DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IWF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
2,532
Reporting holders
$98.1B
Reported value
0.2%
Calls
0.1%
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $14.8B | 118,891,881 | 0.78% | 35q | HELD |
| BANK OF AMERICA CORP /DE/ | $13.5B | 108,374,626 | 0.87% | 31q | -2.1%-$285.7M |
| FMR LLC | $4.1B | 33,169,533 | 0.18% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $3.4B | 27,639,586 | 0.30% | 31q | -2.0%-$69.2M |
| JPMORGAN CHASE & CO | $3.2B | 26,211,737 | 0.18% | 31q | -1.7%-$54.0M |
| ENVESTNET ASSET MANAGEMENT INC | $2.6B | 20,963,458 | 0.61% | 31q | -2.0%-$53.6M |
| NORTHERN TRUST CORP | $2.5B | 19,777,988 | 0.29% | 31q | -9.7%-$263.3M |
| UBS Group AG | $2.3B | 18,729,649 | 0.30% | 31q | -2.9%-$69.0M |
| WELLS FARGO & COMPANY/MN | $2.2B incl. $1.2M options PUT | 17,873,875 | 0.36% | 31q | -1.0%-$23.5M |
| LPL Financial LLC | $1.9B | 15,446,900 | 0.43% | 31q | +0.6%+$11.1M |
| RAYMOND JAMES FINANCIAL INC | $1.7B | 13,587,610 | 0.46% | 7q | HELD |
| PNC Financial Services Group, Inc. | $1.5B | 12,180,504 | 0.75% | 31q | HELD |
| M&T Bank Corp | $1.5B | 11,685,451 | 4.25% | 26q | +4.6%+$63.4M |
| Baird Financial Group, Inc. | $1.4B | 11,588,776 | 1.98% | 31q | +3.2%+$44.8M |
| TRUIST FINANCIAL CORP | $1.0B | 8,224,600 | 1.22% | 31q | +0.6%+$6.5M |
| ROYAL BANK OF CANADA | $928.8M | 7,480,079 | 0.14% | 31q | HELD |
| SIGNATUREFD, LLC | $898.6M | 7,236,734 | 12.00% | 31q | +0.6%+$5.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $833.7M | 6,714,484 | 1.05% | 31q | -2.4%-$20.2M |
| Cetera Investment Advisers | $774.9M | 6,240,599 | 0.71% | 31q | -0.6%-$4.6M |
| AMERIPRISE FINANCIAL INC | $745.5M | 6,003,988 | 0.15% | 31q | HELD |
| Pinnacle Financial Partners, Inc. | $694.8M | 5,595,573 | 4.74% | 3q | +1.0%+$7.1M |
| Circle Wealth Management, LLC | $677.2M | 5,453,892 | 8.51% | 31q | HELD |
| Focus Partners Wealth | $653.0M | 5,259,237 | 0.67% | 11q | -2.0%-$13.4M |
| HighTower Advisors, LLC | $617.9M | 4,976,224 | 0.59% | 31q | -2.5%-$15.8M |
| Bank of New York Mellon Corp | $593.6M | 4,780,386 | 0.10% | 31q | -0.6%-$3.8M |
| STIFEL FINANCIAL CORP | $574.8M | 4,628,950 | 0.48% | 31q | -7.8%-$48.6M |
| Rockefeller Capital Management L.P. | $572.8M | 4,613,036 | 0.88% | 31q | +1.5%+$8.2M |
| BlackRock, Inc. | $567.3M | 4,568,692 | 0.01% | 8q | -11.8%-$76.1M |
| Cerity Partners LLC | $566.3M | 4,560,693 | 0.68% | 31q | HELD |
| CIBC Bancorp USA Inc. | $537.2M | 4,326,938 | 0.65% | 2q | +0.9%+$4.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $523.8M | 4,218,106 | 1.80% | 2q | +2.6%+$13.1M |
| TIAA Wealth Investment Management LLC | $507.2M | 4,158,007 | 3.39% | 2q | -2.5%-$13.2M |
