DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IWD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,991
Reporting holders
$64.5B
Reported value
0.1%
Calls
0.0%
Puts
+75
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $10.8B | 44,711,921 | 0.70% | 31q | -3.1%-$347.3M |
| MORGAN STANLEY | $9.9B | 40,662,951 | 0.52% | 35q | -3.7%-$379.2M |
| GOLDMAN SACHS GROUP INC | $2.8B | 11,508,393 | 0.24% | 31q | -1.1%-$30.6M |
| FMR LLC | $2.2B | 8,896,508 | 0.09% | 31q | -4.2%-$95.6M |
| AMERIPRISE FINANCIAL INC | $2.1B | 8,644,566 | 0.42% | 31q | +625.2%+$1.8B |
| JPMORGAN CHASE & CO | $2.1B | 8,498,901 | 0.11% | 31q | -1.7%-$35.5M |
| Financial Engines Advisors L.L.C. | $1.9B | 7,898,903 | 3.40% | 31q | -1.5%-$29.2M |
| ENVESTNET ASSET MANAGEMENT INC | $1.6B | 6,717,263 | 0.38% | 31q | -2.5%-$41.5M |
| UBS Group AG | $1.5B | 6,325,816 | 0.20% | 31q | -3.8%-$61.4M |
| Baird Financial Group, Inc. | $1.5B | 6,192,377 | 2.06% | 31q | +2.7%+$40.1M |
| WELLS FARGO & COMPANY/MN | $1.4B | 5,686,036 | 0.22% | 31q | +13.4%+$162.7M |
| RAYMOND JAMES FINANCIAL INC | $1.3B | 5,232,373 | 0.34% | 7q | -5.1%-$67.9M |
| NORTHERN TRUST CORP | $1.0B | 4,160,192 | 0.12% | 31q | -19.3%-$241.7M |
| LPL Financial LLC | $980.1M | 4,042,964 | 0.22% | 31q | -5.6%-$58.6M |
| M&T Bank Corp | $919.8M | 3,793,923 | 2.70% | 26q | HELD |
| PNC Financial Services Group, Inc. | $826.9M | 3,411,025 | 0.41% | 31q | +0.7%+$6.1M |
| Pinnacle Financial Partners, Inc. | $789.6M | 3,257,065 | 5.38% | 3q | HELD |
| PRUDENTIAL FINANCIAL INC | $753.4M | 3,107,712 | 0.82% | 35q | -16.8%-$152.3M |
| JONES FINANCIAL COMPANIES LLLP | $659.8M | 2,718,123 | 0.26% | 31q | +2.9%+$18.7M |
| ROYAL BANK OF CANADA | $530.3M | 2,187,427 | 0.08% | 31q | -1.4%-$7.4M |
| TRUIST FINANCIAL CORP | $519.6M | 2,143,441 | 0.62% | 31q | -0.8%-$4.4M |
| Jasper Ridge Partners, L.P. | $495.9M | 2,045,358 | 10.57% | 31q | -17.1%-$102.3M |
| STIFEL FINANCIAL CORP | $441.7M | 1,821,926 | 0.37% | 31q | +24.3%+$86.3M |
| GLOBALT Investments LLC / GA | $415.9M | 1,715,696 | 14.03% | 11q | -1.9%-$8.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $388.2M | 1,601,482 | 0.49% | 31q | HELD |
| Rockefeller Capital Management L.P. | $372.0M | 1,534,580 | 0.57% | 31q | HELD |
| Focus Partners Wealth | $343.4M | 1,416,627 | 0.35% | 11q | HELD |
| Stairway Partners, LLC | $322.9M | 1,331,855 | 15.21% | 31q | HELD |
| 71 West Capital Partners | $316.8M | 1,306,647 | 10.95% | 3q | +3.3%+$10.3M |
| Cetera Investment Advisers | $302.0M | 1,245,656 | 0.28% | 31q | +1.3%+$3.9M |
| NATIXIS ADVISORS, LLC | $287.9M | 1,187,387 | 0.32% | 31q | -6.9%-$21.4M |
| CITIGROUP INC | $284.2M | 1,172,263 | 0.09% | 31q | +6.7%+$17.9M |
