Who Owns ISHARES TR (IWL)? -- Institutional Holders (2026-03-31)
245 institutions reported holding $1.38B of ISHARES TR (IWL) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($112.3M), BANK OF AMERICA CORP /DE/ ($101.7M), Gilbert & Cook, Inc. ($82.9M), TOMPKINS FINANCIAL CORP ($80.1M), Richmond Investment Services, LLC ($65.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $112.3M | 699,949 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $101.7M | 633,514 | Trimmed |
| 3 | Gilbert & Cook, Inc. | $82.9M | 516,367 | Added |
| 4 | TOMPKINS FINANCIAL CORP | $80.1M | 498,861 | Trimmed |
| 5 | Richmond Investment Services, LLC | $65.8M | 409,892 | Added |
| 6 | LPL Financial LLC | $60.6M | 377,756 | Added |
| 7 | Lido Advisors, LLC | $59.6M | 371,412 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $56.8M | 353,515 | Trimmed |
| 9 | COMMERCE BANK | $56.7M | 353,487 | Added |
| 10 | FreeGulliver LLC | $34.6M | 215,824 | Trimmed |
| 11 | Reliant Wealth Planning | $33.2M | 206,913 | Added |
| 12 | Heck Capital Advisors, LLC | $32.8M | 204,621 | Hold |
| 13 | SEARCY FINANCIAL SERVICES INC /ADV | $29.2M | 182,040 | Added |
| 14 | JPMORGAN CHASE & CO | $28.6M | 183,116 | Added |
| 15 | Royal Bank of Canada | $25.0M | 155,762 | Added |
| 16 | Prescott Group Capital Management, L.L.C. | $21.6M | 134,450 | Hold |
| 17 | George Kaiser Family Foundation | $21.6M | 134,450 | Hold |
| 18 | Cambridge Investment Research Advisors, Inc. | $20.7M | 128,885 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $20.4M | 127,037 | Added |
| 20 | MANCHESTER FINANCIAL INC | $19.2M | 119,611 | Added |
| 21 | Equitable Holdings, Inc. | $16.7M | 98,015 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $14.4M | 89,771 | Added |
| 23 | Annex Advisory Services, LLC | $11.9M | 74,071 | Trimmed |
| 24 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $11.7M | 72,924 | Trimmed |
| 25 | ARCADIA INVESTMENT ADVISORS LLC | $11.7M | 72,707 | Added |
Source: SEC Form 13F filings · as of 2026-03-31