1,097 institutions reported holding $9.58B of ISHARES TR (IWO) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.09B), MORGAN STANLEY ($864.0M), BARINGS LLC ($484.3M), ENVESTNET ASSET MANAGEMENT INC ($344.2M), GOLDMAN SACHS GROUP INC ($300.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.09B | 3.5M | Trimmed |
| 2 | MORGAN STANLEY | $864.0M | 2.8M | Added |
| 3 | BARINGS LLC | $484.3M | 1.6M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $344.2M | 1.1M | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $300.6M | 957,906 | Trimmed |
| 6 | Cassaday & Co Wealth Management LLC | $293.6M | 935,475 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $229.2M | 730,324 | Trimmed |
| 8 | PNC Financial Services Group, Inc. | $193.5M | 616,540 | Added |
| 9 | LPL Financial LLC | $181.0M | 576,867 | Added |
| 10 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $180.7M | 575,822 | New |
| 11 | D.A. DAVIDSON & CO. | $170.9M | 544,695 | Added |
| 12 | UBS Group AG | $164.2M | 523,116 | Added |
| 13 | Cohen Klingenstein LLC | $154.6M | 492,683 | Trimmed |
| 14 | TIAA Wealth Investment Management LLC | $140.5M | 466,740 | New |
| 15 | RAYMOND JAMES FINANCIAL INC | $135.9M | 433,239 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $135.7M | 432,478 | Trimmed |
| 17 | NORTHERN TRUST CORP | $135.1M | 430,460 | Trimmed |
| 18 | CITIGROUP INC | $130.3M | 415,194 | Added |
| 19 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $128.8M | 410,500 | Added |
| 20 | Royal Bank of Canada | $117.6M | 374,869 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $116.2M | 386,157 | Trimmed |
| 22 | FMR LLC | $112.3M | 357,770 | Added |
| 23 | M&T Bank Corp | $109.4M | 348,576 | Trimmed |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $107.7M | 343,304 | Added |
| 25 | COMMERCE BANK | $83.4M | 265,635 | Added |
Source: SEC Form 13F filings · as of 2026-03-31