| FIFTH THIRD BANCORP | $279.4M | 1,152,535 | 0.45% | 31q | -3.3%-$9.5M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $265.1M | 1,093,500 | 0.91% | 2q | +2.8%+$7.1M |
| HighTower Advisors, LLC | $252.6M | 1,041,916 | 0.24% | 31q | -4.4%-$11.6M |
| OAKWORTH CAPITAL, INC. | $213.4M | 877,912 | 10.15% | 31q | +1.8%+$3.8M |
| Waldron Private Wealth LLC | $206.9M | 853,400 | 7.16% | 31q | -1.9%-$3.9M |
| Cerity Partners LLC | $205.6M | 848,030 | 0.25% | 31q | +4.0%+$7.9M |
| OpenArc Corporate Advisory, LLC | $195.7M | 807,045 | 2.33% | 3q | +8.0%+$14.5M |
| US BANCORP \DE\ | $192.3M | 793,380 | 0.21% | 31q | -0.9%-$1.8M |
| Bank of New York Mellon Corp | $190.8M | 786,854 | 0.03% | 31q | -12.9%-$28.3M |
| OSAIC HOLDINGS, INC. | $190.4M | 785,470 | 0.22% | 26q | +10.1%+$17.5M |
| VICTORY CAPITAL MANAGEMENT INC | $180.0M | 742,315 | 0.10% | 5q | -4.9%-$9.3M |
| BROWN ADVISORY INC | $177.1M | 730,583 | 0.27% | 31q | -1.1%-$2.0M |
| Dynasty Wealth Management, LLC | $175.9M | 725,606 | 1.31% | 3q | +10.2%+$16.3M |
| Circle Wealth Management, LLC | $163.1M | 672,670 | 2.05% | 12q | HELD |
| COMMERCE BANK | $160.9M | 663,733 | 0.71% | 31q | -6.1%-$10.4M |
| FRANKLIN RESOURCES INC | $160.8M | 663,216 | 0.03% | 31q | -71.9%-$412.4M |
| TIAA Wealth Investment Management LLC | $154.4M | 636,075 | 1.03% | 2q | -1.5%-$2.4M |
| 1ST SOURCE BANK | $153.3M | 632,344 | 6.95% | 31q | +1.7%+$2.5M |
| STEPHENS INC /AR/ | $144.0M | 593,962 | 1.61% | 31q | +1.9%+$2.7M |
| Creative Planning | $123.4M | 509,090 | 0.07% | 31q | -5.2%-$6.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.0M | 494,171 | 0.20% | 30q | -0.7%-$915.0K |
| Pathstone Holdings, LLC | $116.5M | 480,631 | 0.34% | 11q | +2.3%+$2.7M |
| CAPTRUST FINANCIAL ADVISORS | $111.9M | 461,550 | 0.17% | 31q | +5.9%+$6.3M |
| Mariner, LLC | $110.0M | 453,552 | 0.12% | 31q | -5.1%-$6.0M |
| Corient Private Wealth LP | $108.2M | 446,355 | 0.15% | 15q | -42.9%-$81.4M |
| Cullen/Frost Bankers, Inc. | $107.3M | 442,652 | 1.06% | 31q | +1.7%+$1.8M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $103.8M | 428,133 | 5.87% | 31q | -0.7%-$738.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $100.5M | 414,670 | 0.05% | 31q | -10.0%-$11.2M |
| Cassaday & Co Wealth Management LLC | $98.8M | 407,487 | 1.86% | 15q | -2.5%-$2.5M |
| CHOREO, LLC | $98.1M | 404,733 | 1.08% | 50q | HELD |
| Marquette Asset Management, LLC | $96.4M | 397,757 | 12.38% | 31q | +1.1%+$1.0M |
| Cedar Mountain Advisors, LLC | $95.8M | 395,280 | 16.50% | 27q | HELD |
| Waverly Advisors, LLC | $95.2M | 392,600 | 0.55% | 31q | +44.1%+$29.1M |
| LANDAAS & CO /WI /ADV | $93.4M | 385,177 | 16.99% | 31q | +3.1%+$2.8M |
| MAI Capital Management | $92.7M | 382,514 | 0.35% | 31q | +5.9%+$5.2M |
