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IYW — ISHARES TR

Reported value held$4.18B
Funds holding (latest)30
Sector—
Funds holding (Q2 2026)24
Institutional value$4.11B · 16.33M sh
New / Add / Cut / Exit4 / 9 / 8 / 1
Top-5 / Top-10 concentration79.2% / 95.4%
Institutional holdings change Accumulating +7.1% (+1.09M sh)
Institutional value change Up +48.7%

As of Q2 2026, 24 SEC-registered investment managers reported holding IYW (ISHARES TR) in their latest 13F filings, with a combined reported value of $4.11B across 16.33M shares. That is +7.1% by share count (+1.09M shares) versus the previous quarter, while reported value moved +48.7%. Ownership is concentrated: the five largest holders account for 79.2% of reported value and the top ten for 95.4%.

Compared with the prior quarter, 4 opened new positions, 9 added to existing stakes, 8 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 — 24 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 4.97M $1.25B 0.07% Reduce
Bank of America Corp history 3.43M $866.22M 0.06% Add
UBS Group AG history 1.73M $435.85M 0.06% Reduce
Wells Fargo & Co history 1.48M $374.01M 0.06% Reduce
JPMorgan Chase & Co history 1.34M $329.37M 0.04% New
Manulife Financial history 795.22K $200.58M 0.16% New
Fidelity International (FIL) history 787.55K $198.64M 0.14% Add
Goldman Sachs Group history 389.50K $98.24M 0.01% Add
PNC Financial Services history 372.36K $93.92M 0.05% Add
Two Sigma Investments history 282.30K $71.20M 0.06% Reduce
BlackRock Inc history 224.12K $56.53M 0.00% Reduce
Citadel Advisors history 166.20K $41.92M 0.01% Reduce
Fidelity Management & Research (FMR) history 97.56K $24.61M 0.00% Add
Citigroup Inc history 59.55K $15.02M 0.01% Add
Principal Global Investors history 57.38K $14.47M 0.01% Hold
BNY Mellon history 52.84K $13.33M 0.00% Add
Northern Trust Corp history 40.12K $10.12M 0.00% Add
AQR Capital Management history 28.64K $7.23M 0.00% Add
Amundi US history 11.91K $3.00M 0.00% Reduce
Franklin Resources history 8.33K $2.10M 0.00% Hold
Invesco Ltd history 4.00K $1.01M 0.00% Reduce
D. E. Shaw & Co history 2.23K $562.98K 0.00% New
Balyasny Asset Management history 1.56K $393.48K 0.00% New
Deutsche Bank AG history 572 $144.28K 0.00% Hold

Q1 2026 — 21 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 5.03M $912.41M 0.06% Reduce
Bank of America Corp history 3.41M $618.52M 0.05% Reduce
UBS Group AG history 1.76M $318.79M 0.05% Reduce
Wells Fargo & Co history 1.51M $273.24M 0.05% Reduce
Two Sigma Investments history 920.12K $166.93M 0.14% Reduce
Citadel Advisors history 669.86K $121.53M 0.02% Add
Fidelity International (FIL) history 594.18K $107.80M 0.08% New
PNC Financial Services history 366.50K $66.49M 0.04% Reduce
Goldman Sachs Group history 330.99K $60.05M 0.01% Reduce
BlackRock Inc history 252.80K $45.86M 0.00% Reduce
Fidelity Management & Research (FMR) history 86.13K $15.63M 0.00% Add
Marshall Wace history 68.02K $12.34M 0.01% New
Citigroup Inc history 59.03K $10.71M 0.01% Add
Principal Global Investors history 57.38K $10.41M 0.01% Hold
BNY Mellon history 47.50K $8.62M 0.00% Add
Northern Trust Corp history 35.59K $6.46M 0.00% Reduce
AQR Capital Management history 18.04K $3.27M 0.00% Reduce
Amundi US history 17.33K $3.14M 0.00% Reduce
Franklin Resources history 8.33K $1.51M 0.00% Hold
Invesco Ltd history 7.17K $1.30M 0.00% Add
Deutsche Bank AG history 572 $103.77K 0.00% Reduce

Q4 2025 — 22 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 5.77M $1.15B 0.07% Add
JPMorgan Chase & Co history 4.03M $805.37M 0.11% Add
Bank of America Corp history 3.56M $711.38M 0.05% Reduce
UBS Group AG history 1.82M $363.95M 0.06% Reduce
Wells Fargo & Co history 1.55M $309.85M 0.06% Reduce
Two Sigma Investments history 1.04M $207.31M 0.31% Add
Goldman Sachs Group history 588.28K $117.47M 0.01% Reduce
PNC Financial Services history 371.68K $74.22M 0.04% Hold
BlackRock Inc history 254.22K $50.76M 0.00% Reduce
Fidelity Management & Research (FMR) history 82.28K $16.43M 0.00% Add
Citigroup Inc history 58.54K $11.69M 0.01% Reduce
Principal Global Investors history 57.38K $11.46M 0.01% Reduce
Manulife Financial history 44.73K $8.93M 0.01% New
Citadel Advisors history 43.32K $8.65M 0.00% Reduce
BNY Mellon history 41.03K $8.19M 0.00% Add
Northern Trust Corp history 37.67K $7.52M 0.00% Reduce
Amundi US history 18.65K $3.72M 0.00% Reduce
AQR Capital Management history 18.33K $3.66M 0.00% Add
Renaissance Technologies history 10.10K $2.02M 0.00% Reduce
Franklin Resources history 8.33K $1.66M 0.00% Hold
Invesco Ltd history 7.09K $1.41M 0.00% Add
Deutsche Bank AG history 902 $180.11K 0.00% Reduce

