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

ISHARES TR

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

CUSIP 464289420·285 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.9B
visible holders
Holders
285
filers reporting
Concentration
35.59%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

285 institutions reported IWX in Q2 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 35.6% 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
$288M2.6M4.27%Q3 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$191M1.8M0.04%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$124M1.2M0.58%Q2 202606
Lido Advisors, LLC
CIK 0001650150
$96M912K0.26%Q2 202607
Proficio Capital Partners LLC
CIK 0001654175
$73M693K2.62%Q2 202608
Richard P Slaughter Associates Inc
CIK 0001811783
$60M546K11.82%Q3 202609
Clark Capital Management Group, Inc.
CIK 0001352187
$59M565K0.32%Q2 202610
First Citizens Asset Management, Inc.
CIK 0001964116
$58M551K18.51%Q2 202611
Wilmington Savings Fund Society, FSB
CIK 0000900974
$53M479K1.20%Q3 202612
LPL Financial LLC
CIK 0001403438
$51M483K0.01%Q2 202613
SVB WEALTH LLC
CIK 0001626116
$50M478K3.17%Q2 202614
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
Sterling Capital Management LLC
CIK 0001329883
$37M334K0.74%Q3 202618
Kingdom Financial Group LLC.
CIK 0001962236
$34M325K8.73%Q2 202619
RTD Financial Advisors, Inc.
CIK 0001810555
$32M290K3.47%Q3 202620
JPMORGAN CHASE & CO
CIK 0000019617
$30M288K0.00%Q2 2026
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