| US BANCORP \DE\ | $476.0M | 3,833,812 | 0.52% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $473.9M | 3,978,899 | 0.19% | 31q | -12.3%-$66.5M |
| Nuveen, LLC | $471.1M | 3,793,807 | 0.11% | 6q | -13.7%-$74.7M |
| FIFTH THIRD BANCORP | $469.5M | 3,781,112 | 0.76% | 31q | -3.9%-$19.2M |
| PRUDENTIAL FINANCIAL INC | $454.7M | 3,661,993 | 0.50% | 32q | +70.4%+$187.9M |
| GLOBALT Investments LLC / GA | $454.4M | 3,659,660 | 15.33% | 11q | -2.7%-$12.7M |
| 71 West Capital Partners | $435.2M | 3,504,688 | 15.05% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $424.5M | 3,418,519 | 0.50% | 26q | +5.0%+$20.3M |
| Janney Montgomery Scott LLC | $386.9M | 3,115,856 | 0.75% | new | NEW |
| OpenArc Corporate Advisory, LLC | $373.1M | 3,004,395 | 4.44% | 3q | HELD |
| Dynasty Wealth Management, LLC | $367.0M | 2,955,926 | 2.73% | 4q | -74.7%-$1.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $335.5M | 2,701,639 | 0.18% | 31q | +1.4%+$4.5M |
| AMERICAN CENTURY COMPANIES INC | $317.0M | 2,553,192 | 0.14% | 31q | +139.8%+$184.8M |
| CHOREO, LLC | $314.7M | 2,534,323 | 3.45% | 50q | -2.8%-$9.1M |
| 1ST SOURCE BANK | $295.1M | 2,376,294 | 13.37% | 31q | +5.0%+$14.1M |
| CITIGROUP INC | $283.8M | 2,285,661 | 0.09% | 31q | +8.3%+$21.8M |
| Waldron Private Wealth LLC | $272.6M | 2,195,611 | 9.44% | 31q | -2.3%-$6.5M |
| CAPTRUST FINANCIAL ADVISORS | $262.7M | 2,115,746 | 0.40% | 31q | +10.7%+$25.3M |
| Mariner, LLC | $246.4M | 1,984,815 | 0.26% | 31q | -12.6%-$35.6M |
| Clearstead Advisors, LLC | $243.2M | 1,958,655 | 2.30% | 31q | -9.1%-$24.5M |
| MML INVESTORS SERVICES, LLC | $240.2M | 1,934,415 | 0.49% | 31q | +5.2%+$11.9M |
| BROWN ADVISORY INC | $239.0M | 1,925,013 | 0.37% | 31q | -4.1%-$10.3M |
| Creative Planning | $232.1M | 1,869,072 | 0.14% | 31q | -0.9%-$2.0M |
| Cresset Asset Management, LLC | $224.7M | 1,809,686 | 0.81% | 31q | -1.2%-$2.8M |
| COMMERCE BANK | $224.2M | 1,805,561 | 0.98% | 31q | -2.8%-$6.5M |
| ALLIANCEBERNSTEIN L.P. | $223.6M | 524,413 | 0.07% | 31q | -2.2%-$5.1M |
| REGIONS FINANCIAL CORP | $223.3M | 1,798,498 | 1.33% | 31q | +1.4%+$3.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $204.1M | 1,643,658 | 0.25% | 30q | +0.7%+$1.4M |
| STALEY CAPITAL ADVISERS INC | $202.8M | 1,633,498 | 7.90% | 31q | -0.7%-$1.5M |
| Cambridge Investment Research Advisors, Inc. | $201.5M | 1,623,074 | 0.23% | 31q | +99.0%+$100.3M |
| MAI Capital Management | $199.1M | 1,603,274 | 0.75% | 31q | +2.0%+$3.8M |
| Stairway Partners, LLC | $196.1M | 1,579,113 | 9.24% | 31q | -1.5%-$3.0M |
| IEQ CAPITAL, LLC | $194.7M | 1,567,936 | 0.90% | 27q | -23.9%-$61.3M |
| Confluence Wealth Services, Inc. | $188.1M | 1,515,232 | 5.38% | 19q | +19.2%+$30.3M |
| NATIXIS ADVISORS, LLC | $186.5M | 1,502,127 | 0.21% | 31q | -43.8%-$145.3M |
