Security record · archived quarter
IWB
iShares Russell 1000 ETF · Financial Services · Asset Management - Global
93Tracked holders
+2Δ holders
65.76MShares held
$24.53BReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.2% ·
share flow -2.9% ·
net new positions +2.2%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 341.25K | $141.44M | n/a | −1 |
| Q2 2026 | 95 | +3 | 60.96M | $24.87B | +6 | −4 |
| Q1 2026 | 94 | 0 | 64.47M | $22.94B | +5 | −5 |
| Q4 2025 | 93 | +2 | 65.76M | $24.53B | +2 | n/a |
| Q3 2025 | 14 | -2 | 19.66M | $7.19B | n/a | −2 |
| Q2 2025 | 13 | +2 | 12.14M | $4.12B | +2 | n/a |
| Q1 2025 | 8 | -2 | 600.82K | $184.30M | n/a | −2 |
| Q4 2024 | 10 | +3 | 3.05M | $982.02M | +3 | n/a |
| Q3 2024 | 6 | -3 | 201.64K | $63.40M | n/a | −3 |
| Q2 2024 | 9 | n/a | 715.30K | $212.83M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 11.58M | n/a | $4.32B | 2.6% | n/c | 1 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 9.84M | -1.3% | $3.68B | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 4.91M | n/a | $1.84B | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 4 | Envestnet Asset Management Inc | 4.57M | n/a | $1.71B | 0.5% | n/c | 1 | SEC ↗ |
| 5 | Northern Trust Corp | 2.69M | n/a | $1.01B | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 2.45M | n/a | $915.31M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 2.30M | n/a | $857.98M | 0.5% | n/c | 1 | SEC ↗ ×8 |
| 8 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 9 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 10 | Focus Partners Wealth | 1.96M | n/a | $730.14M | 0.8% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.61M | n/a | $601.73M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 12 | Goldman Sachs Group ✦ | 1.38M | -23.8% | $517.07M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 14 | Northwestern Mutual Wealth… | 1.32M | n/a | $493.78M | 0.3% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 1.16M | n/a | $435.04M | 0.8% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 909.63K | n/a | $339.69M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 17 | Mercer Global Advisors Inc /Adv | 792.52K | n/a | $295.96M | 0.5% | n/c | 1 | SEC ↗ |
| 18 | Us Bancorp \De\ | 775.93K | n/a | $289.77M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 19 | Cerity Partners LLC | 745.03K | n/a | $278.23M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 657.34K | n/a | $245.48M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 21 | Hsbc Holdings Plc | 644.71K | n/a | $240.76M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 22 | Raymond James Financial Inc | 631.39K | n/a | $235.79M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 23 | Mariner, LLC | 546.82K | n/a | $204.21M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 24 | Royal Bank Of Canada | 535.26K | n/a | $199.89M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 25 | Wealth Enhancement Advisory… | 508.59K | n/a | $193.00M | 0.3% | n/c | 1 | SEC ↗ |
| 26 | Healthcare Of Ontario Pension Plan… | 499.00K | n/a | $186.35M | 0.3% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 493.51K | n/a | $184.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | HighTower Advisors, LLC | 480.35K | n/a | $179.38M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | Millennium Management ✦ | 455.13K | New | $169.96M | 0.1% | New | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 454.08K | n/a | $169.57M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 31 | Cetera Investment Advisers | 352.53K | n/a | $131.65M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Fifth Third Bancorp | 345.94K | n/a | $129.19M | 0.4% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 329.32K | n/a | $122.98M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 34 | Empower Advisory Group, LLC | 307.34K | n/a | $114.77M | 0.3% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 374.43K | n/a | $111.46M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 36 | Lido Advisors, LLC | 281.88K | n/a | $105.05M | 0.4% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 256.41K | n/a | $95.75M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 38 | Baird Financial Group, Inc. | 232.23K | n/a | $86.72M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 39 | Brown Advisory Inc | 201.87K | n/a | $75.39M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 40 | Commonwealth Equity Services, Llc | 186.42K | n/a | $69.62M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 185.22K | n/a | $69.20M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 42 | Bnp Paribas Financial Markets | 185.00K | n/a | $69.09M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 174.86K | n/a | $65.30M | 0.2% | n/c | 1 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 167.53K | n/a | $62.56M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 