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

ISHARES TR

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

CUSIP 464289438·722 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$8.8B
visible holders
Holders
722
filers reporting
Concentration
15.80%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

722 institutions reported IWY in Q2 2026. TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC leads at 15.8% 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
$1.4B4.8M4.78%Q2 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$1.1B3.6M5.06%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$1.0B3.5M0.21%Q2 202604
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$996M3.4M14.89%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$980M3.4M0.06%Q2 202606
LPL Financial LLC
CIK 0001403438
$683M2.3M0.15%Q2 202607
MORGAN STANLEY
CIK 0000895421
$393M1.4M0.02%Q2 202608
Mariner, LLC
CIK 0001373442
$288M992K0.30%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$241M828K0.30%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$225M774K0.04%Q2 202611
AE Wealth Management LLC
CIK 0001697723
$199M684K0.93%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$181M622K0.21%Q2 202613
Boulay Financial Advisors, LLC
CIK 0002056342
$179M617K16.60%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$173M594K0.05%Q2 202615
Atlantic Union Bankshares Corp
CIK 0000883948
$163M561K2.72%Q2 202616
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$132M453K13.82%Q2 202617
TRUIST FINANCIAL CORP
CIK 0000092230
$129M443K0.15%Q2 202618
UBS Group AG
CIK 0001610520
$123M425K0.02%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$119M410K0.24%Q2 202620
Lido Advisors, LLC
CIK 0001650150
$117M402K0.32%Q2 2026
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