DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IVW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,145
Reporting holders
$55.3B
Reported value
0.0%
Calls
0.0%
Puts
+87
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $6.8B | 49,275,443 | 1.60% | 31q | HELD |
| JPMORGAN CHASE & CO | $5.4B | 39,457,799 | 0.30% | 31q | -2.5%-$135.2M |
| MORGAN STANLEY | $4.8B | 34,601,758 | 0.25% | 35q | +0.9%+$40.6M |
| LPL Financial LLC | $3.0B | 21,564,794 | 0.67% | 31q | +3.2%+$92.9M |
| BANK OF AMERICA CORP /DE/ | $2.9B | 20,803,829 | 0.18% | 31q | +5.2%+$140.9M |
| WELLS FARGO & COMPANY/MN | $2.1B | 15,408,492 | 0.34% | 31q | HELD |
| UBS Group AG | $1.1B | 8,213,429 | 0.14% | 31q | -4.3%-$50.2M |
| STIFEL FINANCIAL CORP | $1.1B | 8,171,635 | 0.93% | 31q | +12.1%+$121.1M |
| AMERIPRISE FINANCIAL INC | $1.1B | 8,007,251 | 0.22% | 31q | HELD |
| PNC Financial Services Group, Inc. | $720.1M | 5,236,259 | 0.36% | 31q | -2.9%-$21.1M |
| Cetera Investment Advisers | $658.7M | 4,789,797 | 0.60% | 31q | +0.7%+$4.8M |
| BlackRock, Inc. | $601.4M | 4,372,824 | 0.01% | 8q | -3.5%-$21.8M |
| RAYMOND JAMES FINANCIAL INC | $586.3M | 4,262,762 | 0.16% | 7q | +9.6%+$51.1M |
| GOLDMAN SACHS GROUP INC | $581.1M | 4,224,901 | 0.05% | 31q | -1.4%-$8.4M |
| MML INVESTORS SERVICES, LLC | $547.8M | 3,983,147 | 1.12% | 31q | +19.4%+$89.0M |
| PARK AVENUE SECURITIES LLC | $532.1M | 3,868,755 | 3.32% | 25q | HELD |
| M&T Bank Corp | $530.3M | 3,855,837 | 1.55% | 26q | -2.5%-$13.3M |
| Lido Advisors, LLC | $500.2M | 3,637,150 | 1.36% | 31q | -6.1%-$32.6M |
| ROYAL BANK OF CANADA | $495.4M | 3,602,660 | 0.07% | 31q | +1.8%+$8.7M |
| Envestnet Portfolio Solutions, Inc. | $491.0M | 3,569,833 | 2.35% | 12q | -2.3%-$11.5M |
| Mariner, LLC | $449.7M | 3,269,520 | 0.47% | 31q | -8.3%-$40.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $424.3M | 3,084,786 | 0.53% | 31q | +1.6%+$6.6M |
| JONES FINANCIAL COMPANIES LLLP | $423.8M | 3,194,451 | 0.17% | 31q | +6.8%+$27.1M |
| REGIONS FINANCIAL CORP | $359.9M | 2,617,108 | 2.15% | 31q | -2.9%-$10.7M |
| Janney Montgomery Scott LLC | $332.0M | 2,413,813 | 0.64% | 31q | HELD |
| Foundations Investment Advisors, LLC | $331.5M | 2,410,689 | 3.41% | 16q | +5.9%+$18.4M |
| SOFI WEALTH, LLC | $323.1M | 2,349,051 | 13.00% | 7q | +4.4%+$13.7M |
| Cambridge Investment Research Advisors, Inc. | $308.3M | 2,241,779 | 0.35% | 31q | +96.7%+$151.6M |
| HB Wealth Management, LLC | $302.7M | 2,200,705 | 1.70% | 19q | -1.6%-$4.9M |
| FMR LLC | $281.6M | 2,047,686 | 0.01% | 31q | HELD |
| HighTower Advisors, LLC | $278.1M | 2,021,788 | 0.27% | 31q | -1.4%-$4.0M |
| OSAIC HOLDINGS, INC. | $277.0M | 2,013,076 | 0.33% | 26q | +2.4%+$6.5M |
