IWO — ISHARES TR
Reported value held$4.48B
Funds holding (latest)35
Sector—
Funds holding (Q2 2026)23
Institutional value$4.24B · 10.78M sh
New / Add / Cut / Exit2 / 8 / 11 / 1
Top-5 / Top-10 concentration75.0% / 95.6%
Institutional holdings change
Accumulating +0.4%
(+42.06K sh)
Institutional value change
Up +26.0%
As of Q2 2026, 23 SEC-registered investment managers reported holding IWO (ISHARES TR) in their latest 13F filings, with a combined reported value of $4.24B across 10.78M shares. That is +0.4% by share count (+42.06K shares) versus the previous quarter, while reported value moved +26.0%. Ownership is concentrated: the five largest holders account for 75.0% of reported value and the top ten for 95.6%.
Compared with the prior quarter, 2 opened new positions, 8 added to existing stakes, 11 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.
Q2 2026 — 23 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.48M | $1.37B | 0.09% | Hold |
| Morgan Stanley history | 2.33M | $917.26M | 0.05% | Reduce |
| Goldman Sachs Group history | 965.90K | $380.52M | 0.11% | Add |
| Wells Fargo & Co history | 704.96K | $277.73M | 0.05% | Reduce |
| PNC Financial Services history | 592.62K | $233.47M | 0.12% | Reduce |
| Fidelity Management & Research (FMR) history | 531.62K | $209.44M | 0.01% | Add |
| UBS Group AG history | 511.15K | $201.37M | 0.08% | Reduce |
| Northern Trust Corp history | 412.94K | $162.68M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 397.15K | $154.99M | 0.02% | New |
| Citigroup Inc history | 374.91K | $147.70M | 0.05% | Reduce |
| BNY Mellon history | 197.09K | $77.65M | 0.01% | Reduce |
| Wellington Management Group history | 87.19K | $34.35M | 0.01% | Add |
| Franklin Resources history | 70.48K | $27.77M | 0.01% | Add |
| BlackRock Inc history | 39.45K | $15.54M | 0.00% | Reduce |
| Deutsche Bank AG history | 17.30K | $6.82M | 0.00% | Add |
| Two Sigma Investments history | 16.62K | $6.55M | 0.01% | New |
| Prudential Financial history | 14.96K | $5.90M | 0.01% | Add |
| AQR Capital Management history | 13.13K | $5.17M | 0.00% | Add |
| Principal Global Investors history | 7.40K | $2.92M | 0.00% | Reduce |
| Citadel Advisors history | 5.50K | $2.17M | 0.00% | Reduce |
| Millennium Management history | 2.63K | $1.04M | 0.00% | Add |
| Lazard Asset Management history | 450 | $177.28K | 0.00% | Hold |
| T. Rowe Price Associates history | 6.64K | $2.62K | 0.00% | Reduce |
Q1 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.47M | $1.09B | 0.08% | Reduce |
| Morgan Stanley history | 2.75M | $864.03M | 0.05% | Add |
| Goldman Sachs Group history | 957.91K | $300.60M | 0.04% | Reduce |
| Wells Fargo & Co history | 730.32K | $229.18M | 0.04% | Reduce |
| PNC Financial Services history | 616.54K | $193.48M | 0.11% | Add |
| UBS Group AG history | 523.12K | $164.16M | 0.03% | Hold |
| Northern Trust Corp history | 430.46K | $135.08M | 0.02% | Reduce |
| Citigroup Inc history | 415.19K | $130.29M | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 357.77K | $112.27M | 0.01% | Add |
| BNY Mellon history | 206.85K | $64.91M | 0.01% | Reduce |
| BlackRock Inc history | 59.74K | $18.75M | 0.00% | Reduce |
| D. E. Shaw & Co history | 57.52K | $18.05M | 0.01% | Add |
