Who Owns ISHARES TR (IWR)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (IWR) Institutional Holders (2026-06-30)
Creator: ko.io

1,635 institutions reported holding $48.06B of ISHARES TR (IWR) in SEC 13F filings for 2026-06-30. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($10.92B), BANK OF AMERICA CORP /DE/ ($7.60B), WELLS FARGO & COMPANY/MN ($5.00B), US BANCORP \DE\ ($1.41B), PNC Financial Services Group, Inc. ($1.38B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	JONES FINANCIAL COMPANIES LLLP	$10.92B	99.7M	Added
2	BANK OF AMERICA CORP /DE/	$7.60B	68.9M	Added
3	WELLS FARGO & COMPANY/MN	$5.00B	45.4M	Added
4	US BANCORP \DE\	$1.41B	12.8M	Trimmed
5	PNC Financial Services Group, Inc.	$1.38B	12.5M	Added
6	MORGAN STANLEY	$1.32B	11.9M	Added
7	Bank of New York Mellon Corp	$1.18B	10.7M	Added
8	Baird Financial Group, Inc.	$1.18B	10.7M	Added
9	NORTHERN TRUST CORP	$1.12B	10.1M	Trimmed
10	Royal Bank of Canada	$895.3M	8.1M	Added
11	JPMORGAN CHASE & CO	$812.9M	7.4M	Added
12	UBS Group AG	$811.2M	7.4M	Added
13	ENVESTNET ASSET MANAGEMENT INC	$496.5M	4.5M	Added
14	TRUIST FINANCIAL CORP	$454.5M	4.1M	Trimmed
15	FMR LLC	$427.2M	3.9M	Trimmed
16	AMG National Trust Bank	$426.9M	3.9M	Trimmed
17	LPL Financial LLC	$411.5M	3.7M	Trimmed
18	CIBC Bancorp USA Inc.	$348.4M	3.2M	Added
19	AMERIPRISE FINANCIAL INC	$340.2M	3.1M	Added
20	JOHNSON INVESTMENT COUNSEL INC	$331.2M	3.0M	Added
21	RAYMOND JAMES FINANCIAL INC	$308.3M	2.8M	Trimmed
22	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$302.9M	2.7M	Trimmed
23	FIFTH THIRD BANCORP	$275.9M	2.5M	Trimmed
24	NATIXIS ADVISORS, LLC	$273.1M	2.5M	Trimmed
25	Cetera Investment Advisers	$234.8M	2.1M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30