M | 372,361 | 0.05% | 31q | +1.6%+$1.5M |
| HighTower Advisors, LLC | $84.3M | 334,262 | 0.08% | 31q | -4.6%-$4.1M |
| Focus Partners Wealth | $82.9M | 328,689 | 0.08% | 11q | +1.4%+$1.1M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $80.6M | 319,172 | 0.44% | 31q | HELD |
| Dynasty Wealth Management, LLC | $75.9M | 300,880 | 0.56% | 10q | -14.7%-$13.1M |
| Rockefeller Capital Management L.P. | $74.0M | 293,418 | 0.11% | 30q | +2.3%+$1.6M |
| MML INVESTORS SERVICES, LLC | $72.7M | 288,268 | 0.15% | 31q | +31.2%+$17.3M |
| JONES FINANCIAL COMPANIES LLLP | $72.1M | 300,558 | 0.03% | 11q | +10.5%+$6.8M |
| TWO SIGMA INVESTMENTS, LP | $71.2M | 282,300 | 0.05% | 13q | -69.3%-$160.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $68.5M | 3,483 | 0.01% | 31q | -82.9%-$331.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $65.3M | 259,001 | 0.03% | 31q | -35.0%-$35.1M |
| Atlas Legacy Advisors, LLC | $61.8M | 246,172 | 9.13% | 7q | +3.4%+$2.0M |
| Sanctuary Advisors, LLC | $61.0M | 241,829 | 0.28% | 9q | +4.5%+$2.6M |
| STIFEL FINANCIAL CORP | $59.0M | 233,713 | 0.05% | 31q | -5.2%-$3.3M |
| BlackRock, Inc. | $56.5M | 224,115 | 0.00% | 8q | -11.3%-$7.2M |
| AXXCESS WEALTH MANAGEMENT, LLC | $52.1M | 206,739 | 0.83% | new | NEW |
| Parker Investment Management, LLC | $51.6M | 204,468 | 3.94% | 14q | HELD |
| Corient Private Wealth LP | $48.6M | 192,572 | 0.03% | 15q | +110.7%+$25.5M |
| Belvedere Trading LLC | $45.7M | 52,411 | 0.05% | 2q | +381.8%+$36.2M |
| NewEdge Advisors, LLC | $45.5M | 180,228 | 0.14% | new | NEW |
| Howard Capital Management Group, LLC | $44.5M | 176,535 | 2.72% | 22q | -2.1%-$939.1K |
| OneDigital Investment Advisors LLC | $43.9M | 173,863 | 0.37% | 31q | -1.7%-$737.8K |
| Merit Financial Group, LLC | $42.2M | 167,288 | 0.13% | 15q | +97.7%+$20.8M |
| CITADEL ADVISORS LLC | $41.9M | options only | 0.00% | 24q | OPTIONS |
| FIRST MERCHANTS CORP | $40.8M | 161,871 | 1.44% | 28q | -2.4%-$996.1K |
| ASSETMARK, INC | $40.5M | 160,431 | 0.07% | 31q | +7.2%+$2.7M |
| Stratos Wealth Partners, LTD. | $38.5M | 152,728 | 0.39% | 31q | +1.2%+$473.7K |
| Creative Planning | $38.4M | 152,265 | 0.02% | 31q | HELD |
| COMMERCE BANK | $36.7M | 145,376 | 0.16% | 31q | HELD |
| Integrated Wealth Concepts LLC | $33.4M | 132,599 | 0.16% | 22q | +23.5%+$6.4M |
| Compound Planning, Inc. | $32.5M | 128,742 | 0.85% | 14q | -7.3%-$2.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $32.1M | 127,078 | 0.02% | 29q | +170.5%+$20.2M |
| Equitable Holdings, Inc. | $31.9M | 126,439 | 0.19% | 27q | -7.9%-$2.7M |
| Perigon Wealth Management, LLC | $28.7M | 113,658 | 0.45% | 15q | -3.5%-$1.0M |
