DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IWP)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,230
Reporting holders
$16.4B
Reported value
0.1%
Calls
0.1%
Puts
+42
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 | $2.9B | 20,083,691 | 0.16% | 35q | +0.9%+$26.1M |
| BANK OF AMERICA CORP /DE/ | $1.0B | 7,000,459 | 0.07% | 31q | -1.4%-$14.7M |
| ENVESTNET ASSET MANAGEMENT INC | $858.9M | 5,866,456 | 0.20% | 31q | +1.6%+$13.8M |
| WELLS FARGO & COMPANY/MN | $781.1M | 5,335,358 | 0.13% | 31q | +3.9%+$29.2M |
| First Command Advisory Services, Inc. | $577.1M | 3,941,675 | 3.43% | 12q | HELD |
| LPL Financial LLC | $399.1M | 2,726,167 | 0.09% | 31q | +3.1%+$12.0M |
| UBS Group AG | $398.0M | 2,718,424 | 0.05% | 31q | -1.2%-$4.8M |
| AMERIPRISE FINANCIAL INC | $373.5M | 2,542,307 | 0.08% | 31q | -2.3%-$8.8M |
| PNC Financial Services Group, Inc. | $354.9M | 2,424,157 | 0.18% | 31q | HELD |
| Cassaday & Co Wealth Management LLC | $328.4M | 2,243,150 | 6.17% | 15q | +2.7%+$8.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $324.8M | 2,218,307 | 0.41% | 31q | -1.6%-$5.2M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $308.0M | 2,103,984 | 2.31% | 4q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $282.9M | 1,996,544 | 0.11% | 31q | -30.0%-$121.2M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $274.8M | 1,876,868 | 0.95% | 2q | -4.9%-$14.3M |
| COMMERCE BANK | $223.1M | 1,523,545 | 0.98% | 31q | -5.8%-$13.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $217.6M | 1,486,576 | 0.12% | 31q | +5.0%+$10.4M |
| US BANCORP \DE\ | $198.2M | 1,353,964 | 0.22% | 31q | -14.5%-$33.5M |
| Envestnet Portfolio Solutions, Inc. | $198.0M | 1,352,671 | 0.95% | 12q | -17.9%-$43.2M |
| Plante Moran Financial Advisors, LLC | $193.9M | 1,324,615 | 9.02% | 31q | +556460.9%+$193.9M |
| OSAIC HOLDINGS, INC. | $186.1M | 1,270,561 | 0.22% | 26q | +8.5%+$14.5M |
| FIRST CITIZENS BANK & TRUST CO | $182.0M | 1,242,947 | 2.72% | 31q | -19.0%-$42.6M |
| Cullen/Frost Bankers, Inc. | $173.9M | 1,188,094 | 1.71% | 30q | -6.7%-$12.6M |
| FMR LLC | $166.6M | 1,138,018 | 0.01% | 31q | -3.3%-$5.6M |
| RAYMOND JAMES FINANCIAL INC | $145.9M | 996,753 | 0.04% | 7q | -3.9%-$5.9M |
| ROYAL BANK OF CANADA | $134.5M | 918,632 | 0.02% | 31q | +21.6%+$23.9M |
| Financial Advisory Corp | $108.9M | 743,948 | 14.44% | 7q | -5.0%-$5.7M |
| American Family Investments, Inc. | $106.0M | 723,817 | 1.91% | 9q | +16.6%+$15.1M |
| Cetera Investment Advisers | $105.8M | 722,419 | 0.10% | 31q | +4.7%+$4.7M |
