DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IWB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,562
Reporting holders
$39.3B
Reported value
0.0%
Calls
0.0%
Puts
+82
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 |
|---|---|---|---|---|---|
| FMR LLC | $4.1B | 9,942,793 | 0.18% | 31q | -1.2%-$47.9M |
| JONES FINANCIAL COMPANIES LLLP | $3.5B | 8,705,412 | 1.39% | 31q | -16.7%-$699.5M |
| BANK OF AMERICA CORP /DE/ | $1.9B | 4,567,154 | 0.12% | 31q | -11.4%-$241.0M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6B | 3,908,505 | 0.38% | 31q | -10.0%-$178.0M |
| M&T Bank Corp | $1.2B | 2,899,576 | 3.48% | 26q | +1.3%+$15.7M |
| NORTHERN TRUST CORP | $1.0B | 2,550,767 | 0.12% | 31q | -4.1%-$44.1M |
| LPL Financial LLC | $1.0B | 2,543,875 | 0.23% | 31q | HELD |
| PNC Financial Services Group, Inc. | $947.3M | 2,313,380 | 0.47% | 31q | -0.7%-$6.6M |
| BlackRock, Inc. | $937.7M | 2,289,986 | 0.01% | 8q | +39.8%+$266.8M |
| MORGAN STANLEY | $835.7M | 2,040,874 | 0.04% | 35q | +0.5%+$4.5M |
| Focus Partners Wealth | $761.4M | 1,859,370 | 0.78% | 11q | -3.8%-$30.1M |
| Millburn Ridgefield LLC /DE/ | $670.7M | 1,637,759 | 12.70% | 31q | HELD |
| Catalyst Capital Advisors LLC | $670.7M | 1,637,759 | 11.12% | 31q | HELD |
| JPMORGAN CHASE & CO | $664.1M | 1,634,389 | 0.04% | 31q | +29.1%+$149.5M |
| WELLS FARGO & COMPANY/MN | $646.1M | 1,577,820 | 0.10% | 31q | HELD |
| JOHNSON INVESTMENT COUNSEL INC | $585.3M | 1,429,386 | 4.28% | 31q | +0.7%+$4.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $547.7M | 1,337,416 | 0.29% | 31q | -3.1%-$17.5M |
| BOKF, NA | $524.7M | 1,281,418 | 7.23% | 30q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $520.3M | 1,270,498 | 0.79% | 31q | -0.7%-$3.8M |
| UBS Group AG | $466.2M | 1,138,581 | 0.06% | 31q | HELD |
| Pathstone Holdings, LLC | $463.9M | 1,132,924 | 1.35% | 11q | +1.9%+$8.6M |
| GOLDMAN SACHS GROUP INC | $443.1M | 1,081,981 | 0.04% | 31q | -7.4%-$35.5M |
| US BANCORP \DE\ | $350.8M | 856,684 | 0.38% | 31q | -4.0%-$14.5M |
| Dynasty Wealth Management, LLC | $343.2M | 838,203 | 2.55% | 5q | +42212.1%+$342.4M |
| FIFTH THIRD BANCORP | $341.2M | 833,092 | 0.55% | 31q | -2.0%-$6.9M |
| Cerity Partners LLC | $334.0M | 815,660 | 0.40% | 31q | +1.9%+$6.4M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $323.9M | 791,000 | 2.12% | 21q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $295.4M | 721,484 | 0.37% | 30q | -8.1%-$25.9M |
| Legacy Wealth Management, LLC | $287.7M | 702,613 | 15.05% | 31q | -0.8%-$2.3M |
| Creative Planning | $266.7M | 651,215 | 0.16% | 31q | +1.4%+$3.7M |
| Capstone Financial Advisors, Inc. | $261.1M | 637,495 | 12.72% | 26q | -1.4%-$3.6M |
| Pinnacle Financial Partners, Inc. | $256.1M | 625,348 | 1.75% | 3q | +2.6%+$6.4M |
| Mariner, LLC | $231.9M | 566,204 | 0.24% | 31q | -2.5%-$5.9M |
