Who Owns ISHARES TR (IWL)? -- Institutional Holders (2026-06-30)
252 institutions reported holding $1.61B of ISHARES TR (IWL) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($125.1M), Gilbert & Cook, Inc. ($94.0M), TOMPKINS FINANCIAL CORP ($92.7M), BANK OF AMERICA CORP /DE/ ($92.5M), COMMERCE BANK ($80.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $125.1M | 676,332 | Trimmed |
| 2 | Gilbert & Cook, Inc. | $94.0M | 508,409 | Trimmed |
| 3 | TOMPKINS FINANCIAL CORP | $92.7M | 501,427 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $92.5M | 500,046 | Trimmed |
| 5 | COMMERCE BANK | $80.6M | 435,916 | Added |
| 6 | Lido Advisors, LLC | $75.6M | 408,608 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $73.2M | 396,002 | Added |
| 8 | LPL Financial LLC | $66.5M | 359,781 | Trimmed |
| 9 | George Kaiser Family Foundation | $46.0M | 248,501 | Added |
| 10 | Prescott Group Capital Management, L.L.C. | $46.0M | 248,501 | Added |
| 11 | Richmond Investment Services, LLC | $40.3M | 218,146 | Trimmed |
| 12 | Reliant Wealth Planning | $39.8M | 215,106 | Added |
| 13 | FreeGulliver LLC | $38.8M | 209,733 | Trimmed |
| 14 | Heck Capital Advisors, LLC | $37.8M | 204,621 | Hold |
| 15 | JPMORGAN CHASE & CO | $34.3M | 186,952 | Added |
| 16 | SEARCY FINANCIAL SERVICES INC /ADV | $33.1M | 178,911 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $26.2M | 141,776 | Added |
| 18 | Royal Bank of Canada | $25.5M | 138,001 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $23.4M | 126,744 | Trimmed |
| 20 | MANCHESTER FINANCIAL INC | $22.5M | 121,917 | Added |
| 21 | Integrated Wealth Concepts LLC | $21.0M | 113,573 | Added |
| 22 | Equitable Holdings, Inc. | $18.3M | 98,978 | Added |
| 23 | OSAIC HOLDINGS, INC. | $16.1M | 87,132 | Trimmed |
| 24 | FIRST AMERICAN TRUST, FSB | $14.2M | 76,906 | Added |
| 25 | UBS Group AG | $14.0M | 75,787 | Added |
Source: SEC Form 13F filings · as of 2026-06-30