Who Owns ISHARES TR (IWS)? -- Institutional Holders (2026-06-30)
1,078 institutions reported holding $11.96B of ISHARES TR (IWS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($1.33B), JONES FINANCIAL COMPANIES LLLP ($1.15B), WELLS FARGO & COMPANY/MN ($597.3M), BANK OF AMERICA CORP /DE/ ($575.1M), TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC ($450.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $1.33B | 8.1M | Added |
| 2 | JONES FINANCIAL COMPANIES LLLP | $1.15B | 7.0M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $597.3M | 3.6M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $575.1M | 3.5M | Trimmed |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $450.0M | 2.7M | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $415.2M | 2.5M | Trimmed |
| 7 | FIRST CITIZENS BANK & TRUST CO | $396.5M | 2.4M | Trimmed |
| 8 | Royal Bank of Canada | $358.1M | 2.2M | Trimmed |
| 9 | US BANCORP \DE\ | $326.7M | 2.0M | Trimmed |
| 10 | FMR LLC | $315.2M | 1.9M | Trimmed |
| 11 | COMMERCE BANK | $314.8M | 1.9M | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $307.5M | 1.9M | Added |
| 13 | UBS Group AG | $277.5M | 1.7M | Trimmed |
| 14 | Betterment LLC | $228.2M | 1.4M | Trimmed |
| 15 | PNC Financial Services Group, Inc. | $201.6M | 1.2M | Trimmed |
| 16 | LPL Financial LLC | $200.9M | 1.2M | Trimmed |
| 17 | Cassaday & Co Wealth Management LLC | $171.8M | 1.0M | Added |
| 18 | AMERIPRISE FINANCIAL INC | $168.9M | 1.0M | Added |
| 19 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $154.9M | 940,874 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $138.0M | 838,328 | Trimmed |
| 21 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $125.3M | 761,386 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $125.3M | 759,625 | Trimmed |
| 23 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $116.9M | 709,976 | Trimmed |
| 24 | STEPHENS INC /AR/ | $110.2M | 669,651 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $105.5M | 641,160 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30