| RAYMOND JAMES FINANCIAL INC | $231.4M | 565,167 | 0.06% | 7q | -4.5%-$11.0M |
| HighTower Advisors, LLC | $214.8M | 524,619 | 0.21% | 31q | HELD |
| IEQ CAPITAL, LLC | $201.7M | 492,609 | 0.93% | 27q | -4.4%-$9.3M |
| AMERIPRISE FINANCIAL INC | $197.6M | 482,320 | 0.04% | 31q | +0.5%+$1.1M |
| OpenArc Corporate Advisory, LLC | $179.1M | 437,245 | 2.13% | new | NEW |
| Empower Advisory Group, LLC | $176.3M | 430,492 | 0.42% | 14q | -2.7%-$4.9M |
| TRUIST FINANCIAL CORP | $168.3M | 410,929 | 0.20% | 31q | -4.4%-$7.7M |
| Cetera Investment Advisers | $156.1M | 381,177 | 0.14% | 23q | +5.6%+$8.2M |
| CIBC Bancorp USA Inc. | $155.6M | 380,082 | 0.19% | 2q | +0.6%+$956.6K |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | $155.6M | 379,919 | 14.73% | 25q | -3.9%-$6.3M |
| ROYAL BANK OF CANADA | $144.3M | 352,340 | 0.02% | 31q | -6.6%-$10.1M |
| MPS Loria Financial Planners, LLC | $142.3M | 347,484 | 32.71% | 31q | +1.9%+$2.7M |
| BANK OF MONTREAL /CAN/ | $140.0M | 341,972 | 0.05% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $136.3M | 336,014 | 0.23% | 30q | +0.7%+$969.3K |
| Cambridge Investment Research Advisors, Inc. | $134.0M | 327,250 | 0.15% | 31q | +94.2%+$65.0M |
| HSBC HOLDINGS PLC | $130.4M | 318,478 | 0.05% | 31q | -2.2%-$2.9M |
| Waverly Advisors, LLC | $128.9M | 314,703 | 0.75% | 31q | -1.4%-$1.8M |
| SAGESPRING WEALTH PARTNERS, LLC | $127.4M | 311,153 | 1.96% | 6q | +11807.9%+$126.3M |
| NorthRock Partners, LLC | $120.9M | 295,228 | 1.75% | 15q | -1.0%-$1.2M |
| Arbor Investment Advisors, LLC | $116.7M | 284,885 | 13.20% | 31q | -2.1%-$2.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $114.5M | 279,636 | 0.39% | 2q | +2.6%+$2.9M |
| Johns Hopkins University | $108.3M | 264,479 | 7.24% | 10q | HELD |
| COMMERCE BANK | $107.5M | 262,586 | 0.47% | 31q | HELD |
| McKinley Carter Wealth Services, Inc. | $102.1M | 249,432 | 5.26% | 31q | +0.9%+$871.8K |
| Winthrop Advisory Group LLC | $101.4M | 247,599 | 6.83% | 31q | -0.7%-$753.9K |
| AQR CAPITAL MANAGEMENT LLC | $97.8M | 238,849 | 0.03% | 11q | +41.9%+$28.9M |
| AMG National Trust Bank | $96.8M | 236,272 | 1.98% | 31q | -9.2%-$9.8M |
| TIAA Wealth Investment Management LLC | $94.8M | 233,438 | 0.63% | 2q | -6.8%-$6.9M |
| Baird Financial Group, Inc. | $93.1M | 227,369 | 0.13% | 31q | -0.8%-$750.2K |
| OSAIC HOLDINGS, INC. | $92.0M | 224,503 | 0.11% | 26q | +8.6%+$7.3M |
| MILLENNIUM MANAGEMENT LLC | $85.9M | 209,766 | 0.03% | 3q | -59.8%-$127.8M |
| STIFEL FINANCIAL CORP | $85.7M | 209,271 | 0.07% | 31q | +8.7%+$6.8M |
| Ballentine Partners, LLC | $84.2M | 205,671 | 1.03% | 31q | HELD |
| COLDSTREAM CAPITAL MANAGEMENT INC | $80.9M | 197,624 | 1.01% | 30q | -1.5%-$1.2M |
| JFS WEALTH ADVISORS, LLC | $80.4M | 196,255 | 4.01% | 31q | -1.6%-$1.3M |
| BOK Financial Private Wealth, Inc. | $79.0M | 192,855 | 4.05% | 31q | -1.5%-$1.2M |
| WASHINGTON TRUST Co | $76.8M | 187,582 | 2.39% | 31q | -0.9%-$733.8K |
