IWL institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding234
Shares held9,108,479
Reported value$1.7bn
Quarter flows29 new, 72 added, 84 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY676,332$125.1m0.0%
Gilbert & Cook, Inc.508,409$94.0m10.8%
TOMPKINS FINANCIAL CORP501,427$92.7m6.5%
BANK OF AMERICA CORP /DE/500,046$92.5m0.0%
COMMERCE BANK435,916$80.6m0.4%
Lido Advisors, LLC408,608$75.6m0.2%
AMERIPRISE FINANCIAL INC396,002$73.2m0.0%
LPL Financial LLC359,781$66.5m0.0%
SPIRIT OF AMERICA MANAGEMENT CORP/NY261,905$48.4m4.9%
Cambridge Investment Research Advisors, Inc.253,488$46.9m0.1%
Prescott Group Capital Management, L.L.C.248,501$46.0m4.0%
George Kaiser Family Foundation248,501$46.0m4.4%
Richmond Investment Services, LLC218,146$40.3m12.8%
Reliant Wealth Planning215,106$39.8m10.9%
FreeGulliver LLC209,733$38.8m13.7%
Heck Capital Advisors, LLC204,621$37.8m2.3%
JPMORGAN CHASE & CO186,952$34.3m0.0%
SEARCY FINANCIAL SERVICES INC /ADV178,911$33.1m11.1%
COMMONWEALTH EQUITY SERVICES, LLC141,776$26.2m0.0%
ROYAL BANK OF CANADA138,001$25.5m0.0%
MANCHESTER FINANCIAL INC121,917$22.5m4.0%
Integrated Wealth Concepts LLC113,573$21.0m0.1%
Equitable Holdings, Inc.98,978$18.3m0.1%
OSAIC HOLDINGS, INC.87,132$16.1m0.0%
FIRST AMERICAN TRUST, FSB76,906$14.2m0.9%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IWL"). IWL price history · All 13F data

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