| Wellington Management Group history | 50.75K | $15.93M | 0.00% | Reduce |
| Franklin Resources history | 32.99K | $10.35M | 0.00% | Add |
| Citadel Advisors history | 28.91K | $9.07M | 0.00% | Reduce |
| Prudential Financial history | 14.35K | $4.50M | 0.01% | Reduce |
| AQR Capital Management history | 10.79K | $3.38M | 0.00% | Reduce |
| Principal Global Investors history | 7.50K | $2.35M | 0.00% | Add |
| Millennium Management history | 2.46K | $771.97K | 0.00% | Reduce |
| Lazard Asset Management history | 450 | $141.22K | 0.00% | Hold |
| Deutsche Bank AG history | 35 | $10.98K | 0.00% | Reduce |
| T. Rowe Price Associates history | 10.64K | $3.34K | 0.00% | Reduce |
Q4 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 4.15M | $1.34B | 0.10% | Add |
| Morgan Stanley history | 2.62M | $846.08M | 0.05% | Add |
| Goldman Sachs Group history | 966.02K | $312.03M | 0.04% | Add |
| Wells Fargo & Co history | 777.07K | $251.00M | 0.05% | Add |
| PNC Financial Services history | 613.19K | $198.07M | 0.11% | Reduce |
| UBS Group AG history | 522.03K | $168.62M | 0.03% | Add |
| JPMorgan Chase & Co history | 491.73K | $158.83M | 0.02% | Reduce |
| Northern Trust Corp history | 451.47K | $145.83M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 305.69K | $98.74M | 0.01% | Add |
| Citigroup Inc history | 222.51K | $71.87M | 0.03% | Add |
| BNY Mellon history | 218.64K | $70.62M | 0.01% | Reduce |
| Wellington Management Group history | 84.33K | $27.24M | 0.01% | Add |
| BlackRock Inc history | 70.30K | $22.71M | 0.00% | Add |
| Citadel Advisors history | 34.99K | $11.30M | 0.00% | Reduce |
| Franklin Resources history | 31.71K | $10.24M | 0.00% | Hold |
| Prudential Financial history | 18.26K | $5.95M | 0.01% | Reduce |
| D. E. Shaw & Co history | 16.28K | $5.26M | 0.00% | New |
| AQR Capital Management history | 12.78K | $4.13M | 0.00% | Add |
| Renaissance Technologies history | 11.48K | $3.71M | 0.01% | Add |
| Vanguard Group history | 9.71K | $3.14M | 0.00% | Add |
| Principal Global Investors history | 6.20K | $2.00M | 0.00% | Reduce |
| Millennium Management history | 4.55K | $1.47M | 0.00% | New |
| Marshall Wace history | 2.67K | $863.73K | 0.00% | New |
| Legal & General Investment Management America history | 620 | $200.37K | 0.00% | Add |
| Lazard Asset Management history | 450 | $145.35K | 0.00% | Hold |
| Deutsche Bank AG history | 378 | $122.10K | 0.00% | Reduce |
| T. Rowe Price Associates history | 12.59K | $4.07K | 0.00% | Add |
Q3 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.75M | $1.20B | 0.08% | Reduce |
| Morgan Stanley history | 2.50M | $798.81M | 0.05% | Reduce |
| JPMorgan Chase & Co history | 975.63K | $312.24M | 0.04% | Add |
| Wells Fargo & Co history | 730.12K | $233.67M | 0.04% | Reduce |
| PNC Financial Services history | 621.48K | $198.90M | 0.12% | Add |
| Goldman Sachs Group history | 572.34K | $183.17M | 0.02% | Add |
| UBS Group AG history | 473.14K | $151.42M | 0.02% | Reduce |
| Northern Trust Corp history | 436.97K | $139.85M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 288.23K | $92.25M | 0.01% | Reduce |
| BNY Mellon history | 219.99K | $70.41M | 0.01% | Reduce |
| Citigroup Inc history | 65.83K | $21.07M | 0.01% | Add |