| Corient Private Wealth LP | $75.7M | 184,908 | 0.10% | 15q | +3.0%+$2.2M |
| BNP PARIBAS FINANCIAL MARKETS | $71.9M | 175,478 | 0.02% | 13q | -2.7%-$2.0M |
| BROWN ADVISORY INC | $71.0M | 173,341 | 0.11% | 31q | -15.0%-$12.5M |
| Mason & Associates Inc | $68.0M | 166,139 | 10.99% | 3q | +0.7%+$468.5K |
| Boston Partners | $67.7M | 165,274 | 0.06% | 2q | +53386.7%+$67.6M |
| Bank of New York Mellon Corp | $66.7M | 162,958 | 0.01% | 31q | -1.2%-$784.6K |
| BRIGHTON JONES LLC | $65.9M | 161,000 | 1.23% | 31q | HELD |
| Enclave Advisors LLC | $65.5M | 159,905 | 8.28% | 8q | -1.0%-$685.5K |
| Hippocratic Financial Advisors, LLC | $64.9M | 158,526 | 24.49% | 5q | +3.5%+$2.2M |
| Norinchukin Bank, The | $63.5M | 155,000 | 0.62% | new | NEW |
| Napier Financial, LLC | $62.6M | 152,880 | 13.04% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $61.3M | 149,580 | 0.08% | 31q | -3.9%-$2.5M |
| DT Investment Partners, LLC | $61.0M | 148,918 | 4.55% | 31q | +20.3%+$10.3M |
| Gotham Asset Management, LLC | $60.8M | 148,358 | 0.14% | 7q | +16.1%+$8.4M |
| PRINCIPAL SECURITIES, INC. | $60.3M | 147,167 | 0.73% | 11q | -19.3%-$14.4M |
| JT Stratford LLC | $60.0M | 146,428 | 6.57% | 31q | +4.6%+$2.6M |
| Wealthspire Advisors, LLC | $59.4M | 145,102 | 0.33% | 23q | +75.3%+$25.5M |
| Beacon Pointe Advisors, LLC | $58.0M | 141,523 | 0.27% | 31q | -3.3%-$2.0M |
| CHOREO, LLC | $57.1M | 139,506 | 0.63% | 50q | -1.6%-$909.5K |
| Financial Management Professionals, Inc. | $56.3M | 137,398 | 5.34% | 31q | +18.0%+$8.6M |
| Rockefeller Capital Management L.P. | $55.0M | 134,401 | 0.08% | 29q | -2.9%-$1.7M |
| NIXON PEABODY TRUST CO | $54.0M | 131,839 | 3.82% | 10q | HELD |
| Wealthfront Advisers LLC | $52.8M | 128,979 | 0.10% | 21q | HELD |
| NewEdge Advisors, LLC | $52.4M | 128,083 | 0.16% | 31q | +2.1%+$1.1M |
| Jordan Park Group LLC | $51.8M | 126,399 | 2.62% | 20q | +2.5%+$1.3M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $50.9M | 124,298 | 0.73% | 9q | HELD |
| Conservest Capital Advisors, Inc. | $50.1M | 122,456 | 3.99% | 31q | -5.9%-$3.2M |
| Keel Point, LLC | $50.1M | 122,452 | 2.96% | 31q | -1.2%-$617.1K |
| Trust Co | $49.8M | 121,730 | 4.50% | 22q | -0.9%-$431.2K |
| Brewster Financial Planning LLC | $48.7M | 119,018 | 26.76% | 19q | -0.8%-$394.8K |
Showing the largest 100 of 1,563 reported holders. The count of 1,562 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, 1,562 managers that file Form 13F reported holding Ishares Tr (IWB), $39.3B in all. 142 managers opened a position and 60 sold out completely, against 1,480 holders the quarter before. Largest holders: Fmr Llc, Jones Financial Companies Lllp and Bank Of America Corp /De/. Largest new positions: Openarc Corporate Advisory, Llc ($179.1M), Norinchukin Bank, The ($63.5M) and Renaissance Technologies Llc ($17.5M).
