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 |
| 2 | Jones Financial Companies Lllp | 8.71M | -16.7% | $3.48B | 1.4% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 4.57M | -11.4% | $1.87B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 4 | Envestnet Asset Management Inc | 3.91M | -10.0% | $1.60B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | Northern Trust Corp | 2.55M | -4.0% | $1.04B | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 2.54M | +0.3% | $1.04B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 2.31M | -0.7% | $947.33M | 0.5% | ▼ Trim | 3 | SEC ↗ ×8 |
| 8 | BlackRock ✦ (passive) | 2.29M | +39.8% | $937.75M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 9 | Morgan Stanley ✦ | 2.04M | +0.6% | $835.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 10 | Focus Partners Wealth | 1.86M | -3.8% | $761.41M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.63M | +29.1% | $664.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 12 | Wells Fargo & Company/Mn | 1.58M | -0.1% | $646.12M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 13 | Northwestern Mutual Wealth… | 1.34M | -3.1% | $547.67M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 1.27M | -0.7% | $520.27M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 1.14M | 0.0% | $466.25M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Goldman Sachs Group ✦ | 1.08M | -7.4% | $443.07M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 17 | Us Bancorp \De\ | 856.68K | -4.0% | $350.81M | 0.4% | ▼ Trim | 3 | SEC ↗ ×4 |
| 18 | Fifth Third Bancorp | 833.09K | -2.0% | $341.15M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cerity Partners LLC | 815.66K | +1.9% | $334.01M | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Mercer Global Advisors Inc /Adv | 721.48K | -8.1% | $295.45M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 21 | Creative Planning | 651.22K | +1.4% | $266.67M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Mariner, LLC | 566.20K | -2.5% | $231.86M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Raymond James Financial Inc | 565.17K | -4.5% | $231.44M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | HighTower Advisors, LLC | 524.62K | +0.1% | $214.83M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 482.32K | +0.5% | $197.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Empower Advisory Group, LLC | 430.49K | -2.7% | $176.29M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 410.93K | -4.4% | $168.28M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Cetera Investment Advisers | 381.18K | +5.6% | $156.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 380.08K | +0.6% | $155.64M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Royal Bank Of Canada | 352.34K | -6.6% | $144.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 31 | Bank Of Montreal /Can/ | 341.97K | +0.1% | $140.04M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 32 | Wealth Enhancement Advisory… | 336.01K | +0.7% | $136.33M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | Hsbc Holdings Plc | 318.48K | -2.2% | $130.42M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | AQR Capital Management ✦ | 238.85K | +41.9% | $97.81M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 35 | Baird Financial Group, Inc. | 227.37K | -0.8% | $93.11M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Osaic Holdings, Inc. | 224.50K | +8.6% | $91.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | Millennium Management ✦ | 209.77K | -59.8% | $85.90M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 209.27K | +8.7% | $85.70M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Corient Private Wealth LP | 188.96K | +5.3% | $77.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 175.48K | -2.7% | $71.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Brown Advisory Inc | 173.34K | -15.0% | $70.98M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Boston Partners | 165.27K | +53386.7% | $67.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 162.96K | -1.2% | $66.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 44 | Commonwealth Equity Services, Llc | 149.58K | -3.9% | $61.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Gotham Asset Management ✦ | 148.36K | +16.1% | $60.75M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 134.40K | -2.9% | $55.04M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 47 | Wealthfront Advisers LLC | 128.98K | -0.1% | $52.82M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Lido Advisors, LLC | 118.49K | -56.5% | $48.52M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 100.75K | -40.7% | $41.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 94.03K | +5.1% | $38.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Franklin Resources Inc | 92.31K | -3.8% | $37.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 52 | Legal & General Group Plc | 85.46K | +56.3% | $34.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Blair William & Co/Il | 80.77K | -0.1% | $33.08M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | Schroder Investment Management Group | 66.73K | -67.5% | $27.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Rhumbline Advisers | 55.85K | -28.9% | $22.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Healthcare Of Ontario Pension Plan… | 50.00K | 0.0% | $20.48M | 0.0% | Held | 3 | SEC ↗ |
