1,582 institutions reported holding $40.60B of ISHARES TR (IWR) in SEC 13F filings for 2026-03-31. Largest institutional holders: JONES FINANCIAL COMPANIES LLLP ($8.87B), BANK OF AMERICA CORP /DE/ ($6.41B), WELLS FARGO & COMPANY/MN ($4.16B), US BANCORP \DE\ ($1.26B), PNC Financial Services Group, Inc. ($1.20B). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $8.87B | 93.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $6.41B | 65.9M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $4.16B | 42.8M | Added |
| 4 | US BANCORP \DE\ | $1.26B | 12.9M | Trimmed |
| 5 | PNC Financial Services Group, Inc. | $1.20B | 12.3M | Trimmed |
| 6 | MORGAN STANLEY | $1.07B | 11.0M | Added |
| 7 | Bank of New York Mellon Corp | $1.04B | 10.7M | Trimmed |
| 8 | NORTHERN TRUST CORP | $990.3M | 10.2M | Trimmed |
| 9 | Baird Financial Group, Inc. | $872.1M | 9.0M | Added |
| 10 | Royal Bank of Canada | $765.7M | 7.9M | Trimmed |
| 11 | UBS Group AG | $704.5M | 7.2M | Added |
| 12 | JPMORGAN CHASE & CO | $654.7M | 6.9M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $434.8M | 4.5M | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $406.2M | 4.2M | Trimmed |
| 15 | FMR LLC | $397.5M | 4.1M | Added |
| 16 | AMG National Trust Bank | $378.1M | 3.9M | Added |
| 17 | LPL Financial LLC | $365.2M | 3.8M | Added |
| 18 | CIBC Bancorp USA Inc. | $306.2M | 3.1M | New |
| 19 | AMERIPRISE FINANCIAL INC | $293.5M | 3.0M | Added |
| 20 | NATIXIS ADVISORS, LLC | $283.5M | 2.9M | Added |
| 21 | JOHNSON INVESTMENT COUNSEL INC | $282.7M | 2.9M | Added |
| 22 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $273.4M | 2.8M | New |
| 23 | RAYMOND JAMES FINANCIAL INC | $272.3M | 2.8M | Trimmed |
| 24 | FIFTH THIRD BANCORP | $247.7M | 2.5M | Added |
| 25 | Cetera Investment Advisers | $207.4M | 2.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31