| Bank of New York Mellon Corp | $275.1M | 2,000,012 | 0.05% | 31q | +1.1%+$3.1M |
| Focus Partners Wealth | $267.9M | 1,947,941 | 0.27% | 11q | +2.3%+$6.0M |
| NewEdge Advisors, LLC | $253.3M | 1,841,602 | 0.75% | 31q | +1.1%+$2.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.0M | 1,657,682 | 0.12% | 31q | HELD |
| FIFTH THIRD BANCORP | $196.6M | 1,429,702 | 0.32% | 31q | -4.5%-$9.4M |
| Thrivent Financial for Lutherans | $190.6M | 1,389,402 | 0.32% | 31q | -5.4%-$10.8M |
| HUNTINGTON NATIONAL BANK | $183.1M | 1,331,306 | 0.89% | 31q | -3.2%-$6.0M |
| Rehmann Capital Advisory Group | $179.3M | 1,303,025 | 8.21% | 26q | +11.9%+$19.0M |
| JB Capital LLC | $178.2M | 1,295,626 | 6.17% | 13q | -3.2%-$5.9M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $177.3M | 1,288,834 | 1.31% | 31q | HELD |
| Sanctuary Advisors, LLC | $168.3M | 1,223,682 | 0.78% | 9q | -13.0%-$25.2M |
| Calamos Wealth Management LLC | $157.8M | 1,147,615 | 4.76% | 31q | +1.9%+$2.9M |
| TRUIST FINANCIAL CORP | $157.1M | 1,142,608 | 0.19% | 31q | -6.6%-$11.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $154.7M | 1,124,043 | 0.85% | 31q | +1.7%+$2.5M |
| MAI Capital Management | $154.7M | 1,124,765 | 0.58% | 31q | +1.5%+$2.3M |
| Cerity Partners LLC | $147.8M | 1,074,898 | 0.18% | 31q | +4.3%+$6.1M |
| LVZ, Inc. | $142.6M | 1,036,902 | 14.49% | 31q | -1.0%-$1.5M |
| COURIER CAPITAL LLC | $126.3M | 918,582 | 6.31% | 31q | -4.6%-$6.1M |
| Rockefeller Capital Management L.P. | $123.8M | 900,491 | 0.19% | 31q | +1.7%+$2.1M |
| Kestra Advisory Services, LLC | $118.5M | 861,433 | 0.38% | 24q | HELD |
| Advocacy Wealth Management, LLC | $111.0M | 807,434 | 4.03% | 11q | -2.6%-$2.9M |
| Steward Partners Investment Advisory, LLC | $109.4M | 795,103 | 0.56% | 31q | -41.6%-$78.0M |
| Baird Financial Group, Inc. | $107.7M | 783,316 | 0.15% | 31q | -11.4%-$13.8M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $104.8M | 762,341 | 1.38% | 15q | -9.8%-$11.4M |
| Ascent Group, LLC | $101.3M | 736,912 | 3.03% | 13q | +0.6%+$606.4K |
| Modern Wealth Management, LLC | $101.2M | 735,644 | 1.21% | 11q | +24.1%+$19.6M |
| TWO SIGMA INVESTMENTS, LP | $98.7M | 717,831 | 0.07% | 29q | -63.6%-$172.3M |
| NORTHERN TRUST CORP | $97.7M | 710,390 | 0.01% | 31q | -3.2%-$3.2M |
| AE Wealth Management LLC | $97.5M | 709,045 | 0.45% | 31q | -0.8%-$804.3K |
| Triad Wealth Partners, LLC | $96.5M | 697,889 | 5.69% | 9q | +48.4%+$31.5M |
| KEYBANK NATIONAL ASSOCIATION/OH | $96.2M | 699,654 | 0.32% | 31q | -1.1%-$1.1M |
| Creative Planning | $92.4M | 671,647 | 0.05% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $89.8M | 647,650 | 0.15% | 27q | +7.3%+$6.1M |