Q3 2025 — 21 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 5.59M $1.09B 0.07% Reduce
Bank of America Corp history 4.42M $865.06M 0.06% Reduce
JPMorgan Chase & Co history 3.00M $587.86M 0.08% Reduce
UBS Group AG history 1.88M $368.73M 0.06% Add
Wells Fargo & Co history 1.60M $312.95M 0.06% Add
Goldman Sachs Group history 605.20K $118.53M 0.01% Reduce
Two Sigma Investments history 562.92K $110.25M 0.17% Reduce
PNC Financial Services history 372.64K $72.98M 0.04% Hold
BlackRock Inc history 265.25K $51.95M 0.00% Reduce
Principal Global Investors history 107.43K $21.04M 0.01% Add
Citadel Advisors history 81.22K $15.91M 0.00% Reduce
Fidelity Management & Research (FMR) history 76.48K $14.98M 0.00% Add
Citigroup Inc history 62.30K $12.20M 0.01% Add
Northern Trust Corp history 44.54K $8.72M 0.00% Add
BNY Mellon history 35.08K $6.87M 0.00% Reduce
Amundi US history 23.53K $4.69M 0.00% New
Renaissance Technologies history 17.00K $3.33M 0.00% Add
AQR Capital Management history 15.94K $3.12M 0.00% Add
Franklin Resources history 8.33K $1.63M 0.00% Add
Invesco Ltd history 1.72K $336.29K 0.00% New
Deutsche Bank AG history 1.06K $206.83K 0.00% Hold

Q2 2025 — 23 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 5.94M $1.03B 0.07% Hold
Bank of America Corp history 4.61M $798.31M 0.06% Add
JPMorgan Chase & Co history 3.19M $551.88M 0.08% Reduce
UBS Group AG history 1.81M $313.64M 0.06% Reduce
Wells Fargo & Co history 1.58M $273.52M 0.06% Add
Two Sigma Investments history 880.82K $152.62M 0.29% Reduce
Manulife Financial history 827.22K $143.33M 0.13% Reduce
Goldman Sachs Group history 625.74K $108.42M 0.01% Add
PNC Financial Services history 374.48K $64.89M 0.04% Reduce
BNY Mellon history 355.46K $61.59M 0.01% Reduce
BlackRock Inc history 278.92K $48.33M 0.00% Reduce
Marshall Wace history 155.46K $26.94M 0.03% New
Citadel Advisors history 97.80K $16.95M 0.00% Reduce
Fidelity Management & Research (FMR) history 74.11K $12.84M 0.00% Add
Principal Global Investors history 53.96K $9.35M 0.01% New
CPP Investments history 50.00K $8.66M 0.01% Hold
Northern Trust Corp history 36.11K $6.26M 0.00% Reduce
Citigroup Inc history 33.29K $5.77M 0.00% Reduce
AQR Capital Management history 15.84K $2.74M 0.00% Add
Renaissance Technologies history 14.50K $2.51M 0.00% New
Franklin Resources history 7.73K $1.34M 0.00% Add
D. E. Shaw & Co history 3.10K $537.66K 0.00% New
Deutsche Bank AG history 1.06K $182.97K 0.00% Reduce

Q1 2025 — 20 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 5.95M $835.96M 0.06% Add
Bank of America Corp history 4.48M $629.84M 0.05% Add
JPMorgan Chase & Co history 3.34M $469.72M 0.07% Reduce
UBS Group AG history 1.87M $262.71M 0.05% Reduce
Wells Fargo & Co history 1.48M $208.53M 0.05% Add
Two Sigma Investments history 1.22M $171.07M 0.39% Add
Manulife Financial history 1.02M $143.52M 0.14% Add
BlackRock Inc history 829.47K $116.49M 0.00% Add
Goldman Sachs Group history 584.48K $82.08M 0.01% Hold
PNC Financial Services history 379.90K $53.35M 0.03% Reduce
BNY Mellon history 376.89K $52.93M 0.01% Add
Citadel Advisors history 112.28K $15.77M 0.00% Reduce
Fidelity Management & Research (FMR) history 68.68K $9.65M 0.00% Add
CPP Investments history 50.00K $7.02M 0.01% Hold
Citigroup Inc history 45.40K $6.38M 0.00% Add
Northern Trust Corp history 42.30K $5.94M 0.00% Reduce
AQR Capital Management history 10.07K $1.41M 0.00% Add
Franklin Resources history 7.64K $1.07M 0.00% Reduce
Millennium Management history 6.61K $927.75K 0.00% New
Deutsche Bank AG history 1.55K $217.40K 0.00% Hold