| BlackRock Inc history | 58.87K | $18.84M | 0.00% | Add |
| Wellington Management Group history | 45.07K | $14.42M | 0.00% | Reduce |
| Two Sigma Investments history | 45.01K | $14.40M | 0.02% | Reduce |
| Citadel Advisors history | 43.63K | $13.96M | 0.00% | Add |
| Franklin Resources history | 31.58K | $10.11M | 0.00% | Add |
| Prudential Financial history | 18.88K | $6.04M | 0.01% | Hold |
| AQR Capital Management history | 12.20K | $3.91M | 0.00% | Add |
| Vanguard Group history | 9.35K | $2.99M | 0.00% | Hold |
| Principal Global Investors history | 7.70K | $2.46M | 0.00% | Add |
| Renaissance Technologies history | 1.10K | $352.04K | 0.00% | Reduce |
| Lazard Asset Management history | 450 | $144.02K | 0.00% | Hold |
| Deutsche Bank AG history | 383 | $122.58K | 0.00% | Hold |
| Legal & General Investment Management America history | 260 | $83.25K | 0.00% | Add |
| T. Rowe Price Associates history | 9.96K | $3.19K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.93M | $1.12B | 0.08% | Add |
| Morgan Stanley history | 2.65M | $757.87M | 0.05% | Add |
| Morgan Stanley history | 2.65M | $757.87M | 0.05% | Add |
| Wells Fargo & Co history | 747.24K | $213.61M | 0.04% | Reduce |
| PNC Financial Services history | 607.02K | $173.52M | 0.11% | Reduce |
| JPMorgan Chase & Co history | 562.89K | $160.91M | 0.02% | Reduce |
| JPMorgan Chase & Co history | 562.89K | $160.91M | 0.02% | Reduce |
| Fidelity Management & Research (FMR) history | 544.93K | $155.77M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 544.93K | $155.77M | 0.01% | Reduce |
| Goldman Sachs Group history | 544.00K | $155.51M | 0.02% | Hold |
| Goldman Sachs Group history | 544.00K | $155.51M | 0.02% | Hold |
| UBS Group AG history | 493.99K | $141.21M | 0.03% | Reduce |
| Northern Trust Corp history | 433.87K | $124.03M | 0.02% | Reduce |
| BNY Mellon history | 243.25K | $69.54M | 0.01% | Reduce |
| Manulife Financial history | 217.72K | $62.24M | 0.06% | New |
| Wellington Management Group history | 186.64K | $53.35M | 0.01% | Add |
| Two Sigma Investments history | 91.40K | $26.13M | 0.05% | Add |
| Two Sigma Investments history | 91.40K | $26.13M | 0.05% | Add |
| Citigroup Inc history | 54.10K | $15.47M | 0.01% | Add |
| BlackRock Inc history | 44.18K | $12.63M | 0.00% | Add |
| BlackRock Inc history | 44.18K | $12.63M | 0.00% | Add |
| Franklin Resources history | 24.37K | $6.97M | 0.00% | Reduce |
| Prudential Financial history | 18.88K | $5.40M | 0.01% | Reduce |
| Citadel Advisors history | 16.26K | $4.65M | 0.00% | Reduce |
| Citadel Advisors history | 16.26K | $4.65M | 0.00% | Reduce |
| AQR Capital Management history | 11.11K | $3.18M | 0.00% | Reduce |
| Vanguard Group history | 9.34K | $2.67M | 0.00% | Hold |
| Principal Global Investors history | 7.10K | $2.03M | 0.00% | Reduce |
| Renaissance Technologies history | 4.00K | $1.14M | 0.00% | New |
| Renaissance Technologies history | 4.00K | $1.14M | 0.00% | New |
| Deutsche Bank AG history | 383 | $109.48K | 0.00% | Reduce |
| Deutsche Bank AG history | 383 | $109.48K | 0.00% | Reduce |
| Legal & General Investment Management America history | 50 | $14.28K | 0.00% | Reduce |
| T. Rowe Price Associates history | 9.18K | $2.62K | 0.00% | Add |