| Mariner, LLC | $97.1M | 662,972 | 0.10% | 31q | -1.7%-$1.7M |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $96.9M | 662,087 | 5.80% | 6q | +31.2%+$23.0M |
| TRUIST FINANCIAL CORP | $94.0M | 641,849 | 0.11% | 31q | +0.6%+$573.8K |
| Focus Partners Wealth | $93.2M | 636,878 | 0.10% | 11q | -3.2%-$3.1M |
| CIBC Bancorp USA Inc. | $90.1M | 615,207 | 0.11% | 2q | -2.7%-$2.5M |
| JPMORGAN CHASE & CO | $85.2M | 588,919 | 0.00% | 31q | -2.9%-$2.6M |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $82.4M | 563,017 | 4.66% | 31q | +2.2%+$1.8M |
| FIFTH THIRD BANCORP | $71.9M | 491,388 | 0.12% | 31q | -3.8%-$2.9M |
| STEPHENS INC /AR/ | $71.1M | 485,385 | 0.80% | 31q | -7.3%-$5.6M |
| Equitable Holdings, Inc. | $67.5M | 461,131 | 0.40% | 27q | -16.9%-$13.8M |
| GOLDMAN SACHS GROUP INC | $66.2M | 452,315 | 0.01% | 31q | +2.9%+$1.9M |
| Cambridge Investment Research Advisors, Inc. | $65.4M | 446,726 | 0.07% | 31q | +74.3%+$27.9M |
| Rodgers & Associates, LTD | $63.7M | 435,416 | 5.79% | 23q | +1.0%+$642.0K |
| Creative Planning | $60.8M | 415,398 | 0.04% | 31q | -1.9%-$1.2M |
| JOHNSON INVESTMENT COUNSEL INC | $58.7M | 401,192 | 0.43% | 31q | -0.5%-$298.4K |
| BNP PARIBAS FINANCIAL MARKETS | $57.9M | 395,460 | 0.02% | 6q | +32.1%+$14.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $54.2M | 370,317 | 0.01% | new | NEW |
| AMG National Trust Bank | $49.8M | 340,414 | 1.02% | 31q | +0.9%+$427.1K |
| Wescott Financial Advisory Group, LLC | $49.6M | 338,838 | 3.84% | 11q | HELD |
| Truepoint, Inc. | $47.0M | 320,731 | 0.98% | 31q | -4.6%-$2.3M |
| Krilogy Financial LLC | $45.9M | 313,541 | 1.36% | 26q | +2.3%+$1.0M |
| M&T Bank Corp | $44.5M | 303,981 | 0.13% | 26q | HELD |
| Cedar Mountain Advisors, LLC | $40.4M | 276,200 | 6.96% | 27q | +1.1%+$424.3K |
| NATIXIS ADVISORS, LLC | $40.0M | 273,307 | 0.04% | 23q | -21.0%-$10.7M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $37.4M | 255,257 | 0.28% | 31q | -0.5%-$189.6K |
| Badgley Phelps Wealth Managers, LLC | $36.7M | 250,932 | 0.64% | 20q | +1.6%+$568.4K |
| Pinnacle Financial Partners, Inc. | $36.7M | 250,670 | 0.25% | 3q | -1.2%-$438.2K |
| Baird Financial Group, Inc. | $36.5M | 249,376 | 0.05% | 31q | +1.8%+$649.6K |
| HighTower Advisors, LLC | $35.9M | 245,402 | 0.03% | 31q | +1.1%+$399.0K |
| Rockefeller Capital Management L.P. | $33.2M | 226,826 | 0.05% | 30q | -0.8%-$269.5K |
| BOKF, NA | $32.6M | 222,647 | 0.45% | 30q | -1.3%-$430.0K |
| HANTZ FINANCIAL SERVICES, INC. | $31.7M | 216,541 | 0.43% | 26q | -1.6%-$518.4K |
| GenWealth Group, Inc. | $30.5M | 208,254 | 4.75% | new | NEW |
| RTD Financial Advisors, Inc. | $28.6M | 195,438 | 3.12% | 19q | +0.9%+$241.4K |