View all 30 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

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

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 4.97M 5.03M 5.77M 5.59M 5.94M 5.95M 5.85M 5.86M 5.81M 5.81M 6.23M 5.69M 6.27M 6.18M 5.99M 4.88M 4.82M 4.66M 4.83M 4.93M
Bank of America Corp 3.43M 3.41M 3.56M 4.42M 4.61M 4.48M 4.30M 4.27M 4.39M 4.33M 4.34M 4.07M 4.70M 4.44M 4.63M 3.82M 3.73M 3.86M 4.21M 4.48M
UBS Group AG 1.73M 1.76M 1.82M 1.88M 1.81M 1.87M 1.95M 1.97M 2.12M 2.10M 2.13M 1.97M 2.06M 1.87M 1.94M 1.91M 1.87M 1.96M 1.91M 2.00M
Wells Fargo & Co 1.48M 1.51M 1.55M 1.60M 1.58M 1.48M 1.42M 1.25M 1.24M 1.34M 1.25M 1.25M 1.36M 1.22M 1.22M 1.14M 1.18M 1.29M 1.71M 1.63M
JPMorgan Chase & Co 1.34M — 4.03M 3.00M 3.19M 3.34M 3.42M 3.11M 3.31M 3.12M 2.79M 1.56M 2.36M 2.02M 1.48M 410.23K 439.98K 349.18K 367.18K 364.88K
Manulife Financial 795.22K — 44.73K — 827.22K 1.02M 479.12K 553.45K 11.90K — 17.84K 622.76K 16.80K — — — — — 460.73K 382.77K
Fidelity International (FIL) 787.55K 594.18K — — — — 233 233 52.25K 962.36K 1.46M 1.09M 187.97K — — — — — — —
Goldman Sachs Group 389.50K 330.99K 588.28K 605.20K 625.74K 584.48K 583.03K 565.07K 563.89K 353.44K 222.22K 255.08K 198.80K 135.21K 311.34K 169.90K 227.49K 289.58K 177.44K 166.85K
PNC Financial Services 372.36K 366.50K 371.68K 372.64K 374.48K 379.90K 389.36K 394.55K 407.19K 417.08K 420.59K 432.19K 451.67K 469.76K 476.37K 481.03K 489.16K 491.17K 494.00K 499.19K
Two Sigma Investments 282.30K 920.12K 1.04M 562.92K 880.82K 1.22M 737.92K 620.10K 380.50K 257.80K 441.00K 140.50K 62.10K — 67.40K 51.87K 24.80K — — —
BlackRock Inc 224.12K 252.80K 254.22K 265.25K 278.92K 829.47K 810.62K 1.43M — — — — — — — — — — — —
Citadel Advisors 166.20K 669.86K 43.32K 81.22K 97.80K 112.28K 140.43K 66.75K 12.53K 125.58K 86.84K 56.64K 46.23K 29.83K 105.10K 129.54K 40.71K 76.10K 64.90K 17.50K
Fidelity Management & Research (FMR) 97.56K 86.13K 82.28K 76.48K 74.11K 68.68K 67.20K 62.65K 56.42K 47.89K 41.63K 38.52K 40.63K 36.12K 34.72K 33.73K 37.28K 33.41K 30.34K 24.14K
Citigroup Inc 59.55K 59.03K 58.54K 62.30K 33.29K 45.40K 30.72K 49.61K 26.94K 20.80K 21.08K 23.10K 23.08K 57.92K 40.78K 26.79K 20.36K 11.43K 27.98K 24.08K
Principal Global Investors 57.38K 57.38K 57.38K 107.43K 53.96K — — — — — — — — — — — — — — —
BNY Mellon 52.84K 47.50K 41.03K 35.08K 355.46K 376.89K 345.60K 345.50K 358.76K 335.53K 553.01K 460.31K 710.85K 691.98K 583.50K 292.56K 308.27K 316.00K 317.11K 311.62K
Northern Trust Corp 40.12K 35.59K 37.67K 44.54K 36.11K 42.30K 45.43K 46.14K 45.52K 37.45K 39.12K 39.63K 42.60K 35.57K 35.89K 38.72K 35.80K 34.97K 35.31K 20.90K
AQR Capital Management 28.64K 18.04K 18.33K 15.94K 15.84K 10.07K 6.37K 5.73K 2.27K — — — — — — — — — — —
Amundi US 11.91K 17.33K 18.65K 23.53K — — 35.92K 32.91K 33.60K 35.44K 61.15K 14.36K 51.50K 82.34K 4.95K — — 56.40K — —
Franklin Resources 8.33K 8.33K 8.33K 8.33K 7.73K 7.64K 7.94K 7.71K 7.71K 7.71K 7.71K 7.64K 7.64K 16.83K 2.80K 2.80K 2.80K 2.80K 3.04K 3.04K

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