Who Owns ISHARES TR (IWO)? -- Institutional Holders (2026-06-30)
1,140 institutions reported holding $11.93B of ISHARES TR (IWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.37B), MORGAN STANLEY ($917.3M), BARINGS LLC ($622.4M), ENVESTNET ASSET MANAGEMENT INC ($425.6M), GOLDMAN SACHS GROUP INC ($380.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.37B | 3.5M | Added |
| 2 | MORGAN STANLEY | $917.3M | 2.3M | Trimmed |
| 3 | BARINGS LLC | $622.4M | 1.6M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $425.6M | 1.1M | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $380.5M | 965,896 | Added |
| 6 | Cassaday & Co Wealth Management LLC | $373.1M | 947,047 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $277.7M | 704,958 | Trimmed |
| 8 | LPL Financial LLC | $235.8M | 598,485 | Added |
| 9 | PNC Financial Services Group, Inc. | $233.5M | 592,625 | Trimmed |
| 10 | D.A. DAVIDSON & CO. | $216.8M | 550,307 | Added |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $215.3M | 546,451 | Trimmed |
| 12 | FMR LLC | $209.4M | 531,617 | Added |
| 13 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $202.3M | 513,500 | Added |
| 14 | UBS Group AG | $201.4M | 511,151 | Trimmed |
| 15 | Cohen Klingenstein LLC | $190.8M | 484,414 | Trimmed |
| 16 | TIAA Wealth Investment Management LLC | $182.8M | 468,427 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $171.0M | 433,927 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $167.6M | 425,316 | Trimmed |
| 19 | NORTHERN TRUST CORP | $162.7M | 412,943 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $155.0M | 397,150 | Added |
| 21 | CITIGROUP INC | $147.7M | 374,910 | Trimmed |
| 22 | ALLIANCEBERNSTEIN L.P. | $140.1M | 446,583 | Added |
| 23 | M&T Bank Corp | $135.8M | 344,603 | Trimmed |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $134.0M | 340,110 | Trimmed |
| 25 | Royal Bank of Canada | $129.6M | 328,945 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30