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IWN — ISHARES TR

Reported value held$3.72B
Funds holding (latest)33
Sector—
Funds holding (Q2 2026)25
Institutional value$3.61B · 16.31M sh
New / Add / Cut / Exit2 / 5 / 17 / 1
Top-5 / Top-10 concentration80.6% / 95.1%
Institutional holdings change Accumulating +1.1% (+171.15K sh)
Institutional value change Up +17.9%

As of Q2 2026, 25 SEC-registered investment managers reported holding IWN (ISHARES TR) in their latest 13F filings, with a combined reported value of $3.61B across 16.31M shares. That is +1.1% by share count (+171.15K shares) versus the previous quarter, while reported value moved +17.9%. Ownership is concentrated: the five largest holders account for 80.6% of reported value and the top ten for 95.1%.

Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 17 trimmed, 1 exited entirely. 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
Bank of America Corp history Q2 2026 6.19M $1.37B 0.09% Add
Morgan Stanley history Q2 2026 4.24M $937.62M 0.05% Reduce
PNC Financial Services history Q2 2026 1.09M $241.31M 0.12% Reduce
Wells Fargo & Co history Q2 2026 866.10K $191.58M 0.03% Reduce
UBS Group AG history Q2 2026 766.60K $169.57M 0.02% Reduce
Goldman Sachs Group history Q2 2026 696.08K $153.97M 0.01% Reduce
Northern Trust Corp history Q2 2026 599.86K $132.69M 0.01% Reduce
JPMorgan Chase & Co history Q2 2026 454.98K $100.68M 0.01% New
Wellington Management Group history Q2 2026 325.49K $72.00M 0.01% Add
Manulife Financial history Q2 2024 464.35K $70.72M 0.07% New
BNY Mellon history Q2 2026 278.10K $61.52M 0.01% Reduce
Fidelity Management & Research (FMR) history Q2 2026 185.57K $41.05M 0.00% Add
Citadel Advisors history Q2 2026 130.50K $28.87M 0.00% Reduce
AQR Capital Management history Q2 2026 121.76K $26.93M 0.01% Add
BlackRock Inc history Q2 2026 113.93K $25.20M 0.00% Reduce
Janus Henderson Group history Q1 2026 112.92K $21.41M 0.01% Reduce
Principal Global Investors history Q2 2026 85.66K $18.95M 0.01% Reduce
Marshall Wace history Q4 2025 78.22K $14.17M 0.01% New
Franklin Resources history Q2 2026 54.33K $12.02M 0.00% Reduce
Royce & Associates history Q2 2026 30.98K $6.85M 0.06% Reduce

View all 33 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous 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
Bank of America Corp 8.23M 6.52M 6.70M 6.60M 6.32M 6.31M 5.55M 5.54M 5.57M 5.94M 6.24M 6.67M 6.32M 6.72M 6.33M 6.75M 6.71M 7.88M 6.12M 6.19M
Morgan Stanley 7.14M 7.41M 7.17M 7.74M 7.11M 6.91M 6.68M 7.04M 6.40M 6.09M 6.07M 4.91M 5.19M 5.48M 5.06M 4.95M 4.68M 4.27M 4.36M 4.24M
PNC Financial Services 879.95K 982.04K 984.05K 1.15M 1.24M 1.41M 1.41M 1.41M 1.37M 1.20M 1.20M 1.19M 1.20M 1.22M 1.20M 1.12M 1.11M 1.11M 1.10M 1.09M
Wells Fargo & Co 3.37M 1.52M 1.39M 1.28M 1.20M 1.38M 1.22M 1.08M 1.05M 1.17M 962.79K 908.51K 864.97K 1.02M 941.55K 923.14K 886.27K 1.02M 876.82K 866.10K
UBS Group AG 1.01M 1.31M 1.19M 1.53M 1.31M 1.24M 1.27M 1.19M 1.17M 1.07M 1.07M 1.02M 1.00M 963.57K 1.08M 972.09K 839.57K 805.86K 839.34K 766.60K
Goldman Sachs Group 1.41M 1.41M 1.34M 1.42M 1.39M 1.18M 1.46M 1.45M 1.10M 1.48M 1.35M 1.10M 1.08M 1.12M 1.07M 1.22M 730.50K 712.11K 727.60K 696.08K
Northern Trust Corp 834.50K 892.17K 922.50K 907.71K 843.77K 878.37K 874.02K 861.77K 820.50K 814.62K 803.33K 630.84K 613.65K 619.50K 610.88K 559.21K 548.17K 625.17K 607.70K 599.86K
JPMorgan Chase & Co 847.40K 868.22K 957.79K 1.15M 1.22M 863.98K 1.48M 523.59K 461.27K 668.88K 681.58K 562.08K 632.21K 612.31K 475.92K 523.28K 434.33K 439.47K — 454.98K
Wellington Management Group 39.11K 21.00K — 40.25K 29.33K 32.44K 48.81K 601.22K 55.72K 72.85K 110.00K 135.84K 121.98K 157.33K 512.30K 143.07K 201.75K 168.59K 136.38K 325.49K
BNY Mellon 480.07K 522.89K 610.26K 622.25K 646.19K 621.96K 707.11K 674.33K 624.70K 454.73K 395.04K 318.30K 280.66K 258.20K 235.52K 221.46K 212.21K 205.78K 284.11K 278.10K
Fidelity Management & Research (FMR) 294.49K 798.87K 551.25K 56.15K 56.49K 53.83K 51.72K 38.26K 48.18K 107.92K 122.85K 197.59K 197.37K 184.92K 161.11K 103.03K 128.59K 151.99K 177.07K 185.57K
Citadel Advisors 131.10K 350.25K 294.57K 522.85K 141.56K 218.16K 112.59K 158.67K 204.65K 279.86K 282.44K 261.28K 229.17K 213.86K 308.41K 212.64K 86.84K 107.37K 131.97K 130.50K
AQR Capital Management — — — — — — — — — — — — — 98.98K 99.24K 99.45K 109.11K 123.33K 109.27K 121.76K
BlackRock Inc — — — — — — — — — — — — 187.27K 169.62K 178.77K 175.69K 185.98K 131.34K 139.39K 113.93K
Principal Global Investors 36.58K 85.24K 69.39K 73.19K 81.68K 151.80K 71.84K 43.34K 65.94K 147.53K 64.17K 77.75K 57.85K 201.79K 127.16K 36.80K 51.67K 154.47K 115.48K 85.66K
Franklin Resources 83.30K 85.37K 83.04K 84.24K 81.03K 78.97K 77.38K 77.30K 146.68K 69.89K 103.25K 64.14K 63.64K 62.91K 60.88K 57.26K 55.69K 54.17K 73.84K 54.33K
Royce & Associates 38.70K 45.30K 45.20K 22.90K 31.40K 46.30K 51.10K 55.60K 59.55K 57.97K 55.54K 56.19K 81.34K 53.69K 75.23K 77.70K 126.11K 21.66K 37.43K 30.98K
Prudential Financial 32.47K 87.80K 140.62K 139.22K 124.29K 138.21K 129.19K 125.49K 123.69K 125.66K 123.88K 115.60K 111.70K 94.43K 51.46K 55.86K 42.61K 34.72K 35.82K 29.02K
D. E. Shaw & Co — — — — — — — — — — 82.22K 118.21K 38.15K — — — — 10.57K 54.18K 17.02K
Millennium Management 16.50K 311.36K 341.80K 275.69K 296.32K 254.03K 247.05K 228.26K 229.34K 217.14K 7.93K — — — — 4.84K — 3.94K 6.59K 16.71K

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