iSHARES TRUST - IWP

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$14.61B

QoQ value delta ($000)

-$1.666B (-10.23%)

Implied price effect (QoQ)

-8.17%

Total shares

114,367,403

QoQ shares delta

-2,620,859 (-2.24%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 1158 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	2,550,284	19,905,431	0.15%
BANK OF AMERICA CORP /DE/	909,730	7,100,610	0.07%
ENVESTNET ASSET MANAGEMENT INC	739,576	5,772,532	0.2%
WELLS FARGO & COMPANY/MN	658,343	5,138,495	0.12%
First Command Advisory Services, Inc.	506,240	3,951,302	3.41%
JONES FINANCIAL COMPANIES LLLP	356,388	2,851,583	0.17%
UBS Group AG	352,507	2,751,384	0.05%
LPL Financial LLC	338,794	2,644,351	0.09%
AMERIPRISE FINANCIAL INC	332,761	2,602,259	0.08%
PNC FINANCIAL SERVICES GROUP, INC.	311,869	2,434,200	0.18%
COMMONWEALTH EQUITY SERVICES, LLC	288,727	2,253,574	0.4%
Cassaday & Co Wealth Management LLC	279,908	2,184,734	5.96%
VANTAGEPOINT INVESTMENT ADVISERS LLC	269,562	2,103,984	2.28%
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	252,967	1,974,458	0.97%
Envestnet Portfolio Solutions, Inc.	211,089	1,647,589	1.17%
COMMERCE BANK	207,285	1,617,898	1.0%
US BANCORP \DE\	202,801	1,582,899	0.25%
FIRST CITIZENS BANK & TRUST CO	196,547	1,534,093	4.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	181,360	1,415,556	0.11%
CIBC Private Wealth Group LLC	179,377	1,309,901	0.3%
CULLEN/FROST BANKERS, INC.	163,209	1,273,878	1.85%
FMR LLC	150,737	1,176,536	0.01%
OSAIC HOLDINGS, INC.	150,072	1,171,450	0.22%
RAYMOND JAMES FINANCIAL INC	132,549	1,037,365	0.04%
Financial Advisory Corp	100,318	783,005	13.94%