1,086 institutions reported holding $9.06B of ISHARES TR (IWN) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.16B), MORGAN STANLEY ($826.7M), ENVESTNET ASSET MANAGEMENT INC ($406.6M), TIAA Wealth Investment Management LLC ($285.7M), D.A. DAVIDSON & CO. ($241.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.16B | 6.1M | Trimmed |
| 2 | MORGAN STANLEY | $826.7M | 4.4M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $406.6M | 2.1M | Trimmed |
| 4 | TIAA Wealth Investment Management LLC | $285.7M | 1.5M | New |
| 5 | D.A. DAVIDSON & CO. | $241.4M | 1.3M | Added |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $227.6M | 1.2M | New |
| 7 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $210.2M | 1.1M | Added |
| 8 | PNC Financial Services Group, Inc. | $208.7M | 1.1M | Trimmed |
| 9 | LPL Financial LLC | $201.4M | 1.1M | Trimmed |
| 10 | M&T Bank Corp | $192.8M | 1.0M | Trimmed |
| 11 | WELLS FARGO & COMPANY/MN | $166.2M | 876,818 | Trimmed |
| 12 | HSBC HOLDINGS PLC | $162.9M | 859,009 | Added |
| 13 | UBS Group AG | $159.1M | 839,340 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $150.4M | 793,547 | Added |
| 15 | GOLDMAN SACHS GROUP INC | $137.9M | 727,598 | Added |
| 16 | Betterment LLC | $127.5M | 672,519 | Trimmed |
| 17 | Cassaday & Co Wealth Management LLC | $122.2M | 644,789 | Added |
| 18 | NORTHERN TRUST CORP | $115.2M | 607,703 | Trimmed |
| 19 | Royal Bank of Canada | $105.0M | 553,944 | Added |
| 20 | JPMORGAN CHASE & CO | $85.8M | 464,365 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $84.9M | 448,003 | Added |
| 22 | Pacific Life Fund Advisors LLC | $81.3M | 428,929 | Trimmed |
| 23 | Pathstone Holdings, LLC | $78.7M | 414,852 | Added |
| 24 | Badgley Phelps Wealth Managers, LLC | $74.0M | 390,279 | Added |
| 25 | Focus Partners Wealth | $64.3M | 339,189 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31