IWV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding907
Shares held27,351,514
Reported value$11.7bn
Quarter flows95 new, 211 added, 274 trimmed, 56 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GOLDMAN SACHS GROUP INC1,960,068$835.8m0.1%
SCS Capital Management LLC1,858,646$792.5m7.5%
American Family Investments, Inc.1,627,426$693.9m12.5%
MORGAN STANLEY1,155,278$492.6m0.0%
BlackRock, Inc.1,004,513$428.3m0.0%
NORTHERN TRUST CORP993,509$423.6m0.0%
BANK OF AMERICA CORP /DE/680,045$290.0m0.0%
UNC Management Company, Inc.529,017$225.6m10.9%
Pitcairn Wealth Advisors LLC503,370$214.6m23.5%
JPMORGAN CHASE & CO479,995$203.1m0.0%
LPL Financial LLC465,469$198.5m0.0%
Focus Partners Wealth440,213$187.7m0.2%
AMERIPRISE FINANCIAL INC405,547$173.0m0.0%
PNC Financial Services Group, Inc.348,820$148.7m0.1%
Evensky & Katz LLC336,531$143.5m7.4%
Bank of New York Mellon Corp331,519$141.4m0.0%
HighTower Advisors, LLC319,386$136.2m0.1%
FMR LLC301,846$128.7m0.0%
UBS Group AG295,890$126.2m0.0%
TLWM292,816$124.9m20.3%
Gotham Asset Management, LLC292,440$124.7m0.3%
Lido Advisors, LLC268,919$114.7m0.3%
SENTINEL TRUST CO LBA250,902$107.0m9.5%
WELLS FARGO & COMPANY/MN244,347$104.2m0.0%
MERCER GLOBAL ADVISORS INC /ADV242,291$103.3m0.1%

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

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