| 57 | Citigroup Inc | 49.48K | -2.8% | $20.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | Renaissance Technologies ✦ | 42.64K | New | $17.46M | 0.0% | New | 1 | SEC ↗ |
| 59 | State Board Of Administration Of… | 40.79K | -65.8% | $16.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 39.69K | -46.3% | $16.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Alliancebernstein L.P. | 43.68K | -0.5% | $15.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Kayne Anderson Rudnick Investment… | 37.32K | -4.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Hrt Financial Lp | 33.36K | +364.0% | $13.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Two Sigma Investments ✦ | 30.68K | -74.9% | $12.56M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 65 | Tidal Investments LLC | 19.79K | +4.8% | $8.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Sumitomo Mitsui Trust Group, Inc. | 15.76K | +4.7% | $6.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Financial Engines Advisors L.L.C. | 14.51K | +1.4% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 14.47K | +1.5% | $5.93M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Jane Street Group, Llc | 12.08K | -74.6% | $4.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Chevy Chase Trust Holdings, LLC | 8.50K | -2.7% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Sei Investments Co | 8.34K | -12.7% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Squarepoint Ops LLC | 8.32K | New | $3.41M | 0.0% | New | 1 | SEC ↗ |
| 73 | Assetmark, Inc | 7.54K | +42.3% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 7.53K | +12.8% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 5.79K | -4.0% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Fisher Asset Management ✦ | 4.92K | -2.7% | $2.02M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 77 | Nuveen, LLC | 3.74K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 3.60K | 0.0% | $1.47M | 0.0% | Held | 3 | SEC ↗ |
| 79 | GQG Partners LLC | 2.48K | +123.5% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Nomura Asset Management Co Ltd | 2.12K | New | $866,093 | 0.0% | New | 1 | SEC ↗ |
| 81 | Cibc World Market Inc. | 2.01K | -1.7% | $821,457 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Capital International Investors | 1.93K | +31.3% | $785,828 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Qube Research & Technologies Ltd | 1.56K | New | $640,049 | 0.0% | New | 1 | SEC ↗ |
| 84 | Victory Capital Management Inc | 1.49K | +64.9% | $609,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Tudor Investment Corp Et Al | 1.38K | -82.1% | $566,748 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Lazard Asset Management Llc | 1.35K | -84.8% | $554,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Amundi | 1.23K | New | $504,504 | 0.0% | New | 1 | SEC ↗ |
| 88 | First Manhattan Co. Llc. | 1.16K | -4.5% | $472,973 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 1.06K | -20.3% | $436,118 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | National Bank Of Canada /Fi/ | 907 | -0.4% | $371,326 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | State Street Global Advisors ✦ (passive) | 700 | 0.0% | $286,650 | 0.0% | Held | 7 | SEC ↗ |
| 92 | Invesco Ltd. | 674 | New | $275,929 | 0.0% | New | 1 | SEC ↗ |
| 93 | Capital Research Global Investors | 611 | -54.2% | $248,255 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Fayez Sarofim & Co | 571 | -40.3% | $233,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Barclays Plc | 340 | +750.0% | $139,230 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Allspring Global Investments… | 134 | +48.9% | $54,789 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 6 | -99.6% | $2,457 | 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
| Renaissance Technologies | $17.46M | 0.0% |
| Squarepoint Ops LLC | $3.41M | 0.0% |
| Nuveen, LLC | $1.53M | 0.0% |
| Nomura Asset Management Co Ltd | $866,093 | 0.0% |
| Qube Research & Technologies… | $640,049 | 0.0% |
| Amundi | $504,504 | 0.0% |
| Invesco Ltd. | $275,929 | 0.0% |
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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