13F Insight
DOSSIER · 13F Holders · Q2 2026
IWX

ISHARES TR

283 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289420·283 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.1B
visible holders
Holders
283
filers reporting
Concentration
33.88%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

283 institutions reported IWX in Q2 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 33.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$1.0B9.9M3.57%Q2 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$516M4.9M2.47%Q2 202603
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$475M4.5M7.10%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$191M1.8M0.05%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$124M1.2M0.58%Q2 202606
Lido Advisors, LLC
CIK 0001650150
$96M912K0.26%Q2 202607
Clark Capital Management Group, Inc.
CIK 0001352187
$59M565K0.32%Q2 202608
First Citizens Asset Management, Inc.
CIK 0001964116
$58M551K18.51%Q2 202609
Richard P Slaughter Associates Inc
CIK 0001811783
$54M513K10.58%Q2 202610
Wilmington Savings Fund Society, FSB
CIK 0000900974
$52M492K1.16%Q2 202611
LPL Financial LLC
CIK 0001403438
$51M483K0.01%Q2 202612
SVB WEALTH LLC
CIK 0001626116
$50M478K3.17%Q2 202613
Orion Portfolio Solutions, LLC
CIK 0001802647
$46M554K0.22%Q1 202514
AMERIPRISE FINANCIAL INC
CIK 0000820027
$44M414K0.01%Q2 202615
TIAA TRUST, NATIONAL ASSOCIATION
CIK 0001997405
$42M395K2.46%Q2 202616
UBS Group AG
CIK 0001610520
$40M376K0.01%Q2 202617
Kingdom Financial Group LLC.
CIK 0001962236
$34M325K8.73%Q2 202618
Sterling Capital Management LLC
CIK 0001329883
$33M316K0.56%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$30M288K0.00%Q2 202620
RTD Financial Advisors, Inc.
CIK 0001810555
$29M280K3.21%Q2 2026
Page 1 of 15
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