| Patton Albertson Miller Group, LLC | $27.2M | 107,832 | 2.71% | 14q | +1.2%+$334.0K |
| JANE STREET GROUP, LLC | $26.6M | options only | 0.00% | 20q | OPTIONS |
| Capital Investment Advisors, LLC | $26.5M | 105,036 | 0.35% | 31q | -1.0%-$264.3K |
| Mariner, LLC | $25.8M | 102,615 | 0.03% | 23q | -24.2%-$8.2M |
| Stillwater Capital Advisors, LLC | $25.2M | 100,052 | 2.57% | 31q | -0.8%-$198.0K |
| FMR LLC | $24.6M | 97,559 | 0.00% | 31q | +13.3%+$2.9M |
| Cerity Partners LLC | $24.6M | 97,544 | 0.03% | 17q | +13.6%+$2.9M |
| SAGESPRING WEALTH PARTNERS, LLC | $23.8M | 94,407 | 0.37% | 7q | -9.0%-$2.4M |
| TritonPoint Partners, LLC | $23.7M | 93,853 | 1.96% | 3q | +4211.1%+$23.1M |
| Private Advisor Group, LLC | $23.5M | 93,125 | 0.11% | 31q | -47.2%-$21.0M |
| TRITONPOINT WEALTH, LLC | $23.3M | 92,429 | 2.29% | 11q | -3.0%-$730.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.3M | 92,976 | 0.04% | 14q | +1.0%+$239.8K |
| Advisory Services Network, LLC | $23.1M | 91,702 | 0.26% | 31q | -4.6%-$1.1M |
| Perennial Investment Advisors, LLC | $23.0M | 91,197 | 1.53% | 16q | -8.4%-$2.1M |
| BANK OF MONTREAL /CAN/ | $22.9M | 90,781 | 0.01% | 31q | -0.7%-$168.2K |
| Atria Investments, Inc | $22.7M | 90,046 | 0.23% | 16q | +18.0%+$3.5M |
| RVW Wealth, LLC | $22.6M | 89,777 | 1.49% | 7q | +1.1%+$255.0K |
| First Citizens Financial Corp | $22.5M | 89,186 | 9.40% | 26q | -0.9%-$209.6K |
| HC Advisors, LLC | $22.0M | 87,053 | 13.33% | 25q | -2.2%-$498.2K |
| Mendel Capital Management LLC | $21.4M | 84,767 | 9.62% | 18q | -1.6%-$338.2K |
| Arax Advisory Partners | $20.8M | 82,347 | 0.14% | 3q | +247.0%+$14.8M |
| Migdal Insurance & Financial Holdings Ltd. | $20.3M | 80,582 | 0.13% | 19q | HELD |
| TRUIST FINANCIAL CORP | $19.8M | 78,430 | 0.02% | 27q | -0.7%-$139.5K |
| Macro Advisors, Inc. | $19.6M | 77,817 | 6.26% | 2q | -25.6%-$6.8M |
| Atlantic Union Bankshares Corp | $18.4M | 72,794 | 0.31% | 5q | HELD |
| WCG Wealth Advisors LLC | $18.3M | 72,429 | 0.43% | 13q | -5.6%-$1.1M |
| NATIONAL BANK OF CANADA /FI/ | $17.7M | 70,286 | 0.01% | 19q | -0.6%-$104.9K |
| Fifth Third Securities, Inc. | $16.9M | 66,865 | 0.96% | 17q | +2.3%+$386.2K |
| Camarda Financial Advisors, LLC | $16.6M | 65,684 | 5.01% | new | NEW |
| COTTONWOOD CAPITAL ADVISORS, LLC | $16.3M | 64,798 | 9.85% | 19q | +1.4%+$233.1K |
| Rollins Financial Advisors, LLC | $16.1M | 63,934 | 2.12% | 11q | +8.6%+$1.3M |
| HUNTINGTON NATIONAL BANK | $16.1M | 63,790 | 0.08% | 31q | -1.1%-$172.0K |
| Pettinga Financial Advisors LLC | $15.9M | 62,900 | 2.54% | 15q | -11.0%-$2.0M |
| JOHNSON INVESTMENT COUNSEL INC | $15.7M | 62,336 | 0.11% | 31q | -0.7%-$106.7K |
| Farther Finance Advisors, LLC | $15.5M | 61,699 | 0.12% | 15q | -7.1%-$1.2M |