| Steward Partners Investment Advisory, LLC | $92.6M | 382,011 | 0.47% | 31q | HELD |
| StoneX Group Inc. | $88.4M | 364,575 | 3.56% | 24q | +1.5%+$1.3M |
| BANK OF NOVA SCOTIA | $87.4M | 360,680 | 0.13% | 23q | -15.2%-$15.7M |
| Modera Wealth Management, LLC | $87.1M | 359,145 | 0.93% | 31q | -1.2%-$1.1M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $85.6M | 353,038 | 0.63% | 31q | -0.5%-$460.6K |
| BlackRock, Inc. | $81.8M | 337,493 | 0.00% | 8q | -47.3%-$73.4M |
| MV CAPITAL MANAGEMENT, INC. | $80.6M | 332,274 | 7.14% | 31q | -2.5%-$2.1M |
| Cresset Asset Management, LLC | $79.5M | 327,952 | 0.29% | 31q | +1.1%+$838.3K |
| Thrivent Financial for Lutherans | $77.9M | 321,271 | 0.13% | 31q | -4.5%-$3.7M |
| EP Wealth Advisors, LLC | $77.6M | 319,919 | 0.30% | 30q | +5.6%+$4.1M |
| ALLIANCEBERNSTEIN L.P. | $77.5M | 362,548 | 0.03% | 31q | +77.4%+$33.8M |
| Nuveen, LLC | $77.3M | 319,031 | 0.02% | 6q | +87.3%+$36.1M |
| Private Advisor Group, LLC | $75.1M | 309,791 | 0.34% | 31q | -7.2%-$5.8M |
| BNP PARIBAS FINANCIAL MARKETS | $74.4M | 307,073 | 0.03% | 26q | -61.9%-$121.1M |
| MML INVESTORS SERVICES, LLC | $73.8M | 304,240 | 0.15% | 31q | -24.1%-$23.5M |
| BANK OF MONTREAL /CAN/ | $73.1M | 301,351 | 0.02% | 31q | +6.6%+$4.5M |
| Lido Advisors, LLC | $69.1M | 284,963 | 0.19% | 31q | -8.0%-$6.0M |
| Caisse de depot et placement du Quebec | $68.4M | 281,975 | 0.10% | new | NEW |
| Beirne Wealth Consulting Services, LLC | $65.9M | 271,741 | 13.11% | 30q | +195.4%+$43.6M |
| Janney Montgomery Scott LLC | $65.4M | 269,580 | 0.13% | 31q | -1.2%-$794.7K |
| First Business Financial Services, Inc. | $64.4M | 265,835 | 5.00% | 31q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $64.4M | 265,552 | 0.79% | 31q | +18.2%+$9.9M |
| Beacon Pointe Advisors, LLC | $63.4M | 261,551 | 0.29% | 31q | -22.8%-$18.7M |
| SMI Advisory Services, LLC | $63.2M | 255,736 | 10.25% | 3q | -5.2%-$3.5M |
| Badgley Phelps Wealth Managers, LLC | $63.0M | 259,924 | 1.10% | 20q | +3.3%+$2.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $62.4M | 257,408 | 0.08% | 30q | +11.4%+$6.4M |
| Cambridge Investment Research Advisors, Inc. | $61.7M | 254,438 | 0.07% | 31q | +105.6%+$31.7M |
| BRIDGES INVESTMENT MANAGEMENT INC | $61.5M | 253,556 | 0.75% | 31q | -1.4%-$896.3K |
| Paulson Wealth Management Inc. | $61.5M | 253,476 | 13.03% | 31q | -7.3%-$4.9M |
| HB Wealth Management, LLC | $59.3M | 244,415 | 0.33% | 19q | +3.4%+$2.0M |
| EQUITY INVESTMENT CORP | $58.5M | 241,235 | 1.12% | 31q | -39.8%-$38.6M |
| BLAIR WILLIAM & CO/IL | $56.5M | 232,981 | 0.15% | 31q | -10.3%-$6.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $55.5M | 229,113 | 0.61% | 24q | +4.2%+$2.2M |
Showing the largest 100 of 1,991 reported holders.