| D.A. DAVIDSON & CO. | $185.0M | 1,490,000 | 1.02% | 31q | -1.6%-$3.0M |
| OAKWORTH CAPITAL, INC. | $182.4M | 1,473,997 | 8.68% | 31q | +2.1%+$3.8M |
| Beacon Pointe Advisors, LLC | $181.3M | 1,460,176 | 0.84% | 31q | +4.0%+$6.9M |
| Waverly Advisors, LLC | $173.0M | 1,393,291 | 1.00% | 31q | +71.3%+$72.0M |
| Hackensack Meridian Health, Inc. | $163.1M | 1,313,600 | 11.01% | 3q | HELD |
| Cullen/Frost Bankers, Inc. | $160.0M | 1,288,814 | 1.58% | 31q | -1.6%-$2.6M |
| Lido Advisors, LLC | $160.0M | 1,288,697 | 0.43% | 31q | -1.3%-$2.0M |
| Venturi Wealth Management, LLC | $158.0M | 1,272,355 | 6.11% | 21q | +7537.2%+$155.9M |
| BANK OF MONTREAL /CAN/ | $157.4M | 1,267,891 | 0.05% | 31q | -2.3%-$3.6M |
| J.Safra Asset Management Corp | $156.5M | 1,260,693 | 7.21% | 14q | -2.3%-$3.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $153.6M | 1,248,519 | 0.26% | 31q | HELD |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $151.6M | 1,220,523 | 0.99% | 31q | -10.5%-$17.7M |
| Pathstone Holdings, LLC | $144.3M | 1,161,905 | 0.42% | 11q | +6.1%+$8.3M |
| Private Advisor Group, LLC | $137.2M | 1,104,755 | 0.63% | 31q | +4.0%+$5.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $136.0M | 1,095,395 | 1.01% | 31q | -75.0%-$408.4M |
| Modera Wealth Management, LLC | $133.9M | 1,078,508 | 1.43% | 31q | -0.9%-$1.2M |
| STEPHENS INC /AR/ | $132.2M | 1,064,094 | 1.48% | 31q | +1.5%+$2.0M |
| Sun Mountain Capital Ltd | $131.9M | 1,061,852 | 71.58% | 3q | HELD |
| NewEdge Wealth, LLC | $126.6M | 1,019,850 | 1.27% | 23q | +4.7%+$5.6M |
| SIMON QUICK ADVISORS, LLC | $123.4M | 994,081 | 4.99% | 31q | HELD |
| Steward Partners Investment Advisory, LLC | $122.5M | 986,551 | 0.63% | 31q | -23.9%-$38.6M |
| BLAIR WILLIAM & CO/IL | $120.9M | 973,601 | 0.31% | 16q | -8.5%-$11.2M |
| HSBC HOLDINGS PLC | $114.4M | 921,442 | 0.05% | 31q | +4.3%+$4.7M |
| Johnson Financial Group, Inc. | $114.2M | 919,428 | 3.75% | 31q | -44.3%-$90.9M |
| Corient Private Wealth LP | $110.9M | 892,775 | 0.15% | 15q | -67.0%-$225.2M |
| Kestra Advisory Services, LLC | $108.9M | 876,866 | 0.35% | 24q | +6.9%+$7.0M |
| NewEdge Advisors, LLC | $104.9M | 845,080 | 0.31% | 31q | +4.0%+$4.0M |
| Quantinno Capital Management LP | $104.3M | 839,620 | 0.13% | 14q | +29.1%+$23.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $97.9M CALL+PUT | options only | 0.01% | 31q | OPTIONS |
| KEYBANK NATIONAL ASSOCIATION/OH | $97.9M | 788,137 | 0.32% | 31q | -2.9%-$2.9M |
| Baker Avenue Asset Management, LP | $96.9M | 780,204 | 1.83% | 31q | +7.4%+$6.7M |
| EP Wealth Advisors, LLC | $95.9M | 772,054 | 0.37% | 30q | +11.1%+$9.6M |
| Cedar Mountain Advisors, LLC | $95.8M | 771,325 | 16.49% | 27q | HELD |
Showing the largest 100 of 2,532 reported holders.