| Modera Wealth Management, LLC | $86.1M | 625,957 | 0.92% | 31q | -1.6%-$1.4M |
| Stegner Investment Associates Inc. | $83.7M | 608,731 | 39.80% | 24q | -0.9%-$764.5K |
| Atria Investments, Inc | $83.0M | 603,475 | 0.83% | 25q | +3.3%+$2.6M |
| Vise Technologies, Inc. | $81.9M | 595,611 | 0.93% | 5q | +162.4%+$50.7M |
| Arkadios Wealth Advisors | $80.9M | 588,050 | 1.22% | 12q | +18.5%+$12.6M |
| BANK OF MONTREAL /CAN/ | $80.5M | 585,670 | 0.03% | 31q | -1.7%-$1.4M |
| US BANCORP \DE\ | $79.6M | 578,774 | 0.09% | 31q | HELD |
| Salomon & Ludwin, LLC | $79.1M | 578,289 | 6.51% | 31q | -3.4%-$2.8M |
| Valmark Advisers, Inc. | $78.4M | 569,928 | 0.83% | 31q | -4.0%-$3.2M |
| SilverOak Wealth Management LLC | $77.0M | 559,953 | 9.92% | 11q | -1.2%-$962.4K |
| CreativeOne Wealth, LLC | $73.2M | 531,981 | 1.58% | 23q | +4.6%+$3.2M |
| HARBOUR INVESTMENTS, INC. | $72.5M | 527,487 | 0.98% | 21q | -1.0%-$732.5K |
| North Star Investment Management Corp. | $69.6M | 505,966 | 3.78% | 31q | +0.9%+$602.8K |
| CAPTRUST FINANCIAL ADVISORS | $68.8M | 500,578 | 0.11% | 31q | +2.3%+$1.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $68.5M | 497,843 | 0.08% | 30q | +42.1%+$20.3M |
| Private Advisor Group, LLC | $68.4M | 497,075 | 0.31% | 31q | -27.8%-$26.3M |
| Probity Advisors, Inc. | $67.3M | 489,655 | 9.63% | 29q | -2.3%-$1.6M |
| West Wealth Group, LLC | $67.0M | 486,868 | 10.95% | 12q | +3.8%+$2.4M |
| MIDLAND WEALTH ADVISORS, LLC | $66.1M | 480,380 | 3.10% | 11q | -4.5%-$3.1M |
| Icon Wealth Advisors, LLC | $65.6M | 476,929 | 3.95% | 13q | -3.2%-$2.2M |
| SCS Capital Management LLC | $64.2M | 466,610 | 0.61% | 26q | -1.1%-$708.3K |
| MGO ONE SEVEN LLC | $60.3M | 438,642 | 1.00% | 31q | +1.0%+$604.2K |
| PRINCIPAL SECURITIES, INC. | $58.9M | 428,592 | 0.71% | 11q | +1.5%+$891.1K |
| Sigma Planning Corp | $58.8M | 427,683 | 1.48% | 31q | -1.1%-$641.3K |
| USA FINANCIAL FORMULAS | $57.5M | 418,090 | 10.53% | new | FIRST |
| Pathstone Holdings, LLC | $56.0M | 407,233 | 0.16% | 11q | +15.4%+$7.5M |
| CITIGROUP INC | $56.0M | 407,199 | 0.02% | 31q | +19.1%+$9.0M |
| CHOREO, LLC | $55.4M | 402,802 | 0.61% | 50q | -1.8%-$1.0M |
| AQR CAPITAL MANAGEMENT LLC | $55.4M | 402,461 | 0.02% | 10q | +20.1%+$9.3M |
| &PARTNERS | $55.3M | 401,071 | 0.23% | 11q | -8.1%-$4.9M |
| MA Private Wealth | $54.4M | 395,664 | 8.11% | 12q | +1.4%+$732.3K |
| Clearstead Advisors, LLC | $51.6M | 374,870 | 0.49% | 31q | +1.4%+$727.3K |
| ShoreHaven Wealth Partners, LLC | $51.3M | 373,246 | 16.15% | 23q | +22.2%+$9.3M |
| OneDigital Investment Advisors LLC | $51.1M | 371,331 | 0.43% | 31q | -5.1%-$2.7M |
| Sharkey, Howes & Javer | $50.9M | 369,845 | 6.14% | 12q | HELD |