| Lazard Asset Management history | 450 | $128 | 0.00% | Hold |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.85M | $983.55M | 0.08% | Add |
| Morgan Stanley history | 2.62M | $669.35M | 0.05% | Add |
| Morgan Stanley history | 2.62M | $669.35M | 0.05% | Add |
| Wells Fargo & Co history | 775.97K | $198.28M | 0.05% | Reduce |
| Fidelity Management & Research (FMR) history | 690.80K | $176.52M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 690.80K | $176.52M | 0.01% | Add |
| PNC Financial Services history | 647.56K | $165.47M | 0.09% | Reduce |
| JPMorgan Chase & Co history | 567.27K | $144.95M | 0.02% | Add |
| JPMorgan Chase & Co history | 567.27K | $144.95M | 0.02% | Add |
| Goldman Sachs Group history | 546.02K | $139.52M | 0.02% | Reduce |
| Goldman Sachs Group history | 546.02K | $139.52M | 0.02% | Reduce |
| UBS Group AG history | 543.92K | $138.99M | 0.03% | Add |
| Northern Trust Corp history | 449.68K | $114.91M | 0.02% | Reduce |
| BNY Mellon history | 266.75K | $68.16M | 0.01% | Add |
| Wellington Management Group history | 118.32K | $30.24M | 0.01% | Reduce |
| Citadel Advisors history | 68.01K | $17.38M | 0.00% | Add |
| Citadel Advisors history | 68.01K | $17.38M | 0.00% | Add |
| Citigroup Inc history | 49.01K | $12.52M | 0.01% | Reduce |
| BlackRock Inc history | 40.02K | $10.23M | 0.00% | Hold |
| BlackRock Inc history | 40.02K | $10.23M | 0.00% | Hold |
| Franklin Resources history | 28.22K | $7.21M | 0.00% | Reduce |
| Prudential Financial history | 24.98K | $6.38M | 0.01% | Reduce |
| AQR Capital Management history | 11.49K | $2.94M | 0.00% | Add |
| Vanguard Group history | 9.38K | $2.40M | 0.00% | Hold |
| Principal Global Investors history | 9.00K | $2.30M | 0.00% | Add |
| Two Sigma Investments history | 5.20K | $1.33M | 0.00% | Reduce |
| Two Sigma Investments history | 5.20K | $1.33M | 0.00% | Reduce |
| D. E. Shaw & Co history | 2.06K | $525.11K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.63K | $416.64K | 0.00% | Reduce |
| Polen Capital Management history | 1.53K | $390.53K | 0.00% | New |
| Deutsche Bank AG history | 388 | $99.15K | 0.00% | Hold |
| Deutsche Bank AG history | 388 | $99.15K | 0.00% | Hold |
| T. Rowe Price Associates history | 8.10K | $2.07K | 0.00% | Add |
| Lazard Asset Management history | 450 | $114 | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 397.15K sh · $154.99M
- Two Sigma Investments 16.62K sh · $6.55M
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 57.52K sh · $18.05M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 3.48M | 3.47M | 4.15M | 3.75M | 3.93M | 3.85M | 3.63M | 3.50M | 3.37M | 3.20M | 3.26M | 3.10M | 2.93M | 3.06M | 3.34M | 3.06M | 3.53M | 3.24M | 3.47M | 2.82M |
| Morgan Stanley | 2.33M | 2.75M | 2.62M | 2.50M | 2.65M | 2.62M | 2.55M | 2.56M | 2.51M | 3.35M | 3.34M | 3.04M | 3.26M | 2.85M | 2.95M | 3.02M | 3.09M | 3.08M | 2.98M | 3.38M |
| Goldman Sachs Group | 965.90K | 957.91K | 966.02K | 572.34K | 544.00K | 546.02K | 657.86K | 655.85K | 790.45K | 797.89K | 714.57K | 720.42K | 776.91K | 770.04K | 1.00M | 1.33M | 1.80M | 2.09M | 1.78M | 2.17M |
| Wells Fargo & Co | 704.96K | 730.32K | 777.07K | 730.12K | 747.24K | 775.97K | 829.24K | 725.65K | 912.35K | 913.77K | 976.56K | 910.91K | 769.18K | 799.37K | 890.61K | 883.01K | 953.08K | 1.60M | 2.10M | 2.06M |
