IWO institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding1,104
Shares held30,239,811
Reported value$11.9bn
Quarter flows134 new, 271 added, 348 trimmed, 56 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/3,483,298$1.4bn0.1%
MORGAN STANLEY2,328,293$917.3m0.0%
BARINGS LLC1,579,950$622.4m11.0%
ENVESTNET ASSET MANAGEMENT INC1,080,233$425.6m0.1%
GOLDMAN SACHS GROUP INC965,896$380.5m0.0%
Cassaday & Co Wealth Management LLC947,047$373.1m7.0%
WELLS FARGO & COMPANY/MN704,958$277.7m0.0%
LPL Financial LLC598,485$235.8m0.1%
PNC Financial Services Group, Inc.592,625$233.5m0.1%
D.A. DAVIDSON & CO.550,307$216.8m1.2%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC546,451$215.3m0.7%
FMR LLC531,617$209.4m0.0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND513,500$202.3m0.3%
UBS Group AG511,151$201.4m0.0%
Cohen Klingenstein LLC484,414$190.8m5.5%
TIAA Wealth Investment Management LLC468,427$182.8m1.2%
RAYMOND JAMES FINANCIAL INC433,927$171.0m0.0%
COMMONWEALTH EQUITY SERVICES, LLC425,316$167.6m0.2%
NORTHERN TRUST CORP412,943$162.7m0.0%
JPMORGAN CHASE & CO397,150$155.0m0.0%
CITIGROUP INC374,910$147.7m0.0%
ALLIANCEBERNSTEIN L.P.446,583$140.1m0.0%
M&T Bank Corp344,603$135.8m0.4%
BNP PARIBAS FINANCIAL MARKETS340,110$134.0m0.0%
ROYAL BANK OF CANADA328,945$129.6m0.0%

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

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