Showing the largest 100 of 2,146 reported holders. The count of 2,145 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,145 managers that file Form 13F reported holding Ishares Tr (IVW), $55.3B in all. 190 managers opened a position and 103 sold out completely, against 2,058 holders the quarter before. Largest holders: Envestnet Asset Management Inc, Jpmorgan Chase & Co and Morgan Stanley. Largest new positions: J.W. Cole Advisors, Inc. ($45.8M), Diversify Advisory Services, Llc ($26.5M) and Gallagher Capital Advisors, Llc ($20.7M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,022 | $7.7B | 54,131,448 | 48 | 266 | 311 | 0.0% |
| Q2 2026 | 2,145 | $55.3B | 402,875,940 | 160 | 562 | 710 | 0.0% |
| Q1 2026 | 2,058 | $45.8B | 406,151,225 | 83 | 656 | 654 | 0.0% |
| Q4 2025 | 2,083 | $49.7B | 400,330,968 | 74 | 548 | 681 | 0.1% |
| Q3 2025 | 1,942 | $53.6B | 443,761,263 | 112 | 484 | 679 | 0.1% |
| Q2 2025 | 1,895 | $45.0B | 408,795,366 | 129 | 470 | 697 | 0.1% |
| Q1 2025 | 1,842 | $38.3B | 412,413,837 | 84 | 546 | 618 | 0.1% |
| Q4 2024 | 1,881 | $58.1B | 571,589,507 | 88 | 465 | 625 | 0.0% |
| Q3 2024 | 1,708 | $43.5B | 455,102,447 | 93 | 449 | 630 | 0.2% |
| Q2 2024 | 1,666 | $44.1B | 476,323,674 | 120 | 554 | 461 | 0.1% |
| Q1 2024 | 1,607 | $41.7B | 493,027,976 | 133 | 504 | 515 | 0.1% |
| Q4 2023 | 1,554 | $31.8B | 423,106,018 | 93 | 432 | 481 | 0.0% |
| Q3 2023 | 1,413 | $26.3B | 383,385,576 | 119 | 413 | 418 | 0.1% |
| Q2 2023 | 1,347 | $22.2B | 313,711,979 | 113 | 328 | 434 | 0.2% |
| Q1 2023 | 1,269 | $20.2B | 314,410,793 | 78 | 306 | 448 | 0.1% |
| Q4 2022 | 1,266 | $19.6B | 335,283,365 | 90 | 306 | 461 | 0.1% |
| Q3 2022 | 1,189 | $192.6B | 3,329,298,803 | 58 | 332 | 382 | 0.0% |
| Q2 2022 | 1,208 | $195.1B | 3,231,468,073 | 62 | 323 | 440 | 0.0% |
| Q1 2022 | 1,294 | $272.4B | 3,565,438,988 | 63 | 344 | 451 | 0.0% |
| Q4 2021 | 1,350 | $289.3B | 3,455,760,665 | 106 | 321 | 390 | 0.0% |
| Q3 2021 | 1,159 | $219.7B | 2,972,848,501 | 72 | 258 | 390 | 0.0% |
| Q2 2021 | 1,137 | $213.2B | 2,925,099,461 | 64 | 266 | 422 | 0.0% |
| Q1 2021 | 1,098 | $185.5B | 2,854,510,281 | 57 | 218 | 452 | 0.0% |
| Q4 2020 | 1,120 | $189.2B | 2,947,152,775 | 68 | 229 | 423 | 0.0% |
| Q3 2020 | 1,005 | $173.5B | 753,423,916 | 57 | 230 | 414 | 0.0% |
| Q2 2020 | 998 | $159.7B | 770,253,132 | 99 | 239 | 390 | 0.0% |
| Q1 2020 | 943 | $121.0B | 733,727,097 | 67 | 239 | 377 | 0.0% |
| Q4 2019 | 985 | $109.5B | 565,959,248 | 59 | 251 | 308 | 0.0% |
| Q3 2019 | 865 | $43.9B | 245,081,004 | 41 | 231 | 297 | 0.1% |
| Q2 2019 | 869 | $67.8B | 379,279,801 | 56 | 242 | 306 | 0.1% |
| Q1 2019 | 849 | $61.1B | 355,564,618 | 68 | 217 | 325 | 0.0% |
| Q4 2018 | 825 | $31.6B | 209,804,253 | 5 | 18 | 14 | 0.0% |