| PNC Financial Services | 592.62K | 616.54K | 613.19K | 621.48K | 607.02K | 647.56K | 661.84K | 655.74K | 654.73K | 674.33K | 679.88K | 779.50K | 798.41K | 833.39K | 841.64K | 880.26K | 846.50K | 846.18K | 872.29K | 731.24K |
| Fidelity Management & Research (FMR) | 531.62K | 357.77K | 305.69K | 288.23K | 544.93K | 690.80K | 664.82K | 283.56K | 296.77K | 395.52K | 310.61K | 273.21K | 289.31K | 311.92K | 329.11K | 338.19K | 640.47K | 455.05K | 442.51K | 219.40K |
| UBS Group AG | 511.15K | 523.12K | 522.03K | 473.14K | 493.99K | 543.92K | 503.88K | 460.71K | 457.97K | 514.42K | 543.89K | 772.49K | 490.37K | 505.66K | 490.10K | 502.22K | 633.46K | 743.99K | 719.13K | 734.40K |
| Northern Trust Corp | 412.94K | 430.46K | 451.47K | 436.97K | 433.87K | 449.68K | 469.74K | 442.69K | 441.02K | 446.78K | 437.25K | 433.65K | 430.62K | 424.45K | 448.49K | 436.80K | 449.15K | 452.24K | 490.43K | 445.94K |
| JPMorgan Chase & Co | 397.15K | — | 491.73K | 975.63K | 562.89K | 567.27K | 554.10K | 495.56K | 340.82K | 402.50K | 405.03K | 260.45K | 208.17K | 197.83K | 200.06K | 399.65K | 403.06K | 400.06K | 514.28K | 722.19K |
| Citigroup Inc | 374.91K | 415.19K | 222.51K | 65.83K | 54.10K | 49.01K | 66.90K | 123.62K | 71.67K | 106.29K | 107.49K | 120.35K | 166.78K | 318.20K | 317.25K | 218.73K | 242.77K | 543.00K | 580.84K | 918.20K |
| BNY Mellon | 197.09K | 206.85K | 218.64K | 219.99K | 243.25K | 266.75K | 248.35K | 221.27K | 222.95K | 237.79K | 270.28K | 281.01K | 289.85K | 281.00K | 285.49K | 319.01K | 359.41K | 396.42K | 445.44K | 522.38K |
| Wellington Management Group | 87.19K | 50.75K | 84.33K | 45.07K | 186.64K | 118.32K | 181.82K | 68.73K | 157.37K | 69.82K | 147.68K | 190.55K | 403.12K | 213.03K | 350.54K | 236.97K | 576.15K | 302.59K | 110.15K | 357.21K |
| Franklin Resources | 70.48K | 32.99K | 31.71K | 31.58K | 24.37K | 28.22K | 32.85K | 32.32K | 32.40K | 32.74K | 17.53K | 17.30K | 17.53K | 16.55K | 16.50K | 16.75K | 16.65K | 18.85K | 22.81K | 20.16K |
| BlackRock Inc | 39.45K | 59.74K | 70.30K | 58.87K | 44.18K | 40.02K | 39.94K | 58.54K | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 17.30K | 35 | 378 | 383 | 383 | 388 | 388 | 388 | 388 | 393 | 393 | 393 | 393 | 393 | 483 | 483 | 373 | 918 | 1.11K | 1.42K |
| Two Sigma Investments | 16.62K | — | — | 45.01K | 91.40K | 5.20K | 45.30K | 21.10K | — | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | 14.96K | 14.35K | 18.26K | 18.88K | 18.88K | 24.98K | 63.76K | 83.01K | 85.38K | 90.60K | 53.45K | 49.74K | 47.23K | 47.75K | 50.13K | 52.82K | 68.75K | 77.11K | 78.91K | 10.24K |
| AQR Capital Management | 13.13K | 10.79K | 12.78K | 12.20K | 11.11K | 11.49K | 9.57K | 1.22K | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 7.40K | 7.50K | 6.20K | 7.70K | 7.10K | 9.00K | 8.80K | 9.90K | 16.52K | 15.95K | 18.25K | 15.93K | 20.57K | 20.00K | 21.62K | 17.00K | 19.50K | 19.50K | 21.30K | 22.60K |
| Citadel Advisors | 5.50K | 28.91K | 34.99K | 43.63K | 16.26K | 68.01K | 41.51K | 100.73K | 86.83K | 57.20K | 84.75K | 151.47K | 28.07K | 101.20K | 234.30K | 335.85K | 188.28K | 241.20K | 112.67K | 162.37K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details