| Kestra Advisory Services, LLC | $28.3M | 193,126 | 0.09% | 24q | -2.2%-$631.9K |
| Lido Advisors, LLC | $28.2M | 192,603 | 0.08% | 24q | HELD |
| EP Wealth Advisors, LLC | $27.9M | 190,389 | 0.11% | 30q | -0.9%-$246.6K |
| OPPENHEIMER & CO INC | $27.5M | 187,930 | 0.29% | 31q | -6.2%-$1.8M |
| Orion Porfolio Solutions, LLC | $27.5M | 187,509 | 0.21% | 24q | -10.6%-$3.3M |
| KEYBANK NATIONAL ASSOCIATION/OH | $27.1M | 185,295 | 0.09% | 31q | +7.6%+$1.9M |
| Parkway Wealth Management Group, LLC | $27.1M | 184,822 | 3.12% | 3q | HELD |
| STIFEL FINANCIAL CORP | $26.0M | 177,600 | 0.02% | 31q | +9.3%+$2.2M |
| HSBC HOLDINGS PLC | $25.7M | 175,551 | 0.01% | 3q | +1.2%+$302.8K |
| Pacific Life Fund Advisors LLC | $25.5M | 264,305 | 2.80% | 6q | -56.4%-$33.0M |
| Integrated Investment Consultants, LLC | $25.1M | 171,138 | 4.93% | 31q | -2.3%-$599.3K |
| Accredited Investors Inc. | $24.9M | 170,300 | 1.08% | 31q | -3.3%-$850.4K |
| SVB WEALTH LLC | $24.8M | 169,224 | 1.56% | 5q | -4.6%-$1.2M |
| Pathstone Holdings, LLC | $24.7M | 168,554 | 0.07% | 11q | +68.3%+$10.0M |
| BANK OF MONTREAL /CAN/ | $24.4M | 166,511 | 0.01% | 31q | -6.2%-$1.6M |
| Washington Trust Bank | $24.4M | 166,435 | 1.70% | 19q | -4.9%-$1.3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $24.0M | 163,603 | 0.26% | 24q | +4.0%+$927.5K |
| Steward Partners Investment Advisory, LLC | $23.9M | 163,540 | 0.12% | 31q | -14.3%-$4.0M |
| Corient Private Wealth LP | $23.9M | 163,106 | 0.03% | 15q | +17.3%+$3.5M |
| Midwest Trust Co | $23.6M | 160,932 | 0.27% | 5q | +0.9%+$200.3K |
| MML INVESTORS SERVICES, LLC | $22.7M | 155,142 | 0.05% | 31q | +14.7%+$2.9M |
| Whitaker-Myers Wealth Managers, LTD. | $22.6M | 154,430 | 3.78% | 15q | +7.8%+$1.6M |
| CONGRESS ASSET MANAGEMENT CO | $22.6M | 154,279 | 0.14% | 31q | -50.4%-$23.0M |
| AE Wealth Management LLC | $22.4M | 152,890 | 0.10% | 31q | +28.0%+$4.9M |
| MAI Capital Management | $22.3M | 152,623 | 0.08% | 31q | -5.9%-$1.4M |
| TIAA TRUST, NATIONAL ASSOCIATION | $22.3M | 152,190 | 1.32% | 12q | -3.0%-$686.1K |
| Falcon Wealth Planning | $22.2M | 151,371 | 1.40% | 23q | +3.5%+$743.8K |
| StoryOne LLC | $21.7M | 148,100 | 10.25% | 3q | HELD |
| Mechanics Bank Trust Department | $21.3M | 145,534 | 2.64% | 24q | +4.2%+$854.7K |
| Mesirow Financial Investment Management, Inc. | $21.0M | 143,704 | 0.33% | 11q | -48.4%-$19.7M |
| Wealthspire Advisors, LLC | $20.2M | 137,750 | 0.11% | 23q | HELD |
| Waverly Advisors, LLC | $19.8M | 135,272 | 0.11% | 31q | -22.1%-$5.6M |
| Intergy Private Wealth, LLC | $19.4M | 132,539 | 4.48% | 19q | +406.6%+$15.6M |
