DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IWY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
693
Reporting holders
$13.0B
Reported value
0.0%
Calls
0.0%
Puts
+46
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.4B | 4,777,201 | 4.78% | 2q | -5.8%-$86.2M |
| Envestnet Portfolio Solutions, Inc. | $1.1B | 3,635,042 | 5.05% | 12q | -23.3%-$320.7M |
| AMERIPRISE FINANCIAL INC | $1.0B | 3,526,143 | 0.21% | 31q | HELD |
| FIRST CITIZENS BANK & TRUST CO | $995.5M | 3,425,577 | 14.89% | 25q | -24.3%-$318.8M |
| BANK OF AMERICA CORP /DE/ | $979.9M | 3,371,795 | 0.06% | 31q | HELD |
| LPL Financial LLC | $682.6M | 2,348,860 | 0.15% | 31q | -1.6%-$11.3M |
| MORGAN STANLEY | $393.4M | 1,353,744 | 0.02% | 35q | HELD |
| Mariner, LLC | $288.4M | 992,209 | 0.30% | 16q | -28.8%-$116.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | $240.7M | 828,066 | 0.30% | 31q | -9.7%-$25.8M |
| WELLS FARGO & COMPANY/MN | $224.9M | 773,855 | 0.04% | 31q | +4.8%+$10.3M |
| Cambridge Investment Research Advisors, Inc. | $204.7M | 704,244 | 0.23% | 31q | +95.7%+$100.1M |
| AE Wealth Management LLC | $198.9M | 684,496 | 0.93% | 31q | +3.9%+$7.4M |
| OSAIC HOLDINGS, INC. | $180.9M | 622,017 | 0.21% | 26q | +9.5%+$15.7M |
| Boulay Financial Advisors, LLC | $179.3M | 617,030 | 16.60% | 5q | +1.1%+$2.0M |
| RAYMOND JAMES FINANCIAL INC | $172.6M | 593,910 | 0.05% | 7q | +5.5%+$9.0M |
| Atlantic Union Bankshares Corp | $163.0M | 560,723 | 2.72% | 28q | +12.3%+$17.8M |
| VICTORY FINANCIAL GROUP, LLC | $131.7M | 453,284 | 13.82% | 10q | -2.0%-$2.7M |
| TRUIST FINANCIAL CORP | $128.8M | 443,280 | 0.15% | 31q | -3.6%-$4.8M |
| UBS Group AG | $123.4M | 424,651 | 0.02% | 31q | -0.5%-$632.7K |
| MML INVESTORS SERVICES, LLC | $119.2M | 410,157 | 0.24% | 31q | +4.0%+$4.6M |
| Lido Advisors, LLC | $116.9M | 402,312 | 0.32% | 8q | -5.6%-$7.0M |
| ENVESTNET ASSET MANAGEMENT INC | $116.0M | 399,156 | 0.03% | 31q | -16.2%-$22.5M |
| Cetera Investment Advisers | $111.3M | 382,891 | 0.10% | 26q | +2.4%+$2.6M |
| Wilmington Savings Fund Society, FSB | $104.8M | 360,678 | 2.34% | 33q | -3.2%-$3.5M |
| DAVENPORT & Co LLC | $90.3M | 310,652 | 0.44% | 16q | +40.0%+$25.8M |
| First Citizens Asset Management, Inc. | $86.1M | 296,224 | 27.51% | 16q | -2.2%-$1.9M |
| SVB WEALTH LLC | $85.5M | 294,116 | 5.39% | 5q | +8.0%+$6.3M |
| ROYAL BANK OF CANADA | $78.5M | 270,034 | 0.01% | 31q | +2.3%+$1.8M |
| Bryn Mawr Trust Advisors, LLC | $74.3M | 255,752 | 3.24% | 15q | -1.2%-$876.8K |
| Prosperity Consulting Group, LLC | $71.6M | 246,540 | 2.71% | 8q | -15.6%-$13.2M |
