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IVW — ISHARES TR

Reported value held$19.78B
Funds holding (latest)34
Sector—
Funds holding (Q2 2026)25
Institutional value$19.06B · 139.14M sh
New / Add / Cut / Exit4 / 7 / 11 / 0
Top-5 / Top-10 concentration85.1% / 98.0%
Institutional holdings change Accumulating +39.1% (+39.10M sh)
Institutional value change Up +68.5%

As of Q2 2026, 25 SEC-registered investment managers reported holding IVW (ISHARES TR) in their latest 13F filings, with a combined reported value of $19.06B across 139.14M shares. That is +39.1% by share count (+39.10M shares) versus the previous quarter, while reported value moved +68.5%. Ownership is concentrated: the five largest holders account for 85.1% of reported value and the top ten for 98.0%.

Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 11 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
JPMorgan Chase & Co history Q2 2026 39.46M $5.35B 0.62% New
Morgan Stanley history Q2 2026 34.60M $4.76B 0.27% Add
Bank of America Corp history Q2 2026 20.80M $2.86B 0.19% Add
Wells Fargo & Co history Q2 2026 15.41M $2.12B 0.36% Hold
UBS Group AG history Q2 2026 8.21M $1.13B 0.15% Reduce
PNC Financial Services history Q2 2026 5.24M $720.14M 0.36% Reduce
BlackRock Inc history Q2 2026 4.37M $601.39M 0.01% Reduce
Goldman Sachs Group history Q2 2026 4.22M $581.05M 0.05% Reduce
Fidelity International (FIL) history Q4 2025 2.95M $363.63M 0.27% Reduce
Manulife Financial history Q3 2025 2.91M $351.12M 0.29% Add
Fidelity Management & Research (FMR) history Q2 2026 2.05M $281.62M 0.01% Hold
BNY Mellon history Q2 2026 2.00M $275.06M 0.05% Add
Two Sigma Investments history Q2 2026 717.83K $98.72M 0.08% Reduce
Northern Trust Corp history Q2 2026 710.39K $97.70M 0.01% Reduce
Citigroup Inc history Q2 2026 407.20K $56.00M 0.02% Add
AQR Capital Management history Q2 2026 402.46K $55.35M 0.02% Add
Charles Schwab Investment Management history Q2 2026 212.79K $29.27M 0.00% Reduce
Prudential Financial history Q2 2026 141.49K $19.46M 0.02% Add
Franklin Resources history Q2 2026 75.79K $10.42M 0.00% Reduce
Marshall Wace history Q1 2024 62.54K $5.28M 0.01% New

View all 34 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
JPMorgan Chase & Co 45.58M 46.28M 50.15M 53.67M 47.68M 52.64M 46.64M 43.14M 43.37M 45.95M 46.66M 47.66M 44.11M 44.88M 43.81M 42.38M 41.34M 40.71M — 39.46M
Morgan Stanley 29.16M 29.76M 29.02M 28.23M 28.14M 28.02M 27.62M 27.84M 29.38M 29.69M 31.37M 33.33M 33.34M 32.63M 32.94M 33.99M 33.46M 33.65M 34.31M 34.60M
Bank of America Corp 17.76M 17.53M 16.62M 17.27M 17.40M 16.44M 16.40M 16.07M 17.32M 17.44M 17.81M 19.13M 18.61M 18.55M 18.83M 18.69M 18.44M 18.55M 19.78M 20.80M
Wells Fargo & Co 15.48M 16.07M 15.94M 15.83M 15.60M 16.25M 15.84M 15.75M 15.64M 15.60M 15.13M 15.53M 15.60M 16.60M 15.54M 15.57M 14.94M 15.02M 15.36M 15.41M
UBS Group AG 9.38M 9.27M 8.78M 8.60M 8.69M 8.99M 8.99M 8.82M 9.19M 9.33M 9.31M 9.26M 9.21M 9.25M 8.95M 8.83M 8.91M 8.69M 8.58M 8.21M
PNC Financial Services 5.52M 5.45M 4.88M 5.06M 5.17M 5.20M 5.07M 4.99M 5.04M 5.02M 5.13M 5.20M 5.33M 5.48M 5.49M 5.57M 5.55M 5.43M 5.39M 5.24M
BlackRock Inc — — — — — — — — — — — — 4.90M 4.64M 4.89M 4.55M 4.37M 4.42M 4.53M 4.37M
Goldman Sachs Group 5.80M 5.67M 6.73M 7.02M 7.18M 6.61M 6.53M 6.33M 6.30M 10.11M 9.65M 9.38M 6.44M 6.36M 6.64M 6.36M 4.51M 2.99M 4.29M 4.22M
Fidelity Management & Research (FMR) 2.49M 2.44M 2.41M 2.37M 2.32M 2.27M 2.24M 2.19M 2.18M 2.17M 2.16M 2.16M 2.15M 2.13M 2.12M 2.05M 2.04M 2.03M 2.05M 2.05M
BNY Mellon 225.60K 235.49K 245.02K 244.42K 254.64K 251.25K 248.25K 252.22K 539.24K 532.72K 1.07M 1.70M 1.64M 1.62M 1.72M 1.63M 1.65M 1.79M 1.98M 2.00M
Two Sigma Investments 500.50K 585.90K 50.90K 126.10K 142.60K 73.30K 7.80K 272.50K 621.90K 977.90K 1.19M 1.21M 1.14M 1.09M 686.23K 1.27M 893.93K 292.80K 1.97M 717.83K
Northern Trust Corp 462.98K 492.36K 494.45K 510.93K 471.89K 485.74K 486.81K 578.76K 586.96K 600.85K 650.80K 657.32K 722.11K 732.66K 734.74K 731.05K 731.21K 728.82K 733.82K 710.39K
Citigroup Inc 374.97K 348.79K 371.75K 399.11K 377.31K 379.87K 376.01K 365.55K 373.80K 360.05K 325.94K 301.63K 336.25K 326.01K 347.00K 343.06K 343.37K 326.84K 341.83K 407.20K
AQR Capital Management — — — — — — — — — — 11.02K 10.81K 35.34K 53.00K 67.13K 92.69K 123.51K 275.61K 334.99K 402.46K
Charles Schwab Investment Management — — — — — — — — 737.52K 677.39K 637.10K 604.02K 559.52K 442.56K 416.50K 314.77K 252.24K 237.68K 226.39K 212.79K
Prudential Financial 25.04K 31.03K 29.04K 27.13K 30.14K 36.25K 39.68K 52.87K 132.17K 129.75K 245.68K 370.57K 353.05K — 35.20K 34.11K 134.59K 142.00K 40.27K 141.49K
Franklin Resources 162.08K 142.91K 129.76K 96.73K 94.69K 88.34K 86.23K 85.43K 82.77K 80.51K 78.40K 83.44K 83.88K 83.86K 90.06K 78.34K 76.34K 77.53K 76.59K 75.79K
Renaissance Technologies 31.20K 24.00K — 47.30K 17.90K — 36.20K 8.40K 26.40K — 11.80K — — 29.50K — 37.70K — 12.90K — 25.00K
Citadel Advisors 52.90K 54.20K 116.81K 143.67K 137.97K 77.09K 96.08K 212.38K 144.56K 154.25K 23.62K 49.83K 192.19K 67.83K 30.60K 76.76K 93.90K 66.80K 32.20K 21.80K
D. E. Shaw & Co — — — — — — — — — — — — — — 16.57K 26.12K — — — 19.12K

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