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

ISHARES TR

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

CUSIP 464289420·267 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.0B
visible holders
Holders
267
filers reporting
Concentration
32.00%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

267 institutions reported IWX in Q1 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 32.0% 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
$949M10.2M3.65%Q1 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
$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
First Citizens Asset Management, Inc.
CIK 0001964116
$58M551K18.51%Q2 202609
Richard P Slaughter Associates Inc
CIK 0001811783
$54M513K10.58%Q2 202610
LPL Financial LLC
CIK 0001403438
$54M579K0.01%Q1 202611
SVB WEALTH LLC
CIK 0001626116
$50M478K3.17%Q2 202612
Wilmington Savings Fund Society, FSB
CIK 0000900974
$47M505K1.11%Q1 202613
Orion Portfolio Solutions, LLC
CIK 0001802647
$46M554K0.22%Q1 202514
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
RTD Financial Advisors, Inc.
CIK 0001810555
$29M280K3.21%Q2 202618
Kingdom Financial Group LLC.
CIK 0001962236
$27M292K7.73%Q1 202619
Lloyd Advisory Services, LLC.
CIK 0001802474
$27M292K7.73%Q1 202620
LifeWealth Investments, LLC
CIK 0002033794
$26M250K7.03%Q2 2026
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