Q2 2026 in brief
In Q2 2026, 2,532 managers that file Form 13F reported holding Ishares Tr (IWF), $98.1B in all. 180 managers opened a position and 105 sold out completely, against 2,457 holders the quarter before. Largest holders: Morgan Stanley, Bank Of America Corp /De/ and Fmr Llc. Largest new positions: Janney Montgomery Scott Llc ($386.9M), Park Avenue Securities Llc ($39.5M) and D. E. Shaw & Co., Inc. ($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 | 1,144 | $9.0B | 71,883,276 | 39 | 248 | 347 | 0.2% |
| Q2 2026 | 2,532 | $98.1B | 787,147,529 | 141 | 586 | 851 | 0.2% |
| Q1 2026 | 2,457 | $84.5B | 202,768,132 | 89 | 614 | 863 | 0.2% |
| Q4 2025 | 2,536 | $95.8B | 201,497,394 | 114 | 618 | 770 | 0.3% |
| Q3 2025 | 2,360 | $95.0B | 202,229,381 | 123 | 543 | 757 | 0.4% |
| Q2 2025 | 2,306 | $85.1B | 199,828,429 | 164 | 572 | 733 | 0.3% |
| Q1 2025 | 2,228 | $73.2B | 202,338,902 | 89 | 520 | 826 | 0.2% |
| Q4 2024 | 2,317 | $80.8B | 200,806,144 | 137 | 554 | 663 | 0.3% |
| Q3 2024 | 2,083 | $76.7B | 204,329,939 | 107 | 473 | 717 | 0.2% |
| Q2 2024 | 2,039 | $76.2B | 208,906,376 | 125 | 503 | 674 | 0.2% |
| Q1 2024 | 1,975 | $87.0B | 257,927,518 | 106 | 479 | 713 | 0.2% |
| Q4 2023 | 1,966 | $71.6B | 235,898,179 | 129 | 530 | 581 | 0.2% |
| Q3 2023 | 1,784 | $51.8B | 194,479,489 | 77 | 421 | 630 | 0.3% |
| Q2 2023 | 1,779 | $53.5B | 193,380,106 | 122 | 419 | 611 | 0.3% |
| Q1 2023 | 1,703 | $50.1B | 204,770,683 | 96 | 399 | 660 | 0.2% |
| Q4 2022 | 1,700 | $48.3B | 225,275,030 | 108 | 494 | 548 | 0.4% |
| Q3 2022 | 1,569 | $195.6B | 928,878,980 | 74 | 426 | 536 | 0.1% |
| Q2 2022 | 1,590 | $195.3B | 892,209,258 | 79 | 477 | 544 | 0.1% |
| Q1 2022 | 1,658 | $253.7B | 911,690,856 | 64 | 411 | 627 | 0.2% |
| Q4 2021 | 1,750 | $304.0B | 992,599,076 | 119 | 430 | 514 | 0.2% |
| Q3 2021 | 1,525 | $213.5B | 778,299,817 | 72 | 406 | 492 | 0.1% |
| Q2 2021 | 1,515 | $194.2B | 713,350,495 | 87 | 392 | 544 | 0.3% |
| Q1 2021 | 1,475 | $192.6B | 791,892,574 | 60 | 344 | 640 | 0.2% |
| Q4 2020 | 1,487 | $197.3B | 814,927,693 | 96 | 347 | 515 | 0.5% |
| Q3 2020 | 1,327 | $159.2B | 728,544,542 | 75 | 282 | 592 | 0.8% |
| Q2 2020 | 1,295 | $140.1B | 728,549,070 | 122 | 324 | 523 | 0.2% |
| Q1 2020 | 1,217 | $127.4B | 845,795,108 | 67 | 322 | 525 | 0.0% |
| Q4 2019 | 1,289 | $151.2B | 859,027,288 | 100 | 328 | 399 | 0.1% |
| Q3 2019 | 1,109 | $78.6B | 492,066,424 | 54 | 269 | 424 | 0.0% |
| Q2 2019 | 1,109 | $97.5B | 618,829,637 | 72 | 301 | 398 | 0.1% |
| Q1 2019 | 1,081 | $80.9B | 534,491,142 | 81 | 268 | 442 | 0.0% |
| Q4 2018 | 1,063 | $53.0B | 403,707,663 | 2 | 16 | 19 | 0.2% |