| LBJ Family Wealth Advisors, Ltd. | $18.9M | 130,287 | 9.61% | 31q | -0.9%-$178.5K |
| NORTHERN TRUST CORP | $18.8M | 128,220 | 0.00% | 31q | -5.1%-$1.0M |
| CAPTRUST FINANCIAL ADVISORS | $18.7M | 127,771 | 0.03% | 31q | +5.6%+$989.3K |
| DIVERSIFIED MANAGEMENT INC | $18.2M | 124,322 | 3.89% | 3q | +1.0%+$176.0K |
| Stonebridge Financial Group, LLC | $17.6M | 120,345 | 1.34% | 7q | +2.3%+$393.1K |
Showing the largest 100 of 1,230 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 484 | $2.3B | 16,496,979 | 17 | 116 | 119 | 0.0% |
| Q2 2026 | 1,230 | $16.4B | 112,253,149 | 97 | 286 | 357 | 0.1% |
| Q1 2026 | 1,188 | $14.4B | 111,918,360 | 59 | 319 | 338 | 0.1% |
| Q4 2025 | 1,244 | $16.4B | 117,455,872 | 82 | 343 | 290 | 0.1% |
| Q3 2025 | 1,173 | $16.2B | 113,263,471 | 62 | 292 | 339 | 0.4% |
| Q2 2025 | 1,174 | $14.5B | 103,763,789 | 124 | 267 | 345 | 0.5% |
| Q1 2025 | 1,096 | $12.5B | 106,253,619 | 55 | 288 | 348 | 0.2% |
| Q4 2024 | 1,143 | $13.1B | 103,065,973 | 97 | 266 | 285 | 0.1% |
| Q3 2024 | 1,026 | $10.6B | 90,762,535 | 57 | 275 | 287 | 0.1% |
| Q2 2024 | 1,025 | $10.3B | 93,349,474 | 53 | 253 | 310 | 0.1% |
| Q1 2024 | 1,046 | $14.0B | 122,740,989 | 82 | 263 | 318 | 0.1% |
| Q4 2023 | 1,021 | $12.0B | 114,804,054 | 93 | 282 | 247 | 0.1% |
| Q3 2023 | 926 | $9.3B | 101,576,500 | 54 | 229 | 263 | 0.1% |
| Q2 2023 | 924 | $9.9B | 122,630,756 | 63 | 224 | 276 | 0.1% |
| Q1 2023 | 888 | $9.1B | 101,021,763 | 59 | 188 | 309 | 0.1% |
| Q4 2022 | 890 | $9.0B | 107,173,861 | 76 | 187 | 317 | 0.1% |
| Q3 2022 | 806 | $55.1B | 701,988,466 | 45 | 212 | 257 | 0.0% |
| Q2 2022 | 825 | $55.0B | 693,966,040 | 46 | 233 | 278 | 0.1% |
| Q1 2022 | 897 | $59.5B | 591,399,455 | 63 | 218 | 318 | 0.1% |
| Q4 2021 | 947 | $68.2B | 589,585,161 | 76 | 243 | 228 | 0.3% |
| Q3 2021 | 831 | $44.1B | 392,710,294 | 59 | 203 | 227 | 0.0% |
| Q2 2021 | 817 | $43.3B | 382,739,168 | 51 | 205 | 238 | 0.0% |
| Q1 2021 | 799 | $37.8B | 370,400,156 | 38 | 206 | 279 | 0.0% |
| Q4 2020 | 816 | $41.9B | 407,979,755 | 85 | 190 | 234 | 0.0% |
| Q3 2020 | 720 | $35.9B | 208,090,982 | 65 | 162 | 233 | 0.1% |
| Q2 2020 | 688 | $31.1B | 197,033,096 | 94 | 158 | 238 | 0.0% |
| Q1 2020 | 621 | $23.1B | 190,292,731 | 55 | 156 | 228 | 0.1% |
| Q4 2019 | 688 | $27.2B | 178,370,009 | 59 | 173 | 154 | 0.0% |
| Q3 2019 | 581 | $20.9B | 147,655,686 | 35 | 127 | 204 | 0.0% |
| Q2 2019 | 588 | $22.4B | 157,322,725 | 58 | 147 | 185 | 0.1% |
| Q1 2019 | 570 | $17.9B | 131,502,365 | 78 | 135 | 175 | 0.1% |
| Q4 2018 | 527 | $13.8B | 121,390,920 | 5 | 6 | 7 | 0.1% |