13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IWX

ISHARES TR

269 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464289420·269 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.0%
vs prior quarter
13F value held
$3.1B
52.0% inst. owned
of float
Holders
269
-2 QoQ
filers reporting
Activity
+65 / −20
+848 added · −851 reduced
this quarter
Concentration
30.84%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

269 institutions reported IWX in Q1 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 30.8% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$949M10.2M3.65%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$583M6.3M3.23%Q1 202603
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$549M5.9M11.57%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$248M2.7M0.07%Q1 202605
AE Wealth Management LLC
CIK 0001697723
$102M1.1M0.55%Q1 202606
Lido Advisors, LLC
CIK 0001650150
$90M967K0.27%Q1 202607
Clark Capital Management Group, Inc.
CIK 0001352187
$62M674K0.39%Q1 202608
LPL Financial LLC
CIK 0001403438
$54M579K0.01%Q1 202609
First Citizens Asset Management, Inc.
CIK 0001964116
$48M514K16.88%Q1 202610
Wilmington Savings Fund Society, FSB
CIK 0000900974
$47M505K1.11%Q1 202611
Orion Portfolio Solutions, LLC
CIK 0001802647
$46M554K0.22%Q1 202512
Richard P Slaughter Associates Inc
CIK 0001811783
$45M489K9.79%Q1 202613
SVB WEALTH LLC
CIK 0001626116
$43M460K2.81%Q1 202614
TIAA TRUST, NATIONAL ASSOCIATION
CIK 0001997405
$38M409K2.30%Q1 202615
AMERIPRISE FINANCIAL INC
CIK 0000820027
$36M384K0.01%Q1 202616
UBS Group AG
CIK 0001610520
$33M353K0.00%Q1 202617
Lloyd Advisory Services, LLC.
CIK 0001802474
$27M292K7.73%Q1 202618
Kingdom Financial Group LLC.
CIK 0001962236
$27M292K7.73%Q1 202619
Orion Porfolio Solutions, LLC
CIK 0001360533
$26M282K0.22%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$26M287K0.00%Q1 2026
Page 1 of 14
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