Home › IWF

Who holds IWF

ISHARES TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY118.9M$14.8B0.8%
BANK OF AMERICA CORP /DE/108.4M$13.5B0.9%
FMR LLC33.2M$4.1B0.2%
GOLDMAN SACHS GROUP INC27.6M$3.4B0.3%
JPMORGAN CHASE & CO26.2M$3.2B0.2%
ENVESTNET ASSET MANAGEMENT INC21.0M$2.6B0.6%
NORTHERN TRUST CORP19.8M$2.5B0.3%
UBS Group AG18.7M$2.3B0.3%
WELLS FARGO & COMPANY/MN17.9M$2.2B0.4%
LPL Financial LLC15.4M$1.9B0.4%
RAYMOND JAMES FINANCIAL INC13.6M$1.7B0.5%
PNC FINANCIAL SERVICES GROUP, INC.12.2M$1.5B0.7%
Baird Financial Group, Inc.11.6M$1.4B2.0%
M&T BANK CORP2.8M$1.2B3.9%
TRUIST FINANCIAL CORP8.2M$1.0B1.2%
ROYAL BANK OF CANADA7.5M$928.8M0.1%
SIGNATUREFD, LLC7.2M$898.6M12.0%
COMMONWEALTH EQUITY SERVICES, LLC6.7M$833.7M1.0%
Cetera Investment Advisers6.2M$774.9M0.7%
AMERIPRISE FINANCIAL INC6.0M$745.5M0.2%
Pinnacle Financial Partners, Inc.5.6M$694.8M4.7%
CFG Wealth Management Services, Inc.1.6K$685.2M0.6%
Circle Wealth Management, LLC5.5M$677.2M8.5%
Focus Partners Wealth5.3M$653.0M0.7%
Bank of New York Mellon Corp4.8M$593.6M0.1%
STIFEL FINANCIAL CORP4.6M$574.8M0.5%
Rockefeller Capital Management L.P.4.6M$572.8M0.9%
BlackRock, Inc.4.6M$567.3M0.0%
Cerity Partners LLC4.6M$566.3M0.7%
CIBC Bancorp USA Inc.4.3M$537.2M0.7%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4.2M$523.8M1.8%
TIAA Wealth Investment Management LLC4.2M$507.2M3.4%
US BANCORP \DE\3.8M$476.0M0.5%
JONES FINANCIAL COMPANIES LLLP4.0M$473.9M0.2%
Nuveen, LLC3.8M$471.1M0.1%
FIFTH THIRD BANCORP3.8M$469.5M0.8%
PRUDENTIAL FINANCIAL INC3.7M$454.7M0.5%
GLOBALT Investments LLC / GA3.7M$454.4M15.3%
71 West Capital Partners3.5M$435.2M15.0%
OSAIC HOLDINGS, INC.3.4M$424.5M0.5%
Janney Montgomery Scott LLC3.1M$386.9M0.7%
OpenArc Corporate Advisory, LLC3.0M$373.1M4.4%
Dynasty Wealth Management, LLC3.0M$367.0M2.7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.7M$335.5M0.2%
AMERICAN CENTURY COMPANIES INC2.6M$317.0M0.1%
CHOREO, LLC2.5M$314.7M3.5%
1ST SOURCE BANK2.4M$295.1M13.4%
CITIGROUP INC2.3M$283.8M0.1%
Waldron Private Wealth LLC2.2M$272.6M9.4%
CAPTRUST FINANCIAL ADVISORS2.1M$262.7M0.4%
Mariner, LLC2.0M$246.4M0.3%
Clearstead Advisors, LLC2.0M$243.2M2.3%
MML INVESTORS SERVICES, LLC1.9M$240.2M0.5%
BROWN ADVISORY INC1.9M$239.0M0.4%
Creative Planning1.9M$232.1M0.1%
Cresset Asset Management, LLC1.8M$224.7M0.8%
COMMERCE BANK1.8M$224.2M1.0%
ALLIANCEBERNSTEIN L.P.524.4K$223.6M0.1%
REGIONS FINANCIAL CORP1.8M$223.3M1.3%
MERCER GLOBAL ADVISORS INC /ADV1.6M$204.1M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}