Security record
IWB
iShares Russell 1000 ETF · Financial Services · Asset Management - Global
97Tracked holders
+4Δ holders
61.49MShares held
$25.09BReported value
+7New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow -4.6% ·
net new positions +4.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +4 | 61.49M | $25.09B | +7 | −3 |
| Q1 2026 | 94 | 0 | 64.47M | $22.94B | +5 | −5 |
| Q4 2025 | 93 | +2 | 65.76M | $24.53B | +2 | — |
| Q3 2025 | 14 | -2 | 19.66M | $7.19B | — | −2 |
| Q2 2025 | 13 | +2 | 12.14M | $4.12B | +2 | — |
| Q1 2025 | 8 | -2 | 600.82K | $184.30M | — | −2 |
| Q4 2024 | 10 | +3 | 3.05M | $982.02M | +3 | — |
| Q3 2024 | 6 | -3 | 201.64K | $63.40M | — | −3 |
| Q2 2024 | 9 | — | 715.30K | $212.83M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 9.94M | -1.2% | $4.07B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 9.94M | -1.2% | $4.07B | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 8.71M | -16.7% | $3.48B | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 8.71M | -16.7% | $3.48B | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 3.91M | -10.0% | $1.60B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northern Trust Corp | 2.55M | -4.0% | $1.04B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northern Trust Corp | 2.55M | -4.0% | $1.04B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 2.54M | +0.3% | $1.04B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Focus Partners Wealth | 1.86M | -3.8% | $761.41M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 1.58M | -0.1% | $646.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 1.58M | -0.1% | $646.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 1.58M | -0.1% | $646.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | Wells Fargo & Company/Mn | 1.58M | -0.1% | $646.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 53 | Northwestern Mutual Wealth… | 1.34M | -3.1% | $547.67M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 54 | Captrust Financial Advisors | 1.27M | -0.7% | $520.27M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 55 | UBS Group AG | 1.14M | 0.0% | $466.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | UBS Group AG | 1.14M | 0.0% | $466.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | UBS Group AG | 1.14M | 0.0% | $466.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | UBS Group AG | 1.14M | 0.0% | $466.25M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 1.08M | -7.4% | $443.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 1.08M | -7.4% | $443.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 1.08M | -7.4% | $443.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 1.08M | -7.4% | $443.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Us Bancorp \De\ | 856.68K | -4.0% | $350.81M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 64 | Us Bancorp \De\ | 856.68K | -4.0% | $350.81M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 65 | Us Bancorp \De\ | 856.68K | -4.0% | $350.81M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 66 | Us Bancorp \De\ | 856.68K | -4.0% | $350.81M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 67 | Fifth Third Bancorp | 833.09K | -2.0% | $341.15M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 68 | Cerity Partners LLC | 815.66K | +1.9% | $334.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 815.66K | +1.9% | $334.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 70 | Cerity Partners LLC | 815.66K | +1.9% | $334.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 71 | Cerity Partners LLC | 815.66K | +1.9% | $334.01M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 72 | Mercer Global Advisors Inc /Adv | 721.48K | -8.1% | $295.45M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 73 | Creative Planning | 651.22K | +1.4% | $266.67M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 74 | Creative Planning | 651.22K | +1.4% | $266.67M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 75 | Mariner, LLC | 566.20K | -2.5% | $231.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 76 | Mariner, LLC | 566.20K | -2.5% | $231.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 77 | Raymond James Financial Inc | 565.17K | -4.5% | $231.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 78 | Raymond James Financial Inc | 565.17K | -4.5% | $231.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Raymond James Financial Inc | 565.17K | -4.5% | $231.44M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 80 | HighTower Advisors, LLC | 524.62K | +0.1% | $214.83M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 482.32K | +0.5% | $197.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Ameriprise Financial Inc | 482.32K | +0.5% | $197.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Ameriprise Financial Inc | 482.32K | +0.5% | $197.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 482.32K | +0.5% | $197.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Empower Advisory Group, LLC | 430.49K | -2.7% | $176.29M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 86 | Truist Financial Corp | 410.93K | -4.4% | $168.28M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 87 | Truist Financial Corp | 410.93K | -4.4% | $168.28M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 88 | Truist Financial Corp | 410.93K | -4.4% | $168.28M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 89 | Cetera Investment Advisers | 381.18K | +5.6% | $156.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | CIBC Bancorp USA Inc. | 380.08K | +0.6% | $155.64M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 91 | CIBC Bancorp USA Inc. | 380.08K | +0.6% | $155.64M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 92 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $723,460 | was 0.0% |
| Grantham, Mayo, Van Otterloo… | $647,883 | was 0.0% |
| ARK Investment Management | $125 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,458 holders, 96.26M shares, $34.01B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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