Q2 2026 in brief
In Q2 2026, 1,991 managers that file Form 13F reported holding Ishares Tr (IWD), $64.5B in all. 170 managers opened a position and 95 sold out completely, against 1,916 holders the quarter before. Largest holders: Bank Of America Corp /De/, Morgan Stanley and Goldman Sachs Group Inc. Largest new positions: Caisse De Depot Et Placement Du Quebec ($68.4M), D. E. Shaw & Co., Inc. ($12.3M) and Alexis Investment Partners, Llc ($9.0M).
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 | 881 | $5.2B | 20,887,516 | 40 | 198 | 251 | 0.0% |
| Q2 2026 | 1,991 | $64.5B | 265,851,772 | 143 | 442 | 627 | 0.1% |
| Q1 2026 | 1,916 | $57.7B | 268,338,550 | 112 | 428 | 631 | 0.7% |
| Q4 2025 | 1,920 | $58.9B | 274,580,699 | 135 | 516 | 482 | 1.4% |
| Q3 2025 | 1,761 | $54.9B | 264,150,634 | 94 | 399 | 559 | 2.1% |
| Q2 2025 | 1,745 | $52.0B | 261,403,302 | 113 | 451 | 523 | 2.3% |
| Q1 2025 | 1,725 | $51.7B | 268,474,599 | 105 | 405 | 591 | 2.4% |
| Q4 2024 | 1,744 | $52.6B | 280,964,228 | 121 | 512 | 419 | 0.8% |
| Q3 2024 | 1,589 | $50.5B | 265,464,418 | 110 | 409 | 476 | 0.5% |
| Q2 2024 | 1,527 | $46.7B | 267,659,602 | 73 | 374 | 472 | 0.1% |
| Q1 2024 | 1,546 | $57.1B | 318,536,280 | 83 | 334 | 560 | 0.2% |
| Q4 2023 | 1,562 | $50.9B | 308,240,524 | 111 | 443 | 461 | 0.1% |
| Q3 2023 | 1,450 | $38.2B | 250,998,978 | 85 | 354 | 462 | 0.2% |
| Q2 2023 | 1,429 | $40.1B | 253,570,785 | 76 | 331 | 505 | 0.2% |
| Q1 2023 | 1,414 | $41.4B | 271,517,804 | 71 | 294 | 564 | 0.1% |
| Q4 2022 | 1,469 | $46.8B | 308,360,146 | 133 | 446 | 430 | 0.1% |
| Q3 2022 | 1,308 | $162.3B | 1,191,516,431 | 68 | 359 | 414 | 0.0% |
| Q2 2022 | 1,344 | $164.7B | 1,135,279,040 | 79 | 428 | 413 | 0.1% |
| Q1 2022 | 1,378 | $184.6B | 1,110,504,519 | 87 | 414 | 427 | 0.2% |
| Q4 2021 | 1,391 | $173.3B | 1,030,749,330 | 105 | 468 | 305 | 0.2% |
| Q3 2021 | 1,233 | $143.2B | 913,142,180 | 62 | 394 | 336 | 0.2% |
| Q2 2021 | 1,228 | $131.2B | 825,713,645 | 81 | 412 | 341 | 0.1% |
| Q1 2021 | 1,192 | $105.3B | 693,137,129 | 100 | 393 | 351 | 0.2% |
| Q4 2020 | 1,150 | $95.0B | 691,890,168 | 124 | 353 | 286 | 0.4% |
| Q3 2020 | 1,003 | $58.0B | 486,927,457 | 69 | 275 | 367 | 0.9% |
| Q2 2020 | 990 | $52.7B | 466,225,437 | 80 | 249 | 450 | 0.4% |
| Q1 2020 | 985 | $47.6B | 478,740,761 | 52 | 294 | 429 | 0.3% |
| Q4 2019 | 1,109 | $62.0B | 453,017,868 | 90 | 357 | 263 | 0.3% |
| Q3 2019 | 961 | $81.9B | 637,539,725 | 53 | 291 | 307 | 0.1% |
| Q2 2019 | 964 | $56.7B | 445,283,026 | 67 | 269 | 336 | 0.2% |
| Q1 2019 | 955 | $55.6B | 449,337,788 | 80 | 240 | 364 | 0.1% |
| Q4 2018 | 956 | $40.4B | 363,632,771 | 9 | 19 | 10 | 0.1% |