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 | 655 | $4.0B | 9,615,599 | 32 | 105 | 185 | 0.0% |
| Q2 2026 | 1,562 | $39.3B | 96,152,212 | 118 | 270 | 503 | 0.0% |
| Q1 2026 | 1,480 | $34.9B | 98,002,851 | 66 | 299 | 462 | 0.1% |
| Q4 2025 | 1,505 | $38.0B | 101,681,899 | 76 | 307 | 444 | 0.1% |
| Q3 2025 | 1,424 | $36.5B | 99,889,417 | 85 | 264 | 430 | 0.1% |
| Q2 2025 | 1,395 | $33.2B | 97,869,399 | 109 | 336 | 369 | 0.1% |
| Q1 2025 | 1,349 | $30.1B | 97,931,630 | 74 | 311 | 391 | 0.2% |
| Q4 2024 | 1,364 | $33.5B | 103,614,466 | 75 | 289 | 374 | 0.3% |
| Q3 2024 | 1,272 | $31.0B | 98,518,009 | 74 | 266 | 365 | 0.2% |
| Q2 2024 | 1,258 | $29.8B | 100,214,651 | 86 | 251 | 368 | 0.1% |
| Q1 2024 | 1,229 | $30.6B | 106,410,379 | 92 | 226 | 387 | 0.2% |
| Q4 2023 | 1,218 | $27.1B | 103,202,818 | 99 | 320 | 333 | 0.2% |
| Q3 2023 | 1,100 | $23.2B | 98,849,458 | 49 | 225 | 356 | 0.1% |
| Q2 2023 | 1,108 | $24.7B | 100,507,938 | 79 | 199 | 346 | 0.6% |
| Q1 2023 | 1,066 | $25.3B | 136,527,519 | 65 | 198 | 368 | 0.0% |
| Q4 2022 | 1,082 | $22.8B | 108,754,810 | 92 | 308 | 312 | 0.0% |
| Q3 2022 | 998 | $128.3B | 654,492,552 | 50 | 253 | 287 | 0.0% |
| Q2 2022 | 1,016 | $164.9B | 794,414,272 | 68 | 293 | 274 | 0.0% |
| Q1 2022 | 1,044 | $194.8B | 778,863,249 | 61 | 226 | 334 | 0.0% |
| Q4 2021 | 1,056 | $170.6B | 645,372,051 | 77 | 222 | 277 | 0.0% |
| Q3 2021 | 935 | $197.5B | 816,888,894 | 49 | 206 | 270 | 0.0% |
| Q2 2021 | 923 | $230.4B | 948,352,157 | 42 | 217 | 289 | 0.0% |
| Q1 2021 | 918 | $213.9B | 955,544,680 | 52 | 199 | 314 | 0.0% |
| Q4 2020 | 907 | $124.8B | 589,167,662 | 71 | 190 | 259 | 0.0% |
| Q3 2020 | 822 | $102.1B | 545,648,118 | 60 | 134 | 324 | 0.0% |
| Q2 2020 | 799 | $69.4B | 404,360,739 | 79 | 153 | 316 | 0.0% |
| Q1 2020 | 774 | $54.3B | 383,578,192 | 52 | 201 | 278 | 0.0% |
| Q4 2019 | 818 | $67.2B | 376,466,538 | 57 | 181 | 228 | 0.0% |
| Q3 2019 | 715 | $51.5B | 311,995,254 | 51 | 165 | 213 | 0.0% |
| Q2 2019 | 699 | $76.8B | 471,165,004 | 48 | 168 | 212 | 0.1% |
| Q1 2019 | 686 | $57.0B | 362,058,826 | 51 | 141 | 243 | 0.0% |
| Q4 2018 | 700 | $41.3B | 299,788,060 | 8 | 14 | 7 | 0.1% |