13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
IWY

ISHARES TR

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

CUSIP 464289438·670 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.6%
vs prior quarter
13F value held
$7.3B
69.0% inst. owned
of float
Holders
670
+118 QoQ
filers reporting
Activity
+73 / −6
+839 added · −722 reduced
this quarter
Concentration
17.40%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

670 institutions reported IWY in Q1 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 17.4% of the visible book. +118 net new institutions vs prior quarter — accumulation 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
$1.3B5.1M4.86%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$1.2B4.7M6.53%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$881M3.5M0.20%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$835M3.4M0.06%Q1 202605
LPL Financial LLC
CIK 0001403438
$594M2.4M0.16%Q1 202606
Mariner, LLC
CIK 0001373442
$347M1.4M0.41%Q1 202607
MORGAN STANLEY
CIK 0000895421
$337M1.4M0.02%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$228M917K0.32%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$184M738K0.03%Q1 202610
AE Wealth Management LLC
CIK 0001697723
$164M659K0.89%Q1 202611
Boulay Financial Advisors, LLC
CIK 0002056342
$152M610K17.42%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$141M568K0.21%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$140M563K0.04%Q1 202614
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$125M4.5M2.64%Q1 202615
Atlantic Union Bankshares Corp
CIK 0000883948
$124M500K2.39%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$119M476K0.03%Q1 202617
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$115M463K14.14%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$114M460K0.15%Q1 202619
UBS Group AG
CIK 0001610520
$106M427K0.02%Q1 202620
Lido Advisors, LLC
CIK 0001650150
$106M426K0.32%Q1 2026
Page 1 of 34
650 more holders available. Log in →