| Signature Wealth Management Partners, LLC | $15.5M | 61,513 | 7.23% | 23q | -0.8%-$130.7K |
| J.W. COLE ADVISORS, INC. | $15.4M | 60,936 | 0.26% | new | NEW |
| Finley Financial, LLC | $15.3M | 60,556 | 6.15% | 7q | -1.7%-$267.6K |
| CITIGROUP INC | $15.0M | 59,554 | 0.00% | 31q | +0.9%+$131.4K |
| Pathstone Holdings, LLC | $14.8M | 58,678 | 0.04% | 11q | +5.2%+$735.2K |
| Prospera Financial Services Inc | $14.6M | 57,766 | 0.21% | 31q | -2.3%-$348.1K |
| PRINCIPAL FINANCIAL GROUP INC | $14.5M | 57,381 | 0.01% | 5q | HELD |
| &PARTNERS | $14.4M | 57,592 | 0.06% | 10q | -25.2%-$4.9M |
Showing the largest 100 of 1,298 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 | 1,261 | $13.1B | 51,588,654 | 154 | 230 | 422 | 1.3% |
| Q1 2026 | 1,146 | $9.7B | 52,226,173 | 59 | 211 | 470 | 2.3% |
| Q4 2025 | 1,215 | $11.8B | 58,877,690 | 68 | 265 | 446 | 0.5% |
| Q3 2025 | 1,158 | $12.1B | 62,012,194 | 107 | 238 | 448 | 0.5% |
| Q2 2025 | 1,118 | $13.3B | 76,428,650 | 130 | 280 | 417 | 0.7% |
| Q1 2025 | 1,046 | $10.9B | 76,804,023 | 55 | 364 | 330 | 0.6% |
| Q4 2024 | 1,095 | $11.9B | 74,629,397 | 51 | 298 | 344 | 0.2% |
| Q3 2024 | 1,017 | $11.7B | 77,179,444 | 80 | 250 | 370 | 0.1% |
| Q2 2024 | 971 | $11.9B | 78,851,734 | 92 | 329 | 254 | 0.2% |
| Q1 2024 | 916 | $11.7B | 86,564,917 | 92 | 318 | 245 | 0.3% |
| Q4 2023 | 882 | $9.6B | 78,122,347 | 87 | 291 | 192 | 0.4% |
| Q3 2023 | 764 | $6.1B | 57,369,240 | 51 | 128 | 338 | 0.6% |
| Q2 2023 | 758 | $7.7B | 70,895,523 | 90 | 229 | 208 | 0.3% |
| Q1 2023 | 679 | $6.3B | 67,678,887 | 97 | 238 | 173 | 0.2% |
| Q4 2022 | 587 | $4.2B | 56,687,110 | 116 | 162 | 132 | 0.2% |
| Q3 2022 | 583 | $2.6B | 34,708,770 | 28 | 140 | 174 | 0.4% |
| Q2 2022 | 630 | $2.9B | 35,822,364 | 42 | 117 | 234 | 0.3% |
| Q1 2022 | 688 | $4.0B | 38,173,913 | 34 | 144 | 257 | 0.6% |
| Q4 2021 | 734 | $4.6B | 40,119,473 | 68 | 140 | 219 | 0.4% |
| Q3 2021 | 637 | $3.6B | 35,314,733 | 92 | 172 | 139 | 0.3% |
| Q2 2021 | 567 | $3.2B | 31,889,701 | 43 | 114 | 173 | 0.4% |
| Q1 2021 | 554 | $3.0B | 34,625,524 | 28 | 119 | 205 | 0.1% |
| Q4 2020 | 563 | $3.0B | 34,549,784 | 51 | 463 | 9 | 0.6% |
| Q3 2020 | 500 | $2.8B | 9,109,852 | 46 | 104 | 171 | 0.5% |
| Q2 2020 | 474 | $2.6B | 9,478,941 | 74 | 109 | 127 | 0.4% |
| Q1 2020 | 421 | $1.9B | 9,498,939 | 38 | 97 | 144 | 0.3% |
| Q4 2019 | 452 | $2.2B | 9,364,505 | 49 | 95 | 107 | 0.2% |
| Q3 2019 | 376 | $1.8B | 8,561,312 | 21 | 73 | 130 | 0.2% |
| Q2 2019 | 387 | $1.8B | 9,117,486 | 46 | 80 | 117 | 0.8% |
| Q1 2019 | 371 | $1.7B | 9,058,314 | 53 | 67 | 123 | 0.5% |
| Q4 2018 | 342 | $1.6B | 9,688,920 | 6 | 5 | 9 | 0.3% |