| Kestra Advisory Services, LLC | $69.7M | 239,884 | 0.22% | 24q | +138.7%+$40.5M |
| Portfolio Strategies, Inc. | $66.0M | 227,020 | 6.47% | 12q | -8.6%-$6.2M |
| SOA Wealth Advisors, LLC. | $60.7M | 208,928 | 10.20% | 23q | +1.0%+$575.4K |
| JONES FINANCIAL COMPANIES LLLP | $60.3M | 216,668 | 0.02% | 10q | +16.0%+$8.3M |
| Intelligence Driven Advisers, LLC | $59.8M | 205,851 | 9.71% | 13q | HELD |
| Wharton Business Group, LLC | $59.0M | 203,184 | 1.97% | 19q | +0.9%+$527.5K |
| HANTZ FINANCIAL SERVICES, INC. | $58.3M | 200,440 | 0.79% | 9q | +4.6%+$2.6M |
| TIAA TRUST, NATIONAL ASSOCIATION | $56.5M | 194,546 | 3.34% | 12q | -6.2%-$3.8M |
| Kingdom Financial Group LLC. | $52.7M | 181,309 | 13.46% | 13q | +7.8%+$3.8M |
| Perennial Investment Advisors, LLC | $51.1M | 175,672 | 3.39% | 9q | +4.4%+$2.2M |
| NewEdge Advisors, LLC | $50.1M | 172,484 | 0.15% | 20q | -4.3%-$2.2M |
| Global Retirement Partners, LLC | $50.1M | 172,371 | 0.77% | 16q | +12.2%+$5.5M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $44.7M | 153,748 | 0.49% | 20q | -1.9%-$874.5K |
| Private Advisor Group, LLC | $44.4M | 152,777 | 0.20% | 31q | +201.1%+$29.7M |
| MONECO ADVISORS, LLC | $43.4M | 149,208 | 2.65% | 15q | -0.7%-$311.3K |
| Aspire Capital Advisors LLC | $41.9M | 144,097 | 8.15% | 19q | -0.8%-$330.4K |
| LifeWealth Investments, LLC | $40.9M | 140,725 | 10.93% | 7q | +6.4%+$2.4M |
| One Capital Management, LLC | $40.6M | 162,986 | 1.13% | 18q | HELD |
| ProVise Management Group, LLC | $39.9M | 137,347 | 2.68% | 23q | +3.2%+$1.3M |
| Sterling Capital Management LLC | $39.2M | 134,720 | 0.66% | 11q | -3.3%-$1.3M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $39.1M | 134,581 | 0.51% | 10q | -10.6%-$4.6M |
| Richard P Slaughter Associates Inc | $38.4M | 132,048 | 7.52% | 7q | -7.3%-$3.0M |
| Waverly Advisors, LLC | $37.1M | 127,577 | 0.22% | 8q | +12.5%+$4.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $35.9M | 123,419 | 0.02% | 31q | +8.3%+$2.7M |
| PRINCIPAL FINANCIAL GROUP INC | $34.3M | 118,149 | 0.02% | 5q | +405.3%+$27.5M |
| Compton Wealth Advisory Group, LLC | $33.8M | 117,409 | 6.82% | 25q | -1.2%-$418.2K |
| Brookstone Capital Management | $33.5M | 115,100 | 0.33% | 22q | +9.7%+$3.0M |
| HOWARD BAILEY SECURITIES, LLC | $33.4M | 114,885 | 12.52% | 8q | +2.7%+$878.5K |
| HighTower Advisors, LLC | $33.3M | 114,671 | 0.03% | 31q | -8.5%-$3.1M |
| JPMORGAN CHASE & CO | $29.6M | 103,600 | 0.00% | 28q | +2.0%+$582.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $28.9M | 99,554 | 1.95% | 14q | +4.3%+$1.2M |
