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 |
|---|---|---|---|---|---|---|
| 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 11.58M | — | $4.32B | 2.6% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 11.58M | — | $4.32B | 2.6% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 9.84M | -1.3% | $3.68B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 9.84M | -1.3% | $3.68B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 4.91M | — | $1.84B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 4.57M | — | $1.71B | 0.5% | n/c | 1 | SEC ↗ |
| 13 | Northern Trust Corp | 2.69M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Northern Trust Corp | 2.69M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | LPL Financial LLC | 2.45M | — | $915.31M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 2.30M | — | $857.98M | 0.5% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 2.22M | +28.4% | $827.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.09M | -30.3% | $780.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 1.96M | — | $730.14M | 0.8% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 1.61M | — | $601.73M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 1.61M | — | $601.73M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 1.61M | — | $601.73M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 1.61M | — | $601.73M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 1.38M | -23.8% | $517.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 1.38M | -23.8% | $517.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 1.38M | -23.8% | $517.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 1.38M | -23.8% | $517.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 1.34M | -49.2% | $501.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Northwestern Mutual Wealth… | 1.32M | — | $493.78M | 0.3% | n/c | 1 | SEC ↗ |
| 60 | Captrust Financial Advisors | 1.16M | — | $435.04M | 0.8% | n/c | 1 | SEC ↗ |
| 61 | UBS Group AG | 909.63K | — | $339.69M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | UBS Group AG | 909.63K | — | $339.69M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | UBS Group AG | 909.63K | — | $339.69M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 792.52K | — | $295.96M | 0.5% | n/c | 1 | SEC ↗ |
| 65 | Us Bancorp \De\ | 775.93K | — | $289.77M | 0.3% | n/c | 1 | SEC ↗ |
| 66 | Us Bancorp \De\ | 775.93K | — | $289.77M | 0.3% | n/c | 1 | SEC ↗ |
| 67 | Us Bancorp \De\ | 775.93K | — | $289.77M | 0.3% | n/c | 1 | SEC ↗ |
| 68 | Us Bancorp \De\ | 775.93K | — | $289.77M | 0.3% | n/c | 1 | SEC ↗ |
| 69 | Us Bancorp \De\ | 775.93K | — | $289.77M | 0.3% | n/c | 1 | SEC ↗ |
| 70 | Cerity Partners LLC | 745.03K | — | $278.23M | 0.4% | n/c | 1 | SEC ↗ |
| 71 | Cerity Partners LLC | 745.03K | — | $278.23M | 0.4% | n/c | 1 | SEC ↗ |
| 72 | Cerity Partners LLC | 745.03K | — | $278.23M | 0.4% | n/c | 1 | SEC ↗ |
| 73 | Creative Planning | 657.34K | — | $245.48M | 0.2% | n/c | 1 | SEC ↗ |
| 74 | Creative Planning | 657.34K | — | $245.48M | 0.2% | n/c | 1 | SEC ↗ |
| 75 | Creative Planning | 657.34K | — | $245.48M | 0.2% | n/c | 1 | SEC ↗ |
| 76 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Hsbc Holdings Plc | 644.71K | — | $240.76M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Raymond James Financial Inc | 631.39K | — | $235.79M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Raymond James Financial Inc | 631.39K | — | $235.79M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Raymond James Financial Inc | 631.39K | — | $235.79M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Mariner, LLC | 546.82K | — | $204.21M | 0.2% | n/c | 1 | SEC ↗ |
| 88 | Mariner, LLC | 546.82K | — | $204.21M | 0.2% | n/c | 1 | SEC ↗ |
| 89 | Mariner, LLC | 546.82K | — | $204.21M | 0.2% | n/c | 1 | SEC ↗ |
| 90 | Mariner, LLC | 546.82K | — | $204.21M | 0.2% | n/c | 1 | SEC ↗ |
| 91 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Royal Bank Of Canada | 535.26K | — | $199.89M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Royal Bank Of Canada | 535.26K | — | $199.89M | 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
| No new tracked buyers this quarter. |
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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