45 | Rockefeller Capital Management L.P. | 152.13K | n/a | $56.81M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 46 | AQR Capital Management ✦ | 150.83K | +17.4% | $56.33M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 47 | State Board Of Administration Of… | 134.46K | n/a | $50.21M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Wealthfront Advisers LLC | 115.31K | n/a | $43.06M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Franklin Resources Inc | 88.16K | n/a | $32.92M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 50 | Rhumbline Advisers | 83.12K | n/a | $31.04M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 82.30K | n/a | $30.73M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Neuberger Berman Group LLC | 81.97K | n/a | $30.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Blair William & Co/Il | 76.14K | n/a | $28.44M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Two Sigma Investments ✦ | 71.36K | -72.3% | $26.65M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 55 | Cwm, Llc | 51.08K | n/a | $19.07M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Citigroup Inc | 49.03K | n/a | $18.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 57 | Legal & General Group Plc | 48.43K | n/a | $18.08M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 48.40K | -20.3% | $18.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Kayne Anderson Rudnick Investment… | 43.46K | n/a | $16.23M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 38.92K | +133.1% | $14.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 32.24K | n/a | $12.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | Tudor Investment Corp Et Al | 31.79K | n/a | $11.87M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Alliancebernstein L.P. | 27.12K | n/a | $10.13M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | First Trust Advisors Lp | 23.13K | n/a | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | GQG Partners LLC | 17.83K | n/a | $6.66M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Tidal Investments LLC | 17.60K | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Financial Engines Advisors L.L.C. | 15.11K | n/a | $5.64M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 14.14K | 0.0% | $5.28M | 0.0% | Held | 7 | SEC ↗ |
| 69 | Sumitomo Mitsui Trust Group, Inc. | 13.62K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Jane Street Group, Llc | 12.70K | n/a | $4.74M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | The Vanguard Group ✦ (passive) | 10.59K | -5.7% | $3.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 72 | Sei Investments Co | 9.40K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 8.95K | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Lazard Asset Management Llc | 8.87K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Chevy Chase Trust Holdings, LLC | 8.83K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Capital International Investors | 8.62K | n/a | $3.24M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Gotham Asset Management ✦ | 7.82K | 0.0% | $2.92M | 0.0% | Held | 5 | SEC ↗ |
| 78 | Fisher Asset Management ✦ | 6.41K | +19.5% | $2.40M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 79 | Prudential Financial Inc | 6.35K | n/a | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Assetmark, Inc | 6.02K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | TD Waterhouse Canada Inc. | 3.60K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Qube Research & Technologies Ltd | 2.57K | n/a | $960,861 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cibc World Market Inc. | 2.04K | n/a | $762,191 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Fayez Sarofim & Co | 1.82K | n/a | $679,749 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | First Manhattan Co. Llc. | 1.25K | n/a | $466,427 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Deutsche Bank Ag\ | 934 | n/a | $348,793 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 87 | Hrt Financial Lp | 724 | n/a | $270,000 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | State Street Global Advisors ✦ (passive) | 700 | 0.0% | $261,408 | 0.0% | Held | 5 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 698 | n/a | $260,661 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Victory Capital Management Inc | 633 | n/a | $236,729 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Allspring Global Investments… | 116 | n/a | $43,422 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | ARK Investment Management ✦ | 38 | New | $14,079 | 0.0% | New | 1 | SEC ↗ |
| 93 | National Bank Of Canada /Fi/ | 15 | n/a | $5,600 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $169.96M | 0.1% |
| ARK Investment Management | $14,079 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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