| Merit Financial Group, LLC | $28.2M | 97,027 | 0.17% | 18q | -2.5%-$735.9K |
| Forum Private Client Group LLC | $26.4M | 90,802 | 7.85% | 11q | +3.4%+$878.0K |
| JSF Financial, LLC | $26.3M | 90,402 | 4.16% | 20q | +14.6%+$3.4M |
| Performance Wealth Partners, LLC | $26.1M | 89,705 | 0.65% | 5q | +14.6%+$3.3M |
| Valmark Advisers, Inc. | $25.6M | 87,978 | 0.27% | 18q | -17.0%-$5.2M |
| Fischer Financial Services, Inc. | $24.9M | 85,786 | 6.26% | 7q | +0.6%+$157.5K |
| Investors Research Corp | $23.7M | 81,693 | 4.25% | 28q | -1.0%-$248.5K |
| RTD Financial Advisors, Inc. | $23.4M | 80,599 | 2.55% | 3q | +3.6%+$815.5K |
| Arkadios Wealth Advisors | $22.6M | 77,729 | 0.34% | 13q | HELD |
| M&T Bank Corp | $22.2M | 76,279 | 0.06% | 26q | -10.1%-$2.5M |
| Montgomery Financial Services LLC | $21.5M | 74,091 | 18.72% | new | FIRST |
| Key Capital Management, INC | $20.7M | 71,128 | 10.64% | 3q | +31.3%+$4.9M |
| Hidden Cove Wealth Management, LLC | $20.2M | 69,390 | 11.11% | 7q | +4.4%+$841.1K |
| Horst & Graben Wealth Management LLC | $20.1M | 69,778 | 2.64% | 26q | +18.6%+$3.2M |
| GOLDMAN SACHS GROUP INC | $19.6M | 67,480 | 0.00% | 31q | +266.1%+$14.3M |
| Stratos Wealth Partners, LTD. | $19.6M | 67,477 | 0.20% | 31q | +20.3%+$3.3M |
| Simplicity Wealth,LLC | $19.1M | 65,838 | 0.65% | 16q | +2.7%+$494.1K |
| Certified Advisory Corp | $19.1M | 65,757 | 1.54% | 20q | +0.5%+$101.1K |
| Family Capital Management, Inc. | $18.8M | 64,584 | 7.28% | 15q | +0.9%+$171.8K |
| Equity Wealth Partners, LLC | $18.7M | 64,297 | 6.72% | 4q | +7.5%+$1.3M |
| Stonebridge Financial Planning Group, LLC | $17.6M | 60,541 | 5.60% | 27q | +1.1%+$187.4K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $17.4M | 59,933 | 0.84% | 28q | -0.7%-$129.0K |
| Atwater Malick LLC | $17.3M | 59,374 | 3.76% | 9q | +6.1%+$987.8K |
| Sculati Wealth Management, LLC | $17.0M | 60,965 | 5.68% | 6q | +4.2%+$691.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $16.1M | 55,322 | 0.09% | 3q | +2.6%+$404.8K |
| Asset Allocation Strategies LLC | $15.8M | 54,215 | 2.43% | 15q | +7.2%+$1.1M |
| Cosner Financial Group, LLC | $15.5M | 53,468 | 7.98% | 13q | +2.7%+$413.3K |
| Prime Capital Investment Advisors, LLC | $15.0M | 51,573 | 0.15% | 12q | +0.9%+$128.7K |
| Equitable Holdings, Inc. | $14.7M | 50,483 | 0.09% | 27q | -11.2%-$1.8M |
| Elevation Capital Advisory, LLC | $14.4M | 49,647 | 5.57% | 10q | +210.7%+$9.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $14.4M | 49,417 | 0.01% | 23q | -13.3%-$2.2M |
| McAdam, LLC | $14.3M | 49,227 | 0.55% | 21q | -7.6%-$1.2M |
| Bluesphere Advisors LLC | $14.0M | 48,040 | 4.31% | 8q | -5.5%-$816.1K |
