IWY institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding680
Shares held44,742,030
Reported value$13.0bn
Quarter flows86 new, 227 added, 239 trimmed, 47 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4,777,201$1.4bn4.8%
Envestnet Portfolio Solutions, Inc.3,635,042$1.1bn5.1%
AMERIPRISE FINANCIAL INC3,526,143$1.0bn0.2%
FIRST CITIZENS BANK & TRUST CO3,425,577$995.5m14.9%
BANK OF AMERICA CORP /DE/3,371,795$979.9m0.1%
LPL Financial LLC2,348,860$682.6m0.2%
MORGAN STANLEY1,353,744$393.4m0.0%
Mariner, LLC992,209$288.4m0.3%
COMMONWEALTH EQUITY SERVICES, LLC828,066$240.7m0.3%
WELLS FARGO & COMPANY/MN773,855$224.9m0.0%
Cambridge Investment Research Advisors, Inc.704,244$204.7m0.2%
AE Wealth Management LLC684,496$198.9m0.9%
OSAIC HOLDINGS, INC.622,017$180.9m0.2%
Boulay Financial Advisors, LLC617,030$179.3m16.6%
RAYMOND JAMES FINANCIAL INC593,910$172.6m0.0%
Atlantic Union Bankshares Corp560,723$163.0m2.7%
VICTORY FINANCIAL GROUP, LLC453,284$131.7m13.8%
TRUIST FINANCIAL CORP443,280$128.8m0.2%
UBS Group AG424,651$123.4m0.0%
MML INVESTORS SERVICES, LLC410,157$119.2m0.2%
Lido Advisors, LLC402,312$116.9m0.3%
ENVESTNET ASSET MANAGEMENT INC399,156$116.0m0.0%
Cetera Investment Advisers382,891$111.3m0.1%
Wilmington Savings Fund Society, FSB360,678$104.8m2.3%
DAVENPORT & Co LLC310,652$90.3m0.4%

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

Get a free API keySee history bundlesDownload free samples