Who Owns ISHARES TR (IYW)? -- Institutional Holders (2026-06-30)

750 institutions reported holding $2.90B of ISHARES TR (IYW) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($341.2M), RiverFront Investment Group, LLC ($263.1M), COMMONWEALTH EQUITY SERVICES, LLC ($168.9M), Kestra Advisory Services, LLC ($120.5M), Cambridge Investment Research Advisors, Inc. ($71.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$341.2M1.4MAdded
2RiverFront Investment Group, LLC$263.1M1.0MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$168.9M669,449Trimmed
4Kestra Advisory Services, LLC$120.5M477,728Trimmed
5Cambridge Investment Research Advisors, Inc.$71.3M282,766Added
6Atlas Legacy Advisors, LLC$61.8M246,172Added
7AXXCESS WEALTH MANAGEMENT, LLC$52.1M206,739New
8Belvedere Trading LLC$45.7M181,011Added
9Howard Capital Management Group, LLC$44.5M176,535Trimmed
10FIRST MERCHANTS CORP$40.8M161,871Trimmed
11ASSETMARK, INC$40.5M160,431Added
12Compound Planning, Inc.$32.5M128,742Trimmed
13Patton Albertson Miller Group, LLC$27.2M107,832Added
14Stillwater Capital Advisors, LLC$25.2M100,052Trimmed
15PARK AVENUE SECURITIES LLC$24.9M98,807New
16SAGESPRING WEALTH PARTNERS, LLC$23.8M94,407Trimmed
17Private Advisor Group, LLC$23.5M93,125Trimmed
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$23.3M92,976Added
19Atria Investments, Inc$22.7M90,046Added
20RVW Wealth, LLC$22.6M89,777Added
21First Citizens Financial Corp$22.5M89,186Trimmed
22Mendel Capital Management LLC$21.4M84,767Trimmed
23Merit Financial Group, LLC$21.1M83,644Trimmed
24TRUIST FINANCIAL CORP$19.8M78,430Trimmed
25Fifth Third Securities, Inc.$16.9M66,865Added

Source: SEC Form 13F filings · as of 2026-06-30