| CGC Financial Services, LLC | $13.9M | 47,947 | 3.13% | 5q | +25.3%+$2.8M |
| PRINCIPAL SECURITIES, INC. | $13.1M | 45,018 | 0.16% | 11q | -27.8%-$5.0M |
| Meridian Financial Partners LLC | $12.5M | 43,243 | 4.27% | 9q | +3.9%+$473.7K |
| Fifth Third Securities, Inc. | $12.5M | 43,048 | 0.71% | 9q | -1.7%-$211.9K |
| Bond & Devick Financial Network, Inc. | $12.3M | 42,216 | 3.02% | 8q | +2.9%+$350.8K |
| Cornerstone Wealth, LLC/TN | $12.2M | 42,197 | 6.18% | 2q | +53.0%+$4.2M |
Showing the largest 100 of 693 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 | 257 | $1.9B | 6,400,545 | 18 | 73 | 68 | 0.0% |
| Q2 2026 | 693 | $13.0B | 44,790,000 | 76 | 190 | 228 | 0.0% |
| Q1 2026 | 647 | $10.8B | 47,325,156 | 43 | 239 | 180 | 0.0% |
| Q4 2025 | 654 | $11.9B | 46,530,261 | 41 | 179 | 207 | 0.0% |
| Q3 2025 | 625 | $11.9B | 46,984,015 | 79 | 196 | 171 | 0.0% |
| Q2 2025 | 578 | $10.2B | 45,359,035 | 70 | 180 | 172 | 0.0% |
| Q1 2025 | 559 | $8.4B | 39,537,619 | 50 | 167 | 201 | 0.0% |
| Q4 2024 | 593 | $10.7B | 49,861,900 | 75 | 189 | 156 | 0.0% |
| Q3 2024 | 507 | $8.4B | 38,050,411 | 51 | 151 | 165 | 0.0% |
| Q2 2024 | 508 | $9.1B | 47,014,190 | 75 | 158 | 142 | 0.0% |
| Q1 2024 | 457 | $8.2B | 42,037,121 | 56 | 177 | 123 | 0.0% |
| Q4 2023 | 427 | $7.4B | 42,297,350 | 46 | 162 | 99 | 0.0% |
| Q3 2023 | 383 | $5.3B | 34,745,230 | 42 | 123 | 112 | 0.0% |
| Q2 2023 | 367 | $6.5B | 40,748,358 | 44 | 132 | 101 | 0.0% |
| Q1 2023 | 333 | $5.3B | 38,232,491 | 44 | 105 | 97 | 0.0% |
| Q4 2022 | 305 | $3.6B | 30,266,665 | 30 | 91 | 102 | 0.0% |
| Q3 2022 | 274 | $8.3B | 68,741,604 | 28 | 102 | 77 | 0.0% |
| Q2 2022 | 267 | $9.0B | 71,864,587 | 26 | 87 | 93 | 0.0% |
| Q1 2022 | 270 | $12.0B | 75,827,558 | 28 | 88 | 84 | 0.0% |
| Q4 2021 | 277 | $12.1B | 70,078,073 | 27 | 92 | 73 | 0.0% |
| Q3 2021 | 239 | $6.3B | 41,344,231 | 29 | 74 | 66 | 0.0% |
| Q2 2021 | 221 | $6.3B | 41,795,499 | 26 | 74 | 61 | 0.0% |
| Q1 2021 | 206 | $5.7B | 42,143,367 | 23 | 60 | 61 | 0.0% |
| Q4 2020 | 204 | $8.2B | 61,685,728 | 27 | 60 | 53 | 0.0% |
| Q3 2020 | 190 | $2.4B | 19,472,946 | 37 | 52 | 49 | 0.0% |
| Q2 2020 | 164 | $3.1B | 28,807,782 | 34 | 61 | 42 | 0.0% |
| Q1 2020 | 144 | $2.6B | 30,333,020 | 24 | 48 | 39 | 0.0% |
| Q4 2019 | 142 | $1.8B | 18,887,599 | 16 | 44 | 30 | 0.0% |
| Q3 2019 | 124 | $1.6B | 18,235,014 | 17 | 38 | 34 | 0.0% |
| Q2 2019 | 117 | $1.5B | 17,909,394 | 14 | 36 | 31 | 0.0% |
| Q1 2019 | 113 | $1.3B | 15,536,318 | 25 | 39 | 24 | 0.0% |
| Q4 2018 | 98 | $563.8M | 7,801,800 